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Rathbone Multi-Asset Total Return Portfolio


01/05/2009 00:00:00Rathbone Brothers PlcRathbone Brothers PlcMulti-asset portfolios
  • A core holding for those seeking to generate long-term returns at a lower volatility than the equity markets
  • Increasing income and capital return through investment in a mix of assets
  • A lower risk strategy for the cautious investor
  • Time horizon: Three to five years.

Why invest

  • Suitable for anyone saving for a pension, or as a core holding in an overall investment portfolio
  • Suitable for anyone aiming to achieve a higher return than cash over the time horizon above.

Important info

Ratings (based on master fund)

Notes on downloads

  • Our industry trade body in the UK, The Investment Association (IA), offers additional guidance on the charges and costs of investing. Please visit the IA website.

How to invest

Visit our ‘how to invest’ pages to find out your various options for buying the fund. This includes information about your contacts within Rathbones.

Five common “myths” of Brexit dispelled in Rathbones report

9th March 2016 in Market commentary

The report, titled If you leave me now, looks to assess the impact of the Referendum on the markets and investment strategy. One of the main aims of the paper is to challenge some of the hyperbole or “myths” surrounding five main issues. Specifi...

Rathbones expands SICAV suite with launch of Rathbone Income Fund

8th September 2016 in Company news

Rathbone Unit Trust Management (Rathbones) confirms its intention to launch an offshore version of the Rathbone Income Fund to investors based in Continental Europe.Domiciled in Luxembourg, the proposed fund will invest via a master-feeder structure...

US vs Europe - the American Dream is alive and kicking

6th October 2016 in Investment updates

One of the main aims of the paper is to demonstrate why Rathbones believes the US still offers “superior investment opportunities” versus Europe and remains “reassuringly expensive”.

Q3 Investment update; 'No room for complacency'

7th October 2016 in Investment updates

Financial and political chaos were widely predicted if the UK voted for ‘Brexit’, yet all is calm. While we remain unconcerned about the risk of a meaningful economic contraction in the short term, there are several risks to the UK and global economi...