Rathbone Investment Management expands access to Rathbone Greenbank Portfolio Range for advisers

The new propositions are the Greenbank LED MPS, an intermediated execution-only offering for clients with a minimum investment threshold of £15,0001; and Greenbank LED Managed, an intermediated discretionary proposition for those clients with a minimum investment threshold of £150,000.    Both propositions will offer look-through reporting as part of a comprehensive reporting package, including a year-end tax pack to help investors or their accountants complete self-assessment tax returns and reporting on the sustainability characteristics of their investment.     Advisers using the Greenbank LED MPS will also receive telephone and email access to a dedicated UK-based client service team, secure messaging for client communications and trade instructions.   Advisers using the Greenbank LED Managed will have direct access to a dedicated investment manager, who will be responsible for ensuring that investments remain suitable for the client’s individual needs. The investment manager will keep advisers informed of the portfolio’s investment performance and will manage assets whilst being mindful of the tax position.    The new offerings are eligible for tax efficient structures including trusts and settlements, ISAs, SIPPs and offshore bonds.   The Rathbone Greenbank Portfolio Range – which aims to harness the risk-adjusted fund performance record of Rathbones’ multi-asset team, and Greenbank’s two decades of experience in ethical, sustainable and impact research and investment - comprises four new sustainable multi-asset investment funds (Rathbone Greenbank Total Return Portfolio, Rathbone Greenbank Defensive Growth Portfolio, Rathbone Greenbank Strategic Growth Portfolio, and the Rathbone Greenbank Dynamic Growth Portfolio)3, each targeting different levels of risk, and the existing Rathbone Greenbank Global Sustainability Fund2, managed by David Harrison.    Will McIntosh-Whyte is the fund manager for the new multi-asset funds, supported by David Coombs. Research resource is provided for all funds by the Rathbone Greenbank Investments research team, led by Kate Elliot, head of ethical, sustainable and impact (ESI) research, as well as Rathbones’ equity and fixed income analysts.   The multi-asset funds employ the same negative and positive criteria as the Rathbone Global Sustainability Fund for their exposure across equities and corporate bonds4. Additional sustainability criteria apply to other asset classes such as government bonds and structured products.  Greenbank can veto investments which do not meet the funds’ responsible investment policy, ensuring it is applied without bias or influence from the fund managers.   All funds in the range have a strong emphasis on managing financial, and environmental, social and governance (ESG) risk, and focus on investments with robust links to Greenbank’s proprietary sustainability framework, which includes energy and climate, innovation and infrastructure, and health and wellbeing.    Using the same approach as the Rathbone Greenbank Global Sustainability Fund, the multi-asset team, supported by the wider Rathbones stewardship resource, actively undertake stewardship activities such as enhanced voting, engagement and monitoring, on behalf of investors.   Commenting on the launch of the new propositions, Greg Mullins, head of sales at Rathbones, said: “Having launched the Rathbone Greenbank Portfolio Range, this development allows us to offer further propositions and flexibility to our intermediary clients, ensuring that they have access to our multi-asset and ESI expertise within the most appropriate proposition them.”   -Ends-   For further press information, please contact:   Sam Emery/Emma Murphy Quill PR 020 7466 5056/5054 sam@quillpr.com / emma@quillpr.com   Madhu Kalia  PR - Rathbones 020 7399 0256 or 07825 596302 madhu.kalia@rathbones.com   Notes to editors   ¹New proposition:  

Name

Relationship

Channel

Minimum

investment

Greenbank LED MPS

(G LED MPS)

Execution only

Adviser

£15,000¹

Greenbank LED Managed

(G LED Managed)

Discretionary

Adviser

£150,000

  ¹£9,000 for Junior ISAs ²For further details about the Rathbone Greenbank Global Sustainability Fund, please visit this link ³For further details about the Rathbone Greenbank Multi-Asset Portfolios, please visit this link ⁴The Rathbone Greenbank Multi-Asset Portfolios will not invest in companies materially involved in:      Habitats and ecosystems Includes organisations that are helping to preserve land, water and marine habitats and biodiversity.  Resource efficiency Includes organisations that are supporting the sustainable use of Earth’s resources through the products and services they provide. It also includes organisations that are operationally aligned with the theme and support positive impacts via their policies, business strategies and management of their own resource use.  Decent work 

Includes organisations that are supporting the quantity and quality of jobs through the products and services they provide. 

Also includes organisations that are operationally aligned with the theme and support positive impacts via their policies, business strategies and management of their own employment practices.

Inclusive economies Includes organisations that are promoting access to basic services and supporting a more inclusive society through the products and services they provide. Energy and climate

Includes organisations that are supporting positive climate action and energy security through the products and services they provide. 

Also includes organisations that are operationally aligned with the theme and support positive impacts via their policies, business strategies and management of their own environmental impacts

Health and wellbeing Includes organisations that are supporting physical and mental wellbeing, or helping to prevent injuries and deaths, through the products and services they provide. Resilient institutions Includes organisations that promote peace, justice and the rule of law through the products and services they provide. It also includes organisations that are operationally aligned with the theme and support positive impacts via their policies, business strategies and management of their own human rights impacts. Innovation and infrastructure Includes organisations that are supporting environmental sustainability or human wellbeing through the products and services they provide. Organisations in this theme can often play a facilitating role in creating the environment or infrastructure needed for other organisations to deliver positive impact.

Companies must also align with one or more of the above sustainable development themes via their core products and services or the way in which they operate. 

For further information, please visit here.  

About Rathbones Group Plc 

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. 

• In business since 1742.
• A FTSE 250 listed company.
• Managing/administering more than £55.8* billion for our clients.
• 15 offices throughout the UK and Jersey.

^{*as at 5 April 2021. Includes funds managed by Rathbone Unit Trust Management.}

For more information about Rathbons Group Plc, please visit rathbones.com

Our purpose at Rathbones Group Plc 

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Find out more.

Rathbone Investment Management Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered office: Port of Liverpool Building, Pier Head, Liverpool L3 1NW. Registered in England No. 01448919.

Rathbone Investment Management’s Head Office is 8 Finsbury Circus, London EC2M 7AZ.

Rathbone Unit Trust Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. Registered office: 8 Finsbury Circus, London EC2M 7AZ, Registered in England No. 02376568.

About Rathbone Greenbank Investments

Rathbone Greenbank Investments specialises in creating bespoke ethical, sustainable and impact portfolios on behalf of its individual, charity and professional adviser clients. Greenbank manages over £2 billion of funds (as at 5 April 2021) and is part of Rathbone Investment Management Limited.

This is a financial promotion relating to a particular proposition. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the proposition and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments may go down as well as up and you may not get back your original investment.