Rathbone Multi-Asset Total Return Portfolio

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Why invest in the Total Return 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

June 2009

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

Key documents*

Prices and performance

View the latest prices and performance for this fund

Fund centre

Ratings and awards

Defaqto
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Literature Library

Rathbone Multi-Asset Portfolio, interim report and accounts

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Rathbone Multi-Asset Enhanced Growth Portfolio - full fund holdings information

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Rathbone Multi-asset Enhanced Growth Fund Factsheet (S class)

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Rathbone Multi-asset Enhanced Growth Portfolio - Investment commentary

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Rathbones Asset Management Assessment of Value 2024 Report (Consolidated)

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Multi-Asset Enhanced Growth Quarterly Investment Commentary

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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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Podcast

The Sharpe End

A multi-asset investing podcast

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