View more on these topics

Rathbone Unit Trust Management – Multi Asset Portfolio – Strategic Growth Portfolio

Rathbone Unit Trust Management – Multi Asset Portfolio – Strategic Growth Portfolio

Type: Oeic fund of funds

Aim: Aim: Growth by investing in a range of asset classes mainly through a portfolio of investment funds

Minimum investment: Lump sum £1,000

Investment split: 19.5% UK equities, 15.71% overseas developed market equities, 10.49% Asia/emerging market equities, 23.06% liquid hedge fund strategies, 2.95% illiquid hedge strategies, 10.72% Government bonds, 2.71% overseas corporate bonds, 4.02% UK property, 2.9% Reits, 2.97% liquid commodities, 2.54% private equity, 2.43% cash

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Contact: www.rutm.com/ia

Recommended

16

No age of austerity at the FSA

The new age of austerity appears to have yet to reach the Canary Wharf offices of the FSA judging by comments made this week by managing director Jon Pain.

Guide

Guide: what you need to consider for your auto-enrolment project

In this guide, Johnson Fleming reveals what items you need to understand to gauge the impact of auto-enrolment on your business. The guide focuses on: the impact that your auto-enrolment scheme will have on you; assessing your workforce; understanding your staging date; reviewing your current provision; and modelling contribution levels and costs.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment