Given our bespoke investment services we manage a variety of private client, trust, company and charitable mandates with very different performance and risk characteristics.
To offer a guide to investment performance we have listed below two of our core investment profiles, Capital Preservation and Managed Growth.
These figures are correct of past performances from September 2002 when Rathbone Investment Management (C.I.) Limited became a regulated Financial Services Business in Jersey.
These figures are correct of past performances from September 2002 when Rathbone Investment Management (C.I.) Limited became a regulated Financial Services Business in Jersey.
Rathbone Investment Management International
Performance Measurement Disclaimer
The discretionary investment management performance figures for RIMI have been calculated using internal data and systems. Individual fund performance, extracted on a monthly basis, is combined using a simple arithmetic average to produce a monthly, annual or period composite return by risk level and objective. All discretionary portfolios managed by RIMI are included in the appropriate composite based on risk and objective. The performance figures displayed are for Total Returns, calculated on a fully time weighted basis and incorporate all daily movements within the portfolio. These figures are provided for illustrative purposes only and should not be viewed as a guarantee of future performance. Any queries relating to this data should be directed in the first instance to Ian Matthews, Operations Manager +44 (0)1534 740504, or ian.matthews@rathbones.com.
Rathbone Investment Management International is the Registered Business Name of Rathbone Investment Management (C.I.) Limited which is regulated by the Jersey Financial Services Commission under the Financial Services (Jersey) Law 1998 in the conduct of Investment Business and is a Registered Person under that law. Company Registration No. 50503. Switchboard Number 01534 740500. Website www.rathboneimi.com. Registered Office Rathbone House, 15 Esplanade, St Helier, Jersey, JE1 2RB.
|
