Rathbone LED Managed
An accessible discretionary service wrapped around our multi-asset funds
This offers your clients a detailed and personal level of attention that you would typically receive from a discretionary portfolio service. There are six strategies in the range, which invest in our Rathbone Multi Asset Portfolio funds. It comprises many of the hallmarks of a bespoke portfolio services normally only accessible to clients with larger sums to invest.
Find out more about how our LED approach and Rathbone LED Managed service.
Fees
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.
Underlying fund charges and other fund information can be found here.
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.
Performance
Prices, performance and ratings for the multi-asset portfolio funds comprising the Rathbone LED Managed service can be found here.