Rathbone Greenbank Dynamic Growth Portfolio S Inc

The fund aims to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 4%, after fees. This total return includes both capital growth and income from investments, with the goal of significantly outperforming inflation.

The fund's investments are split between Liquidity assets (0-30%), Equity-type assets (50-90%), and Diversifiers (0-30%). It invests globally in government and corporate bonds, listed company shares, actively and passively managed funds, structured products, and derivatives for hedging. Up to 10% of the fund can be invested in contingent convertible bonds, and overseas assets can be hedged back to sterling.

The fund actively manages its investments, which can lead to performance diverging significantly from benchmarks over shorter periods. Therefore, it may not be suitable for investors planning to withdraw their money within five years. Investors should have a basic knowledge of multiasset investments, be willing to invest for longer than five years, understand the risks involved, and be able to bear a capital loss.

https://www.rathbonesam.com/uk/financial-adviser/multi-asset/rathbone-greenbank-multi-asset-portfolios/rathbone-greenbank-dynamic-growth