Rathbone Multi-Asset Total Return Portfolio S Inc
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General Objective
The fund aims to deliver a greater total return than the Bank of England's Base Rate + 2%, after fees, over any three-year period by investing with a Liquidity, Equity-type risk, and Diversifiers (LED) framework. Total return includes capital growth and income from investments, with the goal of outperforming UK savings accounts.
Fund Exposure
The fund's investments are split between Liquidity assets (10-50%), Equity-type assets (20-60%), and Diversifiers (0-50%). It can invest 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.
Risks
Investors should be aware that the fund's capital is at risk, and there is no guarantee of achieving a total return over any time period. The fund aims to limit volatility to no more than one-third of the FTSE Developed stock market index, but fluctuations in global stock markets can impact the fund's value.