Rathbone Multi Asset Enhanced Gr S Acc

Fund

Fund Info

  • Yield History1.44%
  • 3 Year sharpe1.14
  • 3 Year alpha0.52
  • Distribution Typeaccumulation
  • BenchmarkUK CPI PR GBP + 5%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.75%
  • SectorVolatility Managed
  • Manager GroupRathbone
  • DomicileUnited Kingdom
  • ISINGB00B7ZPKY25

Investment Strategy

The fund seeks to achieve a long term total return in excess of the Consumer Price Index (CPI) +5% over a minimum fi ve to ten year period, and a risk budget of 100% of the volatility of global equities as measured by the MSCI World Equity index. The income yield will at best be minimal. There is no guarantee that the fund will achieve a positive return over this, or any other, period and investors may not get back the original amount they invested.

Latest news

Currently there for this fund. Visit our news hub for other news .