Sinfonia Asset Management Ltd brings together the investment skills of Tatton Investment Management Limited with the rigorous oversight and controls of Valu-Trac (VT) and Natwest, to create market leading investment services. Established in 2008, we have a strong performance history with our range of funds, which are managed by Tatton Investment Management Limited.
Past performance is not a guide to future performance. Investments can go down as well as up and investors may not get back the amount originally invested. This can be as a result of market movements and exchange rates between currencies. The fund may invest in fixed interest funds, which are subject to market and credit risk and will be impacted by interest rates.
Past performance is not a guide to future performance. Investments can go down as well as up and investors may not get back the amount originally invested. This can be as a result of market movements and exchange rates between currencies. The fund may invest in fixed interest funds, which are subject to market and credit risk and will be impacted by interest rates.
Services
The beauty of Sinfonia is that we have brought together all the expertise you need into one easy investment vehicle. We only select leading partners to work with, who have the specialist knowledge and know-how to give clients peace of mind that their money is safe. When your clients decide to invest their hard earned money, they'll understandably want to make sure it is in safe hands.
Valu-Trac Investment Management Limited (Valu-Trac) is the Authorised Corporate Director of the VT Sinfonia OEIC (Open Ended Investment Company). It is responsible for ensuring the funds** are managed and operated in line with the Prospectus and that all regulatory requirements in respect of the funds are met.
The Sinfonia funds give you and your clients access to a variety of investments balanced to reflect different levels of investment risk, providing diversified investment choices without the need to create an expensive individual portfolio. This means you get the benefit of a portfolio designed to match your clients' preferred risk strategy, without the costs normally associated with managing that type of investment.
We provide a range of five funds ranging from low investment risk to high investment risk. Our investment process is designed to keep the level of risk within the funds consistent to ensure that funds remain within the level of risk you are comfortable with. In order to help financial advisers recommend a fund that is appropriate to their clients, the funds have been reviewed by third party Risk Mapping firms which can he found here.
Tatton Investment Management use diversification to build portfolios that invest in many different types of assets, geographical areas and investment styles. A well-balanced portfolio ensures that even if equities are falling, other assets such as fixed interest and cash can potentially cushion the impact.
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