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Rathbone Multi Asset Strategic Growth Portfolio Class S - Accumulation (GBP)

Sell:167.72p Buy:167.72p Change: 1.12p (0.67%)
Prices as at 19 August 2019
Sell:167.72p
Buy:167.72p
Change: 1.12p (0.67%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 19 August 2019
Sell:167.72p
Buy:167.72p
Change: 1.12p (0.67%)
Prices as at 19 August 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

19/08/14 to 19/08/15 19/08/15 to 19/08/16 19/08/16 to 19/08/17 19/08/17 to 19/08/18 19/08/18 to 19/08/19
Annual return 6.65% 10.42% 8.92% 6.19% 4.29%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: David Harrison
Manager start date: 1 January 2016
Manager located in: TBC

David works within the investment team as a Global Equity Analyst. He joined Rathbones in June 2014 from private bank, Julius Baer. David has over 14 years investment experience, having previously worked at Hermes, managing European equities. He started his career at Goldman Sachs in equity research. David holds the Investment Management Certificate and a BSc (Hons) in Economics and Politics from the University of Southampton. He is a CFA charter-holder. He is also Assistant Fund Manager on the Fixed Income team.

Manager Name: Noelle Cazalis
Manager start date: 1 January 2016
Manager located in: TBC

Noelle works with Bryn Jones, providing credit analysis for the Rathbone Ethical Bond Fund, the Rathbone Strategic Bond Fund, and Rathbone's Fixed Income Committee. Noelle joined Rathbones in July 2011 and was made assistant manager in January 2016. Before this, she worked as a financial analyst for the Bank of France and spent five months in Cambodia, where she undertook due diligence on the banking sector for the French Embassy. Noelle has achieved two master's degrees in Economics & Finance with distinction in 2010, from the University of Bordeaux. Noelle is a CFA (Chartered Financial Analyst) charterholder and was recently named in the 2016 Citywire Top 30 Under 30 investment management awards and  in the CFA UK Society's 30 and under profiles.

manager photo
Manager Name: David Coombs
Manager start date: 10 June 2009
Manager located in: London

David is Head of Multi-Asset Investments for Rathbone Unit Trust Management. He lead manages the Rathbone Multi-Asset Portfolios, and co-manages the Rathbone Strategic Bond Fund with Bryn Jones. He is also a member of Rathbones' Investment Committee, and the Rathbones' Strategic Asset Allocation and Collectives Research Committees. David joined Rathbones in April 2007 from Baring Asset Management, where he developed their absolute return investment process. Over his 20+ years' experience in this field, David has managed unitised and segregated funds for institutional and private clients. He joined Barings in 1988 from Hambros Bank, Guernsey, where he started his career in 1984. In 2007, David launched, and continues to manage, Rathbones' Jersey-based multi-asset funds

manager photo
Manager Name: Will McIntosh-Whyte
Manager start date: 1 October 2015
Manager located in: London

Will joined Rathbones in April 2007. He is a CFA (Chartered Financial Analyst) charterholder and is also a member of the Managed Funds and Fixed Income Committees. He graduated from the University of Manchester Institute of Science and Technology (UMIST) in 2006.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account