Rathbone LED Managed
A more attentive service, direct access to an investment management team and working with you, are hallmarks of LED Managed, meaning it has the flexibility to accommodate your clients’ personal objectives, such as structured income requirements and tax allowance management. Allied to this are any tax-efficiencies and the buying power of a unitised investment — LED Managed invests exclusively in the range of Rathbones multi-asset portfolio funds managed by Rathbone Unit Trust Management (known as Rathbone Funds).
All the service you need, none of what you don’t
The strength of our LED Managed solution lies in the control it gives your clients over the degree of personalisation they receive — and what will give them greatest value.
With direct access to an expert investment team, you receive many of the features you would expect from a full-blown discretionary service. This team will work with your client Because your specific circumstances don’t require the entire breadth of a full discretionary service, and therefore don’t need to incur the cost, you benefit from the value delivered by a fund-based solution and the economies that offers.
Taking care of things for you
Within LED Managed, your investment manager will provide a discretionary service. This means that they will manage your client’s money on your behalf but work with Rathbone Funds to oversee their investments, taking care of everything on your behalf and making sure things are on track.
A flat annual management charge of 0.50% will apply to the multi-asset portfolio funds. In addition, an investment management fee of 0.50% (plus VAT) applies to clients introduced by professional advisers. Adviser charging may be accommodated on a case-by-case basis as requested. There are no dealing charges within this service.
Third party administration fees are debited directly from the multi-asset portfolio funds. Full details are available in the fund prospectus which is available on request.
A full schedule of charges is available upon request.
Whether you’re considering investing for the first time or switching from an existing provider,
our LED Managed service could be the right solution for you.