The new model for growth
“Manged” funds have been at the centre of much debate recently, and the latest proposals put forward by the IMA on reclassifications of the managed fund sectors has led to further confusion around these products. However, the popularity of multi asset funds continues to soar, as we have witnessed in recent years.
So why are many investors favouring this approach over investing in straight equity and bond funds? The answer lies in their ability to balance the risk/reward profile at any stage of the economic cycle. In our opinion, this is best achieved through diversification across asset classes.
Since launch (in June 2009), the Rathbone Strategic Growth Portfolio and Total Return Portfolios have returned 30% and 23% respectively (as at 31.05.2011). Return is just half of the story, in line with client objectives, the portfolios also have risk benchmarks – volatility of less than 66% and 33% respectively of global equities. Since launch, the volatlity of these
funds has been 58% and 37% respectively of global equities.
Join David Coombs, Head of Multi Asset Investing at Rathbones and lead manager as he discusses his approach with the Rathbone Multi Asset Portfolios, in our LIVE webcast.
Take this opportunity to find out about:
• What strategic and tactical opportunities is the manager finding?
• Current themes in the portfolio, and how the funds are currently positioned
New product developments within our Multi Asset Portfolios are just around the corner, how will these be shaping our overall proposition….. details will follow.