The WS Verbatim Portfolio Growth Funds consists of five industry rated risk-managed portfolios that are actively managed on an unfettered basis. 

The funds are managed by Tatton Investment Management Limited.

Verbatim Portfolio 3

Fund Aim:

The Fund uses a broadly defensive investment strategy with the aim of achieving capital growth over the medium to longer term.

Investment Approach:


To deliver capital growth 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 Portfolio 4

Fund Aim:

The Fund uses a broadly cautious managed investment strategy with the aim of achieving capital growth over the medium to longer term.

Investment Approach:

To deliver capital growth over the medium to long term mitigate potential losses using a cautious investment approach. This is achieved by blending a diversified selection of funds, including quality UK and North American equity, bond and property funds.

Verbatim Portfolio 5

Fund Aim:

The Fund uses a broadly cautious balanced strategy with the aim of achieving capital growth over the medium to longer term.

Investment Approach:

To deliver the potential for capital growth over the medium to long term using a balanced approach by blending a diversified selection of funds, including quality UK and North American equity and bonds. The equity content of this portfolio tends to be higher than a more cautious approach. Investors in this portfolio accept the potential for small to medium term losses to achieve their long term objectives.

Verbatim Portfolio 6

Fund Aim:

The Fund uses a broadly balanced investment strategy with the aim of achieving capital growth 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 quality UK and overseas equity and bonds. 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.

Verbatim Portfolio 7

Fund Aim:

The Fund uses a broadly growth investment strategy with the aim of achieving capital growth 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 quality UK and overseas equities. This portfolio is highly focused towards equities including overseas. Investors in this portfolio accept the risk of substantial short to medium term losses in order to achieve their long term investment objective.

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At a glance

Benefits of the funds

  • Clear mandates against a proven asset allocation
  • Funds based on a set risk profile
  • A range of active and multi-index portfolio funds

These funds are managed by Tatton Investment Management, please click here for more info