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Home › International › Individual-investor › Our funds › Rathbone SICAV Multi-Asset Enhanced Growth Portfolio

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Rathbone SICAV Multi-Asset Enhanced Growth Portfolio

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Fund snapshot

View factsheet

  • 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)
1.24%

Transaction costs
0.13%

Total MiFID II charges
1.37%

L0 Acc GBP

Ongoing charges figure (OCF)
2.17%

Transaction costs
0.13%

Total MiFID II charges
2.3%

P0 Acc EUR, P0 Acc CHF

Ongoing charges figure (OCF)
2.26%

Transaction costs
0.13%

Total MiFID II charges
2.39%

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.

READY TO INVEST

Portfolio and market insights

Saturday, October 31, 2020

Monthly market review, October 2020

Equities fell in October as investors came to terms with tighter lockdown restrictions, but hopes for a new round of US stimulus under President-elect Joe Biden have buoyed markets.

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Friday, January 31, 2020

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.

Read more