Active risk-managed funds from the proven Rathbone Multi-Asset Portfolio range.

This is our multi-asset portfolio service. Our fund managers research the best opportunities from an unconstrained universe of potential investments with a focus on investing directly in high-quality UK and overseas equities, government and corporate bonds and structured products.

They select specialist third-party managers only when they want to capture an opportunity that requires specific market knowledge and expertise. The funds also use financial instruments as insurance against uncertain and unpredictable events.

The Rathbone Multi-Asset Portfolios are managed by Rathbone Unit Trust Management and a specialist team led by David Coombs. Further details can be found at rathbonefunds.com

A choice of strategies

Rathbone Total Return Portfolio

We aim to deliver a greater total return than the Bank of England's Base Rate + 2%, after fees, over any three-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments). We use the Bank of England's Base Rate + 2% as a target for our fund’s return because we aim to provide a return in excess of what you would receive in a UK savings account.

There is no guarantee that we will achieve a total return over a three-year, or any, time period. This is an investment product, not a cash savings account. Your capital is at risk.

We aim to deliver this return with no more than one-third of the volatility of the FTSE Developed stock market index. As an indication, if global stock markets fall our fund value should be expected to fall by around one-third of that amount. Because we measure volatility over a three-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.

Our fund is designed for investors with a basic knowledge of multi-asset investments who seek growth. You should intend to invest for longer than three years, understand the risks of our fund and have the ability to bear a capital loss.

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Rathbone Defensive Growth Portfolio

We aim to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 2%, after fees, over any rolling five-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments).We use the CPI + 2% as a target for our fund’s return because we aim to grow your investment above inflation.

We aim to deliver this return with no more than half of the volatility of the FTSE Developed stock market index. As an indication, if global stock markets fall our fund value should be expected to fall by around that amount. Because we measure volatility over a five-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stockmarket.

Our fund is designed for investors with a basic knowledge of multi-asset investments who seek growth. You should intend to invest for longer than five years, understand the risks of our fund and have the ability to bear a capital loss.

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Rathbone Strategic Income Portfolio

We aim to deliver an income of 3% or more each year. We also aim to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 3%, after fees, over any rolling five-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments). We use the CPI + 3% as a target for our fund’s return because we aim to grow your investment above inflation.

We aim to deliver this return with no more than two-thirds of the volatility of the FTSE Developed stock market Index. As an indication, if global stock markets fall our fund value should be expected to fall by around two-thirds of that amount. Because we measure volatility over a five-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.

Our fund is designed for investors with a basic knowledge of multi-asset investments who seek income and growth. You should intend to invest for longer than five years, understand the risks of our fund and have the ability to bear a capital loss.

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Rathbone Dynamic Growth Portfolio

We aim to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 4%, after fees, over any rolling five-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments).We use the CPI + 4% as a target for our fund’s return because we aim to grow your investment considerably above inflation.

We aim to deliver this return with no more than five-sixths of the volatility of the FTSE Developed stock market index. As an indication, if global stock markets fall our fund value should be expected to fall by around that amount. Because we measure volatility over a five-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.

Our fund is designed for investors with a basic knowledge of multi-asset investments who seek growth. You should intend to invest for longer than five years, understand the risks of our fund and have the ability to bear a capital loss.

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Rathbone Strategic Growth Portfolio

We aim to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 3%, after fees, over any rolling five-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments). We use the CPI + 3% as a target for our fund’s return because we aim to grow your investment above inflation.

We aim to deliver this return with no more than two-thirds of the volatility of the FTSE Developed stock market Index. As an indication, if global stock markets fall our fund value should be expected to fall by around two-thirds of that amount. Because we measure volatility over a five-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.

Our fund is designed for investors with a basic knowledge of multi-asset investments who seek growth. You should intend to invest for longer than five years, understand the risks of our fund and have the ability to bear a capital loss.

Find out more

Rathbone Enhanced Growth Portfolio

We aim to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 5%, after fees, over any rolling five-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments). We use the CPI + 5% as a target for our fund’s return because we aim to grow your investment significantly above inflation. 

We aim to deliver this return with no more volatility than that of the FTSE Developed stock market index. As an indication, if global stock markets fall, our fund value should be expected to fall by around that amount. Because we measure volatility over a five-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.

Our fund is designed for investors with a basic knowledge of multi-asset investments who seek growth. You should intend to invest for longer than five years, understand the risks of our fund and have the ability to bear a capital loss.

Find out more