“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.
RecordedJun 23 201133 mins
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Co-Fund Manager of the Rathbone Multi-Asset Portfolios, Will McIntosh-Whyte, will discuss fund performance and some of the topics that are front of mind, as we go deeper into 2021:
- With the great reopening in sight, is it normal service resumes?
- Low bond yields; expensive put options. How do you protect portfolios in 2021?
- Gaming Gamestop. How retail investors stung the hedge fund community.
You can put your questions to Will in advance or during the call using the 'questions' tab at the top of the video screen.
If you are unable to join us live a recording will be available 'on demand' after the call.
The manager of the Rathbone Global Opportunities Fund @James Thomson, discusses the key drivers of his fund’s impressive performance this year. He also explains why he’s trading more than any other time in his 17 years at the helm.
The pandemic has driven many companies to cut their dividends, yet the income from bonds is fixed, leading more investors to buy fixed income funds. @Bryn Jones discusses where our Rathbone Ethical Bond Fund is finding income at good prices. He also explains how the fund is financing good work in the community as well.
The manager of the Rathbone High Quality Fund @Noelle Cazalis explains how her fund managed to keep its drawdowns very low during the pandemic sell-offs. If you’re looking for a safer source of yield, tune in to see if this fund would fit the bill.
UK companies have been overlooked by many investors recently, yet our Rathbone UK Opportunities Fund has been busy finding extraordinary businesses with strong profits and promising futures. Manager @Alexandra Jackson explains why she believes UK shares are due a comeback and how the businesses in which she invests make her excited about the future.
The manager of the Rathbone Global Sustainability Fund @David Harrison explores why quality sustainable companies have weathered the pandemic storm better than others so far in 2020, and why the only thing certain about the future is further uncertainty.
Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance and:
- are the odds on “hiding Joe Biden” misguiding?
- could a stealth bull market in the US catch out passive investors?
- will a vaccine bring zombie companies back to life?
David will be discussing the speed of the recovery now underway in most countries (ex UK) and outlining his thoughts on whether nesting and the return of the family meal are signs of structural change in consumer demand or just red herrings.
Global markets have rallied hard since the March lows, as lockdowns have started to eased, and second waves have so far not materialised. The UK stock market has not benefited from the same renewed confidence, furthermore UKSmall & Mid cap stocks continue to trail the global bounce back.
Please join Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, to discuss these topics, as well as Why has the UK underperformed? Where does this leave valuations? And whether we can still hide in ‘expensive defensives’ in a live web-cast. She will also explore the drivers of the fund’s outperformance so far this year, and look at positioning for the next phase.
David Coombs, head of multi-asset investments will be outlining his latest views on the speed of lockdown exits around the world and the impact this is having on strategy. He will also provide an update on latest portfolio changes.
Please join Bryn Jones, Rathbones Head of Fixed Income and Noelle Cazalis, lead fund manager of the Rathbone High Quality Bond Fund for a webcast update. They will discuss our fixed income funds, how the various strategies have navigated the current economic environment, positioning - including the addition of selective risk assets, as well as recent performance and market outlook.