The Rathbone's Funds and DFM Strategies

We are pleased to announce that Rathbone’s range of fund and DFM strategies, using their unique ‘LED’ approach to asset allocation and risk management, are now mapped to the FinaMetrica risk tolerance scores.

Under the LED approach, portfolio diversification is built on risk protection, rather than relative and potential returns.  At Rathbones, particular focus is on how different asset classes, instruments and funds behave at points of market stress as well as using the liquidity of assets to meet clients’ cash flow requirements and avoid forced selling.

A short video on the Rathbone LED framework and its use within private client portfolios can be found here: https://vimeo.com/309898432/75a1fac6df

The Rathbone Multi Asset Portfolio funds managed by David Coombs and Will McIntosh-Whyte and the ‘IFAIC’ discretionary managed strategies created specifically for working with financial advisers, adopt the LED framework and both sets of funds or strategies have been mapped by FinaMetrica.
This means that advisers choosing to access Rathbone’s LED approach, either via a multi-asset fund (including on platform) or via a discretionary managed service, can do so in the knowledge of how this relates to the client’s risk profile.  LED used within the multi-asset funds can also be accessed through an MPS and a unitised discretionary solution, both from Rathbone Investment Management.   

Posted: 14/02/2019 4:49:10 PM by FinaMetrica Pty Limited