The fund will offer a multi-asset investment strategy to complement the existing Rathbone Active Income and Growth Fund. It has been specifically structured for charities with the aim of delivering long-term capital growth and a level of income while employing a total return approach.
The fund will invest in a diverse range of asset classes, and will not invest directly in companies manufacturing tobacco or tobacco products, or companies that derive more than 10% of their revenues from the manufacture of alcoholic beverages, armaments, gambling, high interest rate lending or pornography.
It will be managed by Andrew Pitt, investment director and head of charities, London at Rathbones.
“This fund marks a significant addition to the investment opportunities we can offer our charities clients. Rathbones is committed to helping charities preserve and grow their investment capital, and this new fund is specifically tailored to their needs.”
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