Document Library
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| Assessment of value | Fund brochure |
| Annual review 2023 | Case studies |
For additional fund documents and share classes visit our literature library
Awards and Ratings
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MiFID II charges
S class
Ongoing charges figure (OCF) as at 30.06.2023
Inc: 0.65%/Acc: 0.65%
Transaction costs
Inc: 0.05%/Acc: 0.05%
Total MiFID II charges
Inc: 0.7%/Acc: 0.7%
The MiFID II charges include the ongoing charges figure (OCF) and transaction costs. PRIIPs compliant
Rathbone Greenbank Dynamic Growth Portfolio - Quarterly Investment Commentary
31 December 2023
Download FileRathbones Unit Trust Management - Approach and readiness to Consumer Duty
28 April 2023
Download FileRathbones Unit Trust Management - Consumer Duty - Platforms for Advisers
28 April 2023
Download FileInvestment commentary - Rathbone Greenbank Dynamic Growth Portfolio - October 2022
31 October 2022
Download FileRathbone Greenbank Multi-Asset Portfolios sustainability process brochure
30 June 2022
Download FileMeet the fund managers
DAVID COOMBS
Head of multi-asset investments
DAVID COOMBS
Head of multi-asset investments
David heads our multi-asset investments team, which manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management, where he managed multi-asset funds and segregated mandates. He began his career with Hambros Bank in 1984.
David heads our multi-asset investments team, which manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management, where he managed multi-asset funds and segregated mandates. He began his career with Hambros Bank in 1984.
Will McIntosh-Whyte
Fund manager
Will McIntosh-Whyte
Fund manager
Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management.
Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management.
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.
