Sustainability investment labels help investors find products that have a specific sustainability theme. This product has a ‘Sustainability Focus’ label: it invests mainly in assets that focus on sustainability for people or the planet.
Why invest in the Rathbone Greenbank Strategic Growth Portfolio
- An authentic approach – sustainability analysis is undertaken by Greenbank, an ethical, sustainable and impact research division of Rathbones that can’t be influenced by our fund managers; it has a veto on our holdings, ensuring all investments are truly sustainable
- Risk and reward – we judge ourselves on volatility as well as returns, to provide a smoother journey to your financial goals
- Longevity – our management team has years together with years to come, giving you stability and experience you can trust
- Globally diversified – our managers have a wider toolset to help them meet risk and return objectives
- Comprehensive sustainability analysis – our transparent metrics cover all assets, including more complex areas like government bonds and structured products
Ratings and awards
Literature Library
Rathbone Greenbank Dynamic Growth Portfolio - Quarterly Investment Commentary
Rathbone Greenbank Dynamic Growth Portfolio – SDR Consumer-Facing disclosure
Key Investor Information Rathbone Greenbank Dynamic Growth Portfolio (S Acc)
Key Investor Information Rathbone Greenbank Dynamic Growth Portfolio (S Inc)
Rathbone Greenbank Multi-Asset application form S-class (Individual Investor)
Rathbone Greenbank Multi-Asset application form S-class (Corporate Investor)
Rathbone Greenbank Multi-Asset Portfolio, annual report and accounts
Rathbones Asset Management Assessment of Value 2023 (Consolidated)
Rathbone Greenbank Multi-Asset Portfolios sustainability process brochure
Rathbone Greenbank Multi-Asset Portfolio Annual Review
Rathbone Greenbank Dynamic Growth Fund assessment of value report
Rathbones Unit Trust Management - Approach and readiness to Consumer Duty
Meet the fund managers
Will McIntosh-Whyte
Fund manager
David Coombs
Head of multi-asset investments
