Tatton Oak Funds
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The Tatton Oak Funds of Funds have been designed to meet the changing needs of a wide spectrum of investors. We aim to deliver the best by combining both active and passive investment styles, by investing in a broad range of asset classes from around the world. This approach seeks to provide the best available returns in a consistent manner, against a given level of risk as experienced by investors through rising and falling investment values.
A diversified portfolio held within a single fund
The Tatton Oak Funds are highly diversified, actively managed, multi-asset products, which invest by holding single asset class funds selected from the breadth of the market place. They are essentially a complete fund portfolio, neatly wrapped up within a tax and operationally efficient structure, designed to fit within pre-defined risk levels.
There are four multi-manager portfolio funds that contain a balanced spread of investments, across the main asset-classes and global regions. Octopus Investment has been the appointed lead manager to the range since March 2009 and its highly experienced investment team manages all portfolios on a daily basis in order with the objective that each portfolio delivers consistent returns against a defined set of investment objectives.