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.
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.
Prices, performance and ratings for the multi-asset portfolio funds comprising the Rathbone LED Managed service can be found here.