Citywire Group Rating Gold

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Rathbone High Quality Bond Fund

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Fund snapshot

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  • Attractive yield and income from a low risk, high quality portfolio
  • Global universe, with ability to hedge currency risk
  • Minimum allocation to G10 countries of 60%
  • No duration constraint
  • At least 80% in A- or above rated bonds
  • Low correlations to MSCI World and other equity indices
Fund Type:

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

Rathbone Multi-Asset Strategic Income Portfolio

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  • Growing the real value of the capital base to deliver the sustainable income stream
  • Realistic and achievable income without increasing the level of risk
  • Delivering a stable monthly income flow
  • Targeting lower drawdowns than the stockmarket
  • We aim to deliver a minimum target yield of 3%.
Fund Type:

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

Rathbone Multi-Asset Strategic Growth Portfolio

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Fund snapshot

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  • Generate long-term returns at a lower volatility than equity markets
  • Achieve long term capital growth through diversifying investment
  • Meets cash flow needs from a mixture of capital growth and income
  • Realistic and achievable returns without the pressure of taking increasing levels of risk
  • Focus on future correlations and liquidity risk, not volatility
  • The strategy benefits from extensive experience, continuity and accountability
Fund Type:

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

Rathbone Ethical Bond Fund

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Fund snapshot

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  • The fund is a traditional socially responsible investment (SRI) fund.
  • Experience of managing ethically-screened private-client investment business.
  • Engagement, governance and stewardship managed by a central governance committee.
  • Open and transparent ethical criteria and reporting lines
  • The fund targets an investment grade high yield with a strong ethical overlay
  • Quarterly payout of income.
Fund Type:

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

Rathbone Multi-Asset Strategic Income Portfolio

Select other funds

Fund snapshot

View factsheet

  • Growing the real value of the capital base to deliver the sustainable income stream
  • Realistic and achievable income without increasing the level of risk
  • Delivering a stable monthly income flow
  • Targeting lower drawdowns than the stockmarket
  • We aim to deliver a minimum target yield of 3%.
Fund Type:

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

Rathbone Multi-Asset Strategic Growth Portfolio

Select other funds

Fund snapshot

View factsheet

  • Generate long-term returns at a lower volatility than equity markets
  • Achieve long term capital growth through diversifying investment
  • Meets cash flow needs from a mixture of capital growth and income
  • Realistic and achievable returns without the pressure of taking increasing levels of risk
  • Focus on future correlations and liquidity risk, not volatility
  • The strategy benefits from extensive experience, continuity and accountability
Fund Type:

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

Rathbone Multi-Asset Total Return Portfolio

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Fund snapshot

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  • Compound cash plus total returns generating consistent returns over all time periods
  • Focus on future correlations and liquidity risk, not volatility
  • A lower risk strategy for the cautious investor
  • Investment time horizon: three to five years.
  • Low OCF for truly active management  
  • The strategy benefits from extensive experience, continuity and accountability
Fund Type:

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

Rathbone Ethical Bond Fund

Select other funds

Fund snapshot

View factsheet

  • The fund is a traditional socially responsible investment (SRI) fund.
  • Experience of managing ethically-screened private-client investment business.
  • Engagement, governance and stewardship managed by a central governance committee.
  • Open and transparent ethical criteria and reporting lines
  • The fund targets an investment grade high yield with a strong ethical overlay
  • Quarterly payout of income.
Fund Type:

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

Rathbone Multi-Asset Total Return Portfolio

Select other funds

Fund snapshot

View factsheet

  • Compound cash plus total returns generating consistent returns over all time periods
  • Focus on future correlations and liquidity risk, not volatility
  • A lower risk strategy for the cautious investor
  • Investment time horizon: three to five years.
  • Low OCF for truly active management  
  • The strategy benefits from extensive experience, continuity and accountability
Fund Type:

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