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
Rahab Paracha
Sustainable multi-asset investment specialist
Rahab Paracha
Sustainable multi-asset investment specialist
London
Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.
Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.
Hannah Kennedy
Portfolio Management Assistant
Hannah Kennedy
Portfolio Management Assistant
London
Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.
Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.
Sally Hoang
Fixed Income Research Analyst – Multi-Asset
Sally Hoang
Fixed Income Research Analyst – Multi-Asset
London
Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.
Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.
