Square Mile Investment Consulting & Research has added the Rathbone Total Return Portfolio to its Academy of Funds, awarding it an A-rating.
The Academy of Funds is a dedicated section within Square Mile's website, where advisers can access analysis on all recommended funds. Each fund carries a rating - A, AA, AAA, R or P+ - as a mark of quality and a reflection of the level of conviction Square Mile's team of analysts has in a fund's ability to deliver on expectations.
Commenting on the Rathbone Total Return Portfolio, Head of Risk Based Solutions Research at Square Mile, Alex Farlow, said:
"We believe this is a robust option for investors who require capital growth but who are only prepared to accept a moderate level of volatility. Lead manager David Coombs is an experienced investor and he is supported by a well-resourced team as well as asset class specialists from within the wider investment body. He also leverages the central analyst resource of the group."
"Mr Coombs' investment process and the manner in which the fund is structured ensures the portfolio will remain highly diversified at all times, aiming to provide growth as well as minimise the level of capital loss. The flexible approach to portfolio construction means the manager has the freedom to invest in the most appropriate investment vehicles and securities in order to implement his investment views. We believe that Mr Coombs'; key strengths of asset allocation and risk management are to the fore in the running of this fund and that the environment which has been created is ideally set up to allow his skills to flourish."
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