Please see the below article from Tatton Investment Management detailing information on their latest launch of three low-cost Passive Funds
I am delighted to announce the launch of the new risk rated Tatton Passive Funds – it’s a pleasure to respond to adviser demand for new solutions, and we are delighted to have three new passive tracker funds to sit alongside our market leading MPS service and, of course, our popular Blended Fund range.
With a competitive target OCF of 0.27%-0.29%, the new Tatton Passive funds will benefit from the same Tatton strategic active asset allocation to create multi-asset passive funds managed proactively by our proven investment team.
We are launching three risk profiles – aligned to Defaqto risk ratings 4,5 and 6:
Tatton Passive Cautious Fund – Risk Profile 4
Tatton Passive Balanced Fund – Risk Profile 5
Tatton Passive Growth Fund – Risk Profile 6
We will soon be able to confirm risk alignment to Dynamic Planner and additional risk profilers to support your individual business models.
The Tatton Passive Funds make a multi-asset fund family with the popular hybrid Tatton Blended Funds across your choice of platforms.
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Alex Clare
07/05/2024