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Rathbone Multi Asset Strategic Growth Inc

Ranked 24 out of 52 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

David Coombs

David Coombs is the Head of Multi-Asset Investments at Rathbones Unit Trust Management, having joined the company in 2007. In this role, Coombs is responsible for a number of mixed asset funds, which he manages with a bottom-up and top-down investment style. Coombs adopts a forward-looking style to asset allocation, with a ‘go anywhere’ approach to asset selection. Coombs joined Rathbones from Baring Asset Management, where he spent 20 years in a number of positions. Outside of work, he enjoys rugby, music, cricket and history.

Objective

The sub-fund seeks to achieve long term capital growth through investment in a mix of UK and overseas securities, which may include equities, convertibles, loan stock, money market instruments, deposits, warrants, collective investment schemes and other investments to the extent that each is permitted by the FSA regulations. The sub-fund targets a return equal to between 3 % and 5% above UK CPI (Consumer Price Index) and a volatility rate equal to two thirds that of global equities as measured by the MSCI World Equity index.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/03/2015 - 31/03/2016
  • Rank 24/52 Total Return
  • Rank 44/52 Standard Deviation
  • Rank 35/52 Max Drawdown
Fund Name Currency Risk
42 FP Octopus Dynamic Mixed Asset B Acc GBP

7.1

43 Nomura Funds Ireland-Diversified Growth I GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3

44 Rathbone Multi Asset Strategic Growth Inc GBP

7.4

45 PFS Momentum Factor 4 A Acc GBP

7.6

46 Baring Targeted Return GBP Inc GBP

8.8

Fund Name Currency Loss
33 Scottish Widows Diversified Portfolio GBP

-6.9%

34 FP Octopus Dynamic Mixed Asset B Acc GBP

-7.0%

35 Rathbone Multi Asset Strategic Growth Inc GBP

-7.1%

36 Windrush Fund GBP

-7.3%

37 Nomura Funds Ireland-Diversified Growth I GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.4%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.3%
2015 3.2% 4.6% -2.0% -4.4% 5.2%
2014 5.5% 0.5% 0.9% 1.3% 2.7%
2013 10.9% 7.1% -1.4% 2.3% 2.7%
2012 10.9% 6.1% -2.8% 4.2% 3.1%
2011 -6.3% -0.3% 0.4% -7.5% 1.1%
2010 12.9% 6.0% -4.3% 5.1% 5.9%
2009 15.7% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/06/2009
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B543S725

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

Related News

Rathbones launches four funds into Europe

The Luxembourg-domiciled range will give European investors access to Rathbones UK fund range for the first time.

Rathbones' Coombs: 'If Dobell had a trust, we would buy tomorrow'

David Coombs has called on star managers to resist distribution pressures placed on them, citing M&G Recovery's Dobell as one example.

Rathbones replaces Close on multi-million pound Scottish Life mandate

Rathbones has replaced Close as the manager of a multi-million pound global equity mandate, run on behalf of Scottish Life.

Rathbones cuts Strategic Growth fund target on 'financial repression'

Rathbones is planning to lower the benchmark on David Coombs's Strategic Growth portfolio to keep the fund within its risk budget against a challenging macro backdrop.

Rathbones to launch higher risk strategy for Coombs

Rathbones is expanding its Multi Asset Portfolio range with the launch of a higher risk strategy for David Coombs.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).