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Rathbone Multi Asset Total Return Inc

Ranked 19 out of 46 in - Absolute Return over 12 months
All calculations are in GBP

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 fund seeks to achieve an increasing income and capital return through investment in a mix of assets to the extent that each is permitted by the FSA regulations. The fund targets a return equal to 2% above Sterling [six month] London Interbank Offered Rate (LIBOR) over a minimum 3 year period and a volatility rate equal to one third or below that of equity markets as measured by the MSCI World Equity index.

Performance

Absolute Return over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.2% 0.8% 1.1% 1.2%
2013 5.1% 5.0% -1.6% 0.5% 1.3%
2012 5.3% 2.1% 0.1% 1.9% 1.1%
2011 1.3% 0.2% 1.4% -2.4% 2.2%
2010 6.9% 2.7% -2.0% 3.4% 2.8%
2009 16.0% 12.7% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/06/2009
  • Share Class size60Mn
  • Base currencyGBP
  • ISIN GB00B543NZ55

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment0

Related News

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’ Savage on the problems with volatility beta products

Elizabeth Savage, research director at Rathbones, discusses the pitfalls for volatility beta products and explains other ways to play a rise in volatility.

Why David Coombs is selling Woodford

Rathbones’ multi-asset manager David Coombs is selling down his stake in Neil Woodford’s Edinburgh Investment trust, as part of a shift out of defensives and believes the equity-bond shift is upon us.

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 GBP).