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Home › UK › Financial Adviser › Rathbone Greenbank Portfolio Range › Rathbone Greenbank Defensive Growth Portfolio

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This website is for financial advisers, intermediaries and professional investors looking for all major asset classes and regions, with options for clients seeking growth, income or additional diversification through our range of funds.

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From 29 March 2019 the fund will not accept any new clients domiciled in an European Union (EU) 27 country. Current investors within the EU and the European Economic Area (EEA) may continue to hold units in our UK domiciled funds and may make additional contributions. This is subject to change.

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Rathbone Greenbank Defensive Growth Portfolio

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Fund snapshot

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View full fund holdings information

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View sustainability process brochure

We aim to deliver a greater total return than the Consumer Price Index
(CPI) measure of inflation + 2%, after fees. 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 + 2% 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 half 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
half 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.

Will Mcintosh-Whyte

Fund manager

David Coombs

Head of multi-asset investments

Ratings

Costs and charges

MiFID II charges

S class

Ongoing charges figure (OCF)
Inc: 0.65%(est)/Acc: 0.65%(est)

Transaction costs
Inc: 0.10%(est) /Acc: 0.10%(est)

Total MiFID II charges
Inc: 0.75%(est) /Acc: 0.75%(est)

Performance

Fund inception date - 29 March 2021.
Performance not available until fund reaches a 12 month track record.

Downloads

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

Wednesday, March 17, 2021

ESG: A packaged deal

From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.

Read more

Monday, March 29, 2021

Investor brochure

Sustainable investing with genuine diversification.

 

 

 

 

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