18 June 2020
Tax-efficient ways to give
The coronavirus is hurting the pockets of many charities, but the British tax system is remarkably generous to those who want to help.
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4 mins
22 June 2020
Easy does it
Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.
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3 mins
22 June 2020
Review of the week: Money showers
After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.
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6 mins
22 June 2020
Rathbone Unit Trust Management expands multi-asset range
Rathbone Unit Trust Management Ltd (Rathbones) is pleased to announce the launch of two new multi-asset funds, as part of the Rathbone Multi-Asset Portfolio Funds (RMAP) range - the Rathbone Multi-Asset Defensive Growth Portfolio Fund and Rathbone Multi-Asset Dynamic Growth Portfolio Fund.
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7 mins
17 June 2020
The case for UK equity income
The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.
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4 mins
Rathbone Multi-Asset Dynamic Growth Portfolio
We aim to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 4%, after fees, over any rolling five-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments). We use the CPI + 4% as a target for our fund’s return because we aim to grow your investment considerably above inflation.
We aim to deliver this return with no more than five-sixths of the volatility of the FTSE Developed stock market index. As an indication, if global stock markets fall our fund value should be expected to fall by around five-sixths that amount. Because we measure volatility over a five-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.
Rathbone Multi-Asset Defensive Growth Portfolio
We aim to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 2%, after fees, over any rolling five-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments). We use the CPI + 2% as a target for our fund’s return because we aim to grow your investment above inflation.
We aim to deliver this return with no more than half of the volatility of the FTSE Developed stock market index. As an indication, if global stock markets fall our fund value should be expected to fall by around half that amount. Because we measure volatility over a five-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.
Rathbone Multi-Asset Defensive Growth Portfolio
We aim to deliver a greater total return than the Consumer Price Index (CPI) measure of inflation + 2%, after fees, over any rolling five-year period by investing with our Liquidity, Equity-type risk and Diversifiers (LED) framework. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest and dividend payments). We use the CPI + 2% as a target for our fund’s return because we aim to grow your investment above inflation.
We aim to deliver this return with no more than half of the volatility of the FTSE Developed stock market index. As an indication, if global stock markets fall our fund value should be expected to fall by around half that amount. Because we measure volatility over a five-year period, some falls may be larger or smaller over shorter periods of time. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.
