Individual investors

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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 overview

Costs and charges

MiFID II charges

R class

Ongoing Charges Figure (OCF) as at 31.03.2018
1.73%

Transaction costs
0.11%

Total MiFID II charges
1.84%


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

Performance

Prices and dividends

Breakdown

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

Friday, January 18, 2019

In context

Investors seem to be flitting between fear and optimism in an increasingly erratic manner. Hopes for a soft-touch Federal Reserve seem to be driving most of the optimism, notes chief investment officer Julian Chillingworth.

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Tuesday, October 16, 2018

Targeting risk and return

Multi-asset investments, catering for your investment needs and risk appetite

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