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.

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.

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. 

Find out more about how our LED approach and Rathbone LED Managed service.

Important legal information

This area of the site is for professional advisers

Please read this page before proceeding, it explains certain legal and regulatory restrictions applicable to the distribution of this information. It is your responsibility to inform yourselves of and to observe all applicable laws and regulations of the relevant jurisdiction.

This section of the website is directed only at investment advisers and other financial intermediaries who are authorised and regulated by the Financial Conduct Authority (FCA).

The information provided in this site is directed at UK investment advisers only and must not be circulated to private clients or to the general public. It does not constitute an offer to sell, or solicit an offer to purchase any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

I confirm that I am an investment intermediary authorised and regulated by the Financial Conduct Authority. I have read and understood the legal information and risk warnings below:

Important Information (Terms and Conditions)

The information contained on this site is believed to be accurate at the date of publication but no warranty of accuracy is given and the information is subject to change without notice. Any opinions or estimates included herein constitute a judgement as of the date of publication and are subject to change without notice. Furthermore, no responsibility is accepted for the accuracy of any information contained within sites provided by third parties that may have links to or from our pages.

Rathbone Investment Management Limited ("RIM") is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered Office: Port of Liverpool Building, Pier Head, Liverpool L3 1NW. Registered in England No 01448919.

In accordance with regulations, all electronic communications and telephone calls between Rathbones and its clients are recorded and stored for a minimum period of six months.

The information provided in this site is directed at UK investors only. It does not constitute an offer to sell, or solicit an offer to purchase any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

In particular, the information herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in France and the United States of America to or for the benefit of United States persons (being resident in the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof).

In order to comply with money laundering and other regulations, additional documentation for identification purposes may be required.

Rathbones shall have no liability for any data transmission errors such as data loss, damage or alteration of any kind including, but not limited to, any direct, indirect or consequential damage arising out of the use of services provided or referred to in this website.

Past performance should not be seen as an indication of future performance.

The value of investments and the income from them can fall as well as rise and you may not get back the amount originally invested, particularly if your client does not continue with the investment over the longer term.

Changes in the rate of exchange between currencies may cause the value of an investment to go up or down.

Interest rate fluctuations are likely to affect the capital value of investments within bond funds. When long term interest rates rise the capital value of units is likely to fall and vice versa. The effect will be more apparent on funds that invest significantly in long dated securities. The value of capital and income will fluctuate as interest rates and credit ratings of the issuing companies change.

Tax levels and reliefs are those currently applicable and may change and the value of any tax advantage will depend on individual circumstances.

Investing in emerging markets or small companies may be potentially volatile, as these investments are high risk.

The design, text and images are owned, except as expressly stated by members of the Rathbone Group. They may not be copied, transmitted, displayed, performed, distributed, licensed, altered, framed, stored or otherwise used in whole or in part or in any manner without the written consent of Rathbones except to the extent permitted and under the procedures specified in the copyright Designs and Patents Act 1988, as amended and then only with notices of Rathbones' rights.