Rathbone Multi-Asset Total Return Portfolio S Inc
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The Rathbone M-A Total Return Port fund aims to achieve higher overall returns than typical UK savings accounts by investing in a balanced mix of assets through its Liquidity, Equity-type risk, and Diversifiers (LED) framework. The portfolio includes between 10% and 50% in easily sellable liquid assets, while the rest is allocated to equity-type investments for growth and diversified assets to provide income and reduce risk. This combination seeks to deliver both capital growth and income from dividends and interest, all while keeping the fund's volatility significantly lower than the broader stock market.
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total returnftse developedled framework
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OTHER SHARE CLASSES OF THIS FUND
Rathbone Multi-Asset Total Return Portfolio W-Class Income
Rathbone Multi-Asset Total Return Portfolio W-Class Income
Rathbone Multi-Asset Total Return Portfolio W-Class Income
Annual Return
-50%0%+50%
Risk level
110
-0.77%GBP 1.07
Rathbone Multi-Asset Total Return Portfolio S Acc
Rathbone Multi-Asset Total Return Portfolio S Acc
Rathbone Multi-Asset Total Return Portfolio S Acc
Annual Return
-50%0%+50%
Risk level
110
-0.77%GBP 1.79
Rathbone Multi-Asset Total Return Portfolio W-Class Accumulation
Rathbone Multi-Asset Total Return Portfolio W-Class Accumulation
Rathbone Multi-Asset Total Return Portfolio W-Class Accumulation