The Verbatim Multi-Index fund range, managed by Tatton Investment Management consists of four risk-rated actively managed portfolios of passive index-tracking funds.
Verbatim Multi-Index Portfolio 3 Fund
Fund Aim:
The Fund will use a broadly defensive investment strategy with the aim of achieving a positive total return over the medium to longer term.
Investment Approach:
To deliver a total return over the medium to long term using a defensive approach to build a diversified portfolio. This is achieved by controlling the level of investment volatility with a greater allocation to cash and bonds over equity exposure.
Verbatim Multi-Index Portfolio 4 Fund
Fund Aim:
The Fund will use a broadly cautious managed investment strategy with the aim of achieving total return over the medium to longer-term.
Investment Approach:
To deliver total return over the medium to long term whilst aiming to minimise potential losses using a cautious investment approach. This is achieved by blending a diversified selection of funds, including equity bond funds from different regions such as the UK and North America and bond funds.
Verbatim Multi-Index Portfolio 5 Fund
Fund Aim:
The Fund will use a broadly cautious balanced strategy with the aim of achieving total return over the medium to longer term.
Investment Approach:
To deliver the potential for total return over the medium to long term using a balanced approach by blending a diversified selection of funds, including equity bond funds from different regions such as the UK and North America and bond funds.
The equity content of this portfolio tends to be higher than a more cautious approach. Investors in this portfolio will accept the potential for small to medium term losses to achieve their long term objectives.
Verbatim Multi-Index Portfolio 6 Fund
Fund Aim:
The Fund will use a broadly balanced investment strategy with the aim of achieving a total return over the medium to longer term.
Investment Approach:
To generate the potential for returns over the medium to long term by blending a diversified selection of funds, including equity bond funds from different regions such as the UK and North America and bond funds. This portfolio is focused mainly on equities including overseas. Investors in this portfolio will accept the risk of short to medium term losses which may be substantial with the aim of achieving their long term investment goals.