Rathbone SICAV Multi-Asset Total Return Portfolio

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Awards and Ratings

On 14 December 2021, our return benchmark changed from LIBOR +2% to the Bank of England Base Rate +2%. Our volatility benchmark changed from volatility as a percentage of the volatility of the MSCI World Index to volatility as a percentage of the volatility of the FTSE Developed Index. Our reporting material on this site will be updated as the next regular monthly, quarterly or bi-annual update is made.

• Compound cash plus total returns generating consistent returns over all time periods
• Focus on future correlations and liquidity risk, not volatility
• A lower risk strategy for the cautious investor
• Investment time horizon: three to five years.
• Low Ongoing Charges Figure (OCF) for truly active management
• The strategy benefits from extensive experience, continuity and accountability