Tatton Oak Funds

The Tatton Oak funds are highly diversified, actively managed, multi-asset products, which invest by holding single asset class funds selected from all funds available to UK investors.

We aim to generate returns by combining both active and passive investment styles, and by investing in a broad range of asset classes from around the world. This approach seeks to provide returns in a consistent manner against a given level of risk. The Tatton Oak multi-manager funds contain a balanced spread of investments across the main asset-classes and global regions.

Tatton Oak Distribution Fund

The FP Tatton Oak Distribution Fund aims to provide a growing source of distributable income whilst preserving capital over the medium to longer term.

Tatton Oak Cautious Growth Fund

The FP Tatton Oak Cautious Growth Fund aims to achieve capital growth above normal cash deposit savings rates over the medium-to long term

Tatton Oak Advanced Fund

The FP Tatton Oak Advanced Fund aims to achieve capital growth over the medium-to-long term at a level well in excess of normal cash deposit savings rates

Tatton Oak Capital Growth Fund

The FP Tatton Oak Capital Growth Fund aims to achieve capital growth over the medium-to-long term at a level which is considered in excess of normal cash deposit savings rates.

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At a glance

Tatton Oak Funds benefits

  • Actively managed multi-asset, multi-manager funds
  • Funds that seek to deliver consistent returns against a given level of risk
  • Globally diversified investments selecting funds from the world’s leading fund managers