Managed portfolio service

Our managed portfolio service has been created for clients who do not need a discretionary service but want access to an investment offering investing in funds with a proven track record of success coupled with efficient and responsive administration.

The service provides clients with £15,000 or more access to high-quality investing, together with a service specifically designed to meet their requirements.

Our service is offered on an execution-only basis (i.e. we implement your clients’ instructions, but don’t give you investment advice), which offers clients access to unconstrained active management by highly  experienced fund managers, supported by our proprietary investment process and research team. There are six strategies in the range, targeting capital growth or income*

The managed portfolio service is offered by Rathbone Investment Management and invests exclusively in the range of Rathbones multi-asset portfolio funds (the ‘RMAP’ funds) managed by Rathbone Unit Trust Management Limited (a subsidiary of Rathbone Brothers Plc).

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 before making a decision. The multi-asset funds in which these strategies invest have successful track records of delivering consistent returns. 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).

Performance

For prices, performance and ratings for the multi-asset portfolio funds are available on request, please contact us at dfmsales@rathbones.com

Next steps

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 dfmsales@rathbones.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.

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.

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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.