Rathbone Enhanced Growth Portfolio Fund

In a crowded market this fund targets a positive return of inflation plus 5%. This is before fund charges. The fund has achieved this target. There are two key differences, firstly the time horizon for returns is 10 years plus, and secondly although they control risk, they are not restricted on volatility measures.

They don’t believe you can target volatility and returns. There are times when you need to cut risk but there will be times when you need to take on more risk. To have a restriction on volatility means you don’t get that level of flexibility. But at the same time there must be a discipline on risk and return….read more

Fund Facts Morningstar


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