Rathbone Multi Asset Strategic Gr S Inc
Fund
Fund Info
- Yield History1.58%
- 3 Year sharpe1.02
- 3 Year alpha1.45
- 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.
Latest news
Currently there for this fund. Visit our news hub for other news .