Rathbone Multi Asset Strategic Gr S Inc

Fund
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Fund Info

  • Yield History1.60%
  • 3 Year sharpe0.89
  • 3 Year alpha1.77
  • Distribution Typeincome
  • BenchmarkUK CPI + 3%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.66%
  • SectorVolatility Managed
  • Manager GroupRathbone
  • DomicileUnited Kingdom
  • ISINGB00B86NX655

Investment Strategy

The fund seeks to achieve a long term total return of between 3% and 5% above the Consumer Price Index (CPI) over a minimum five year period, and a targeted risk budget of two thirds of the volatility of global equities as measured by the MSCI World Equity index. 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.

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