Rathbone Multi-Asset Strategic Income Portfolio W Income

The Rathbone M-A Strategic Income Port is designed to provide investors with an annual income of at least 3% and achieve total returns that exceed inflation by investing in a diversified portfolio structured around the LED framework. Specifically, the fund allocates between 5% and 40% to liquidity assets, such as cash or easily sellable securities, to reduce volatility. It invests 40% to 80% in equity-type assets, including shares and similar growth-oriented investments. The remaining portion is allocated to diversifiers, which may include various asset classes that help balance the portfolio and enhance returns while managing risk.