The investment style of our funds aims to deliver superior risk-adjusted performance in all market conditions through an integrated portfolio of diverse asset classes, investment strategies and independent funds selection.
Two options will be available to investors as part of the firm's discretionary portfolio management service - capital preservation and managed growth.
Capital Preservation
The primary aim is to deliver absolute performance targeting LIBOR plus 2% returns over a rolling 3-year period. The risk target will be 30% of equity volatility with a targeted maximum drawdown of 3%. This is designed as a lower risk strategy for clients who have a capital preservation bias.
Managed Growth
The primary aim is to deliver a risk-adjusted total return targeting inflation plus 5% over the longer-term. The risk target will be 60% of equity volatility with a targeted maximum drawdown of 8%. This is designed as a moderate risk strategy for clients who are prepared to take some risk with their capital.
Investment Process
Asset allocation is the key driver to our investment process and combines a structured approach to both strategic and tactical allocation with an investment selection process that allows Rathbones, by virtue of its independence, to select what we believe to be the best investments available in each asset class across all markets without any conflicts of interest. For more information go to our investment process area.
The funds will be Jersey Expert Funds listed on the Channel Islands Stock Exchange and are subject to a minimum investment of US$100,000 or currency equivalent, with a distributor class on the sterling option for investors seeking income.
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