Rathbone Strategic Growth Portfolio
Our approach
We set out to design products that would help financial advisers meet their clients’ core requirements. Much of the multi-asset market is concentrated in the traditional managed sector categories with the aim of outperforming peers. As a result, a fixation on performance relative to competitors has developed. A refreshing and we believe more appropriate alternative approach is those adopted in our two sub-funds. Many products merely rely on their credentials as the selectors of best of breed funds and only use traditional asset classes but we don’t have the restrictions of asset class bias – total flexibility in terms of where we think is the right place to invest at a given point.
Fund objective
This fund aims to outperform the CPI inflation rate by five per cent (long-term equity risk premium). Its volatility target is two thirds of equity volatility on the MSCI World Index in Sterling terms. The fund aims to target a real return over 5 to 10 years, equivalent to that achieved through investing in equities but with lower volatility.