Rathbone Greenbank Strategic Growth Portfolio

Select share classes

Rathbone Greenbank Strategic Growth Portfolio S Inc

Category GBP Allocation 60-80% Equity


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

100.19p

arrow-up0.21p (+0.21%)

Fund Code

RGSSI

BMQC4N4

GB00BMQC4N45

Prices updated as at 25 Nov 2024
|
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 + 3%, after fees, over any rolling five-year period. The fund aims to deliver this return with no more than two-thirds of the volatility of the FTSE Developed stock market Index. To meet the strategic growth objective, the fund manager will use a strategic asset allocation to invest globally in government and corporate bonds with no restriction on their credit quality, equities, collective investment schemes and structured products.

Annual charges

Product charges
0.65
0.12
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 24 Oct 2024pdf
Key Information Document / Technical Guide 17 Aug 2024pdf
Annual Reports 30 Jun 2024pdf
Annual Short Report 30 Jun 2024pdf
Interim Short Report 31 Dec 2023pdf
Please note that service charges will also apply. Read more about our fees.


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