Rathbones readies third multi-asset product for Coombs

clock

Rathbones is preparing to add a third fund to its multi-asset range, to be run by investment director David Coombs.

The fund will be a more aggressive, higher risk offering, in comparison to the group's existing two multi-asset portfolios. Coombs already manages £30m in the Multi Asset Total Return portfolio and £48m in the Multi Asset Strategic Growth fund, which both sit in the Unclassified sector. Multi Asset Total Return delivered 6.9% over the year to 16 June, according to Financial Express, while his Strategic Growth fund returned 9.1% over the same period. Strategic Growth has 54% in international equities and a return target equal to UK CPI +5%. Its volatility rate is equal to two-thirds...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Unlocking Opportunities Beyond the US: Why now for the Baillie Gifford Managed Fund

Watch Professional Adviser's Working Lunch with Baillie Gifford - Unlocking Opportunities Beyond the US: Why now for the Baillie Gifford Managed Fund

Catch up on the discussion

Professional Adviser
clock 01 December 2025 • 1 min read
Partner Insight: UK small-cap opportunities are 'The best for more than 30 years', Downing's Judith MacKenzie says

Partner Insight: UK small-cap opportunities are 'The best for more than 30 years', Downing's Judith MacKenzie says

Growing interest in IPOs and a surge in pension fund interest put UK small-caps on course for strong growth.

Judith Mackenzie, Partner and Head of Downing Fund Managers
clock 28 November 2025 • 4 min read
'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

Advisers in the UK are ‘exceptionally high quality’

Jenna Brown
clock 25 November 2025 • 8 min read