Individual investors

This website is for existing individual investors (or retail investors) based within or outside of the UK or channel islands.

Please select your country of residence*:
(*country of residence if an individual or country of operation if a corporation)

Please read the legal and regulatory terms and conditions that apply when using this website. By entering, you are confirming you are an ‘individual investor’, accepting the terms and conditions of use.

Our funds

We are delighted to receive such acknowledgement from rating agencies and trade publications, as we continue to target consistently higher investment returns for our...

Multi Asset Funds

Rathbone SICAV Multi-Asset 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.

David Coombs
Will Mcintosh-Whyte

Fund manager

Shareclasses available
Min. Investment
L0
1000 (GBP)
P0
2000 (GBP)

Rathbone SICAV Multi-Asset 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.

David Coombs
Will Mcintosh-Whyte

Fund manager

Shareclasses available
Min. Investment
L0 class
1000 (GBP)
L3 class
2000 (EUR)
P0 class
2000 (EUR)
P1 class
1000 (GBP)
2000 (EUR)
P2 class
1000 (GBP)
2000 (EUR)
P3 class
1000 (GBP)

Rathbone SICAV Multi-Asset 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.

David Coombs
Will Mcintosh-Whyte

Fund manager

Shareclasses available
Min. Investment
L0 class
1000 (GBP)
L3 class
2000 (EUR)
P0 class
2000 (EUR)
P1 class
1000 (GBP)
2000 (EUR)
P2 class
1000 (GBP)
2000 (EUR)
P3 class
1000 (GBP)