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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 Multi-Asset Strategic Growth Portfolio

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Fund snapshot

View factsheet

'Cracking on' - 10 more years of evolution: When we set up our multi-asset funds 10 years ago, we thought people would appreciate accountability and value reliability. Turns out we were onto something.  Read the full report  

  • 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 overview

Costs and charges

MiFID II charges

S class

Ongoing Charges Figure (OCF) as at 31.03.2019
0.66%

Transaction costs
0.11%

Total MiFID II charges
0.77%


The MiFID II charges include the Ongoing Charges Figure (OCF) and transaction costs. PRIIPs compliant

Performance

Prices and dividends

Breakdown

Downloads

Pages

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

Tuesday, June 4, 2019

Cracking on..

In our latest investment report, Rathbones Head of multi-asset investments David Coombs takes a look back over the past 10 years and explains how his team is preparing for the next 10.

Download report
 

Wednesday, May 8, 2019

Webcast: multi-asset update

With the Fed putting the brakes on rate hikes, Chinese growth rebounding and positive noises coming out of US-China trade discussions, Assistant Fund Manager Will McIntosh-Whyte discusses how the RMAPs team is positioning portfolios following the strong bounce back in equity markets so far this year.
 

Listen here

 

Monday, December 31, 2018

Ditch the models

Something has been creeping into our minds over the past few years: in everything from technology, politics and risk to the dynamics of interest rates, the models of yesterday appear to be breaking down.

Read more

 
Tuesday, August 14, 2018

US diary - 'coming to America'

A first-hand look at one of the world's great growth engines, by David Coombs

Read the full diary

Wednesday, January 31, 2018

Prepare for turbulence

Buckle up, it’s going to get bumpy!  Find out why, by David Coombs, head of multi-asset investments

Read the full report