This page explains our benchmarks which align with our investment strategies, helping you to evaluate the performance of your portfolio and assess our ongoing investment management.
For sterling-based portfolios, we have six composite Benchmarks which correspond to each of our investment strategies. The Benchmarks are comprised of equities, bonds and cash and reflect the risk level you have agreed with your investment manager. The Benchmarks are constructed using market indices. For example, for sterling-based investors with an allocation to UK equities, we use the FTSE All Share Index and for overseas equities, we use the FTSE All World ex UK Index. The weightings of the representative indices within each Benchmark vary according to the portfolio risk level.
We assign a primary benchmark to each portfolio.
The Benchmarks are reported on a gross basis, and do not account for any fees relating to investment management, the underlying investments held, tax considerations or your personal circumstances. Any variance may be discussed with your Investment Manager.
Please see the table below for details of the representative indices for each asset type and their weightings within each of the Benchmarks.
For dollar-based portfolios, we have six composite Benchmarks which correspond to each of our investment strategies. The Benchmarks are comprised of equities, bonds and cash and reflect the risk level you have agreed with your investment manager. The Benchmarks are constructed using market indices. For example, for dollar-based investors with an allocation to US equities, we use the FTSE USA index. The weightings of the representative indices within each Benchmark vary according to the portfolio risk level.
We assign a primary benchmark to each portfolio.
The Benchmarks are reported on a gross basis, and do not account for any fees relating to investment management, the underlying investments held, tax considerations or your personal circumstances. Any variance may be discussed with your Investment Manager.
Please see the table below for details of the representative indices for each asset type and their weightings within each of the Benchmarks.
For euro-based portfolios, we have six composite Benchmarks which correspond to each of our investment strategies. The Benchmarks are comprised of equities, bonds and cash and reflect the risk level you have agreed with your investment manager. The Benchmarks are constructed using market indices. For example, for euro-based investors with an allocation to European equities, we use the FTSE Developed Europe ek UK index. The weightings of the representative indices within each Benchmark vary according to the portfolio risk level.
We assign a primary benchmark to each portfolio.
The Benchmarks are reported on a gross basis, and do not account for any fees relating to investment management, the underlying investments held, tax considerations or your personal circumstances. Any variance may be discussed with your Investment Manager.
Please see the table below for details of the representative indices for each asset type and their weightings within each of the Benchmarks.
If you have any questions about our benchmarks, please speak to your Investment Manager.
This is for information and does not constitute advice or any form of recommendation as to the suitability of a strategy or strategies for your needs. You should seek advice as to the suitability of any strategy for your needs and risk profile.
Rathbones is a trading name of Rathbones Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Rathbones Investment Management International Limited is regulated by the Jersey Financial Services Commission and is licensed by the Guernsey Financial Services Commission.
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