Rathbone Enhanced Growth Portfolio

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 119.39 Day Change GBX -0.46 (-0.38%)
Price Date 24 Feb 2017 Crown Rating 3
Shares Class Inc. Yield 0.47 %
Total Expense Ratio 0.00 Fund Size 22,206,406.00
Launch Date 01/08/2011 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BYXJDG86 Min TopUp (£) 0.00

Fund Objective

The fund’s objective is to seek to achieve a long term total return in excess of the Consumer Price Index (CPI) +5% over a minimum five to ten year period. The fund has a targeted risk budget of 100% of the volatility of global equities as measured by the MSCI World Equity index. The income yield will at best be minimal. There is no guarantee that the fund will achieve a positive return over this, or any other, period and youmay not get back the original amount you invested.

Fund Managers

David Coombs
David Coombs is head of multi-asset investments at Rathbone Unit Trust Management and joined Rathbones in 2007. He is a member of the Investment Executive Committee as well as the Strategic Asset Allocation Committee. He is the lead manager for the Rathbone Multi-Asset Portfolios and the offshore equivalents domiciled in Jersey. He is also co-manager for the Rathbone Strategic Bond Fund. He previously worked at Barings for almost 20 years where he managed institutional and private clients via pooled vehicles and segregated accounts. He joined Barings in 1988 from Hambros, where he managed multimanager portfolios for private clients. He is an Associate of the Chartered Institute of Financial Services.