Why invest in the Multi-Asset Portfolios?
- A complete range — the breadth of our range offers consistent solutions for virtually all investors in the UK or Europe
- 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
- Truly active management – a different take on building portfolios means we have genuinely diversified portfolios
Fund Overview
Our multi-asset funds are designed to be complete portfolios for investors across most time horizons and tolerances of risk. Rather than aiming to beat the stock market or rival funds, we are tasked with making specific returns above either inflation or the Bank of England’s benchmark interest rate over three to five years. We aim to do this while controlling volatility relative to global stock markets. You can view the full range and their objectives here.
Unlike many other fund managers, we don’t diversify our portfolios in terms of whether they are stocks, property, government or corporate bonds, or by where investments are headquartered. Instead, we categorise our holdings according to our LED framework:
- Liquidity - Safe assets, like government bonds, that tend to gain in value during stock market falls
- Equity-type risk – stocks, corporate bonds, and other assets that tend to rise and fall with stock markets
- Diversifiers – investments that behave differently to stock and bond markets during stressed periods
We do this because we believe it’s the best way to ensure portfolio diversification works when you need it most – during a stock market slump. By holding progressively more Equity-type risk, our portfolios can offer greater returns along with greater risk, or volatility.
SICAV Strategic Growth Portfolio
SICAV Total Return Portfolio
SICAV Enhanced Growth Portfolio
Meet the team
David Coombs
Head of multi-asset investments
David Coombs
Head of multi-asset investments
London
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.
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
London
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.
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.
Craig Brown
Senior investment specialist, Rathbone Multi-Asset Portfolios
Craig Brown
Senior investment specialist, Rathbone Multi-Asset Portfolios
London
Craig Brown is the senior investment specialist for the Rathbone Multi-Asset Portfolios and Managed service. Craig joined Rathbones in November 2018, bringing 15 years’ financial services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.
Craig Brown is the senior investment specialist for the Rathbone Multi-Asset Portfolios and Managed service. Craig joined Rathbones in November 2018, bringing 15 years’ financial services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.
