Rathbone Multi-Asset Portfolios

A portfolio for everyone

Why invest in the Multi-Asset Portfolios?

  • A complete range — the breadth of our range offers consistent solutions for virtually all investors in the UK or overseas 
  • Risk and reward – we judge ourselves on volatility as well as returns, to provide a smoother journey to your financial goals 
  • Longevity – Our management team has years together with years to come, giving you stability and experience you can trust 
  • Globally diversified – our managers have a wider toolset to help them meet risk and return objectives  
  • Truly active management – in today’s volatile markets, managing portfolios requires a hands-on approach, not just monthly rebalancing 

Our multi-asset funds are designed to be complete portfolios for investors across most time horizons and degrees of risk tolerance. We target specific returns above either inflation or the Bank of England’s benchmark interest rate over three to five years. We do this because it aligns with the real goals of most clients. We aim to do this while controlling volatility relative to global stock markets. You can view the full range and their objectives here

We take a different approach to building portfolios. Unlike many other fund managers, we don’t diversify our portfolios in terms of whether they are stocks, property, government or corporate bonds, or by where investments are listed. Instead, we categorise our holdings according to our LED framework:  

  • Liquidity – assets like government bonds that can be sold easily and carry low credit risk, but may be sensitive to changes in interest rates and currencies 
  • Equity-type risk – stocks and all assets that tend to rise and fall with stock markets during times of stress, this includes much of the corporate bond market 
  • Diversifiers – assets that behave differently to stock markets during stressed periods 

We do this because we believe it’s the best way to ensure portfolio diversification works when you need it most – during a stock market slump. By holding progressively more Equity-type risk depending on each fund’s risk tolerance, our portfolios can offer greater returns, albeit along with greater risk, or volatility.

Click here for the latest assessment of our performance. 

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Meet the team

Rahab Paracha

Sustainable multi-asset investment specialist

Rahab Paracha

Sustainable multi-asset investment specialist

London

Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. She joined Rathbones in 2021, having worked previously as a Junior Responsible Investment Specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a CFA Charterholder.

Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. She joined Rathbones in 2021, having worked previously as a Junior Responsible Investment Specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a CFA Charterholder.

Hannah Kennedy

Portfolio Management Assistant

Hannah Kennedy

Portfolio Management Assistant

London

Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.

Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.

Sally Hoang

Fixed Income Research Analyst – Multi-Asset

Sally Hoang

Fixed Income Research Analyst – Multi-Asset

London

Sally is the Fixed Income Research Analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she had experience working in Fixed Income and Private Wealth Management at Evans and Partners in Australia. Sally graduated from Monash University with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a CFA Level 3 candidate.

Sally is the Fixed Income Research Analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she had experience working in Fixed Income and Private Wealth Management at Evans and Partners in Australia. Sally graduated from Monash University with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a CFA Level 3 candidate.

IN CONVERSATION JANUARY 2024

Manager Will McIntosh-Whyte looks back at 2023 and picks out some of the bigger drivers of the funds’ performance. He discusses current positioning and how he and the team have been taking advantage of the recent market volatility in both bonds and equities. Finally, he explains how they are hedging some of the key risks going into the new year, as well as where they are finding some exciting opportunities in the market.

In the KNOW

The latest news and views from our professional adviser blog