Rathbone LED MPS
Our multi-asset expertise packaged across a range of client risk profiles
This is our managed portfolio service, which is offered by Rathbone Investment Management and invests exclusively in the range of Rathbone Multi-Asset Portfolio funds managed by Rathbone Unit Trust Management. Investors benefit from the same diversified, risk-managed approach within a straightforward risk-rated solution supported by a responsive administration team.
How does our managed portfolio service work?
The six managed portfolio strategies offered cover a range of client risk profiles and investment objectives and, depending on the client’s choice of strategy, invest in one, or in some cases, two of the multi-asset funds:
The six strategies suit different appetites for risk and return. Simply decide which strategy is right for your client, and then complete a short application form. Your client may want to discuss their situation and financial objectives with you before making a decision. The multi-asset funds in which these strategies invest have successful track records of delivering consistent returns in line with their volatility targets. The six strategies appeal to a wide variety of investors and can be held in individual savings accounts (ISAs) and self-invested personal pensions (SIPPs).
For prices, performance and ratings for the multi-asset portfolio funds are available on request, please contact us at firstname.lastname@example.org
Whether you’re considering investing for the first time or switching from an existing provider, our managed portfolio service could be the ideal solution. For more information including details of our charging structure, please contact our intermediary services desk at email@example.com
*A tax liability may be incurred if switches are made between funds or strategies and in the event of rebalancing the Balanced and Equity strategies.