Rathbone Multi-Asset Dynamic Growth Portfolio W-Class Income

The fund aims to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 4%, after fees, over any rolling five-year period by investing with a Liquidity, Equity-type risk, and Diversifiers (LED) framework. This total return includes both capital growth and income from investments.

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, derivatives for hedging, and contingent convertible bonds. The fund can also hedge overseas assets back to sterling.

The fund's performance can diverge significantly from its benchmarks over shorter periods of time, making it not suitable for investors planning to withdraw their money within five years. Investors should have a basic knowledge of multi-asset investments, intend to invest for longer than five years, understand the risks involved, and have the ability to bear a capital loss.

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