Rathbone M A Dynamic Growth Portfolio

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Rathbone Multi-Asset Dynamic Growth Portfolio S Acc

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

137.38p

arrow-down-0.22p (-0.16%)

Fund Code

RAYSA

BKKK6X4

GB00BKKK6X41

Prices updated as at 21 Feb 2025
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Prices in GBX

Investment objective
The objective of the fund is to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 4%, after fees, over any rolling five-year period by investing with the Liquidity, Equity-type risk and Diversifiers (LED) framework. The fund aims to deliver this return with no more than five-sixths of the volatility of the FTSE Developed stock market Index. To meet the objective, the fund manager will invest globally in government and corporate bonds with no restriction on their credit quality, equities, collective investment schemes and structured products. Up to 10% of the fund can be invested directly in contingent convertible bonds.

Growth chart of 1,000

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Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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