Financial advisers

This website is for financial advisers, intermediaries and professional investors looking for all major asset classes and regions, with options for clients seeking growth, income or additional diversification through our range of funds.

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Rathbone Multi-Asset Enhanced Growth Portfolio

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Fund snapshot

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  • Consistently outperformed return target
  • Track record of preserving capital - evidenced by low drawdowns
  • Unique approach to targeted-risk investing
  • Simple to understand and transparent investment strategy
  • Focus on future correlations and liquidity risk, not volatility
  • Low Ongoing Charges Figure (OCF) for truly active management
  • The strategy benefits from extensive experience, continuity and accountability
Costs and charges

MiFID II charges

L Acc GBP, L Acc EUR

as at 31.12.2018

Ongoing Charges Figure (OCF)
Transaction costs
Total MiFID II charges

L0 Acc GBP

as at 31.12.2018

Ongoing Charges Figure (OCF)
Transaction costs
Total MiFID II charges

P0 Acc EUR, P0 Acc CHF

as at 31.12.2018

Ongoing Charges Figure (OCF)
Transaction costs
Total MiFID II charges
Fund factsheets
Key Investor Information
Application material

How to invest

Visit our ‘how to invest’ pages to learn about your available options to invest in the fund. This includes our distribution partners and direct postal investment.

Portfolio and market insights

Monday, December 31, 2018

Quarterly investment report, Q4 2018

We’re optimistic, yet realistic. We hope it’s a healthy blend

View the report

Tuesday, January 22, 2019

Webcast: multi-asset update

Equity and credit markets exacted their pound of flesh from investors in the last quarter of 2018, as concerns over global growth mounted in the face of tariff wars and rising interest rates.

Register here


Thursday, November 29, 2018

Investment commentary, November 2018

US and UK bond yields have trekked a long way back over the past month. The US Federal Reserve (Fed) had much to do with it.

Read more 

Friday, March 30, 2018

Report and accounts

Semi-Annual report, as at 31 March 2018

View PDF