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 

 

TCFD report

SDR Consumer-Facing Disclosure

Fund launch

March 2021

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

Ratings and awards

Literature Library

Rathbone Greenbank Multi-Asset ISA application form (S class) 2025/2026

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Rathbone Greenbank Multi-Asset Dynamic Growth Portfolio - full fund holdings information

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Rathbone Greenbank Multi-Asset Portfolios - supplementary information document (SID)

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Rathbone Greenbank Multi-Asset Dynamic Growth, Fund Factsheet (S class)

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Rathbone Greenbank Dynamic Growth Portfolio - Investment commentary

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Rathbones Asset Management Assessment of Value 2024 Report (Consolidated)

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Rathbone Greenbank Multi-Asset Portfolio, interim report and accounts

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Rathbone Greenbank Dynamic Growth Portfolio - Quarterly Investment Commentary

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Meet the fund managers

Will McIntosh-Whyte

Fund manager

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. 

David Coombs

Head of multi-asset investments

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.