Rathbone Multi-Asset Strategic Income Portfolio

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Why invest in the Strategic Income Portfolio

  • 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  
  • Truly active management – in today’s volatile markets, managing portfolios requires a hands-on approach, not just monthly rebalancing 

Fund launch

October 2015

*For additional fund documents and share classes visit our literature library

Key documents*

Prices and performance

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Ratings and awards

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Literature Library

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Multi-asset ISA application form (S class) 2026/2027

OEICs Prospectus

European MiFID Template

Remuneration policy

Rathbone Multi-Asset Portfolio, interim report and accounts

Rathbone Multi-Asset Strategic Income Portfolio - full fund holdings information

Multi-asset Supplementary Information Document

Rathbone Multi-asset product brochure

Rathbone Multi-asset Strategic Income Portfolio - Investment commentary

Rathbones Asset Management Assessment of Value 2024 Report (Consolidated)

Rathbone Multi-asset Strategic Income - Quarterly Investment Commentary

Key Investor Information Rathbone Multi-Asset Strategic Income Portfolio (S Inc)

Meet the fund managers

David Coombs

Head of multi-asset investments

David Coombs

Head of multi-asset investments

David heads our multi-asset investments team, which manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management, where he managed multi-asset funds and segregated mandates. He began his career with Hambros Bank in 1984. 

Will McIntosh-Whyte

Fund manager

Will McIntosh-Whyte

Fund manager

Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management. 
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