Multi-Asset Portfolios

A portfolio for everyone

WHY INVEST IN THESE FUNDS?

  • A complete range —the breadth of our range offers consistent solutions for virtually all investors in the UK or overseas, including sustainable investors
  • Risk and reward – we judge ourselves on volatility as well as returns, to provide a smoother journey to your financial goals
  • Longevity – Our management team has years together with years to come, giving you stability and experience you can trust
  • Globally diversified – our managers have a wider toolset to help them meet risk and return objectives  
  • Truly active management – in today’s volatile markets, managing portfolios requires a hands-on approach, not just monthly rebalancing

Our multi-asset funds started life in 2009. Since then they have steadily developed into a full range of cost-effective actively managed portfolios catering to investors from low to high risk, a set of funds for overseas investors, as well as a sustainably managed range.  

The investment environment is constantly changing, so we believe we must be flexible and evolve with it, while staying true to our process. Challenge is key to success – whether we’re challenging ourselves, the management teams we invest alongside or the prevailing consensus in the marketplace. It is vital to avoid complacency.  

rathbone Multi-Asset Portfolios

RATHBONE GREENBANK MULTI-ASSET PORTFOLIOS

Meet the team

IN CONVERSATION JANUARY 2024

Manager Will McIntosh-Whyte looks back at 2023 and picks out some of the bigger drivers of the funds’ performance. He discusses current positioning and how he and the team have been taking advantage of the recent market volatility in both bonds and equities. Finally, he explains how they are hedging some of the key risks going into the new year, as well as where they are finding some exciting opportunities in the market.

In the KNOW

READ THE LATEST NEWS AND VIEWS FROM OUR MULTI-ASSET TEAM.

Insights