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Rathbone Unit Trust Management – Multi Asset Portfolio – Total Return Portfolio

Rathbone Unit Trust Management – Multi Asset Portfolio – Total Return Portfolio

Type: Oeic fund of funds

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: 13.75% Government bonds, 8.85% high quality credit, 2.23% liquid commodities 4.39% cash, 27.32% liquid hedge fund strategies, 5.98% UK property, 3.26% Reits, 3.34% illiquid hedge fund strategies, 7.56% overseas corporate bonds, 5.07% high yield corporate bonds, 10.44% UK equities, 5.78% overseas developed market equities, 2.03% Asia/emerging market equities

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%




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