Rathbone SICAV Multi-Asset Enhanced Growth Portfolio
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Fund snapshot
- 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
David Coombs
Head of multi-asset investments
Will Mcintosh-Whyte
Fund manager
Ratings
Costs and charges
MiFID II charges
L Acc GBP, L Acc EUR
Ongoing charges figure (OCF)
1.12%
Transaction costs
0.13%
Total MiFID II charges
1.25%
L0 Acc GBP
Ongoing charges figure (OCF)
2.06%
Transaction costs
0.13%
Total MiFID II charges
2.19%
P0 Acc EUR, P0 Acc CHF
Ongoing charges figure (OCF)
2.15%
Transaction costs
0.13%
Total MiFID II charges
2.28%
Factsheets
Key Investor Information
Manager reports
Brochures
Regulatory
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
Monthly market review, September 2020
With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, we should try not to buy into the doom.
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Trading places
Like Eddie Murphy and Dan Aykroyd in John Landis’s classic film Trading Places, it pays to walk a while in someone else’s shoes. It gives you perspective and leads to questions that would never have occurred to you before.
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