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Strategies Funds

We currently offer you two core strategies funds with targeted risk and return objectives using unconstrained, multi-asset investment.

The investment style of our funds aims to deliver superior risk-adjusted performance in all market conditions through an integrated portfolio of diverse asset classes, investment strategies and independent funds selection.

Two options are currently available to you as part of our discretionary portfolio management service:  

  • Conservative Total Return – The primary aim is to deliver absolute performance targeting cash plus 2% returns over a three-year period.
  • Strategic Growth – The primary aim is to deliver a risk-adjusted total return targeting inflation plus 5% over the longer-term.

Understanding your financial requirements & aspirations is essential to the way we work.

For more information on how we can help you develop an investment portfolio that meets your requirements, please call 01534 740500 or email jonathan.giles@rathbones.com

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© 2012 Rathbone Brothers Plc - Incorporated and registered in England and Wales.
Registered Office: 159 New Bond Street, London W1S 2UD. Registered Number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.