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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%




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