In their most recent Assessment of Value (AoV) reports, the two asset managers respectively highlighted performance lags over the last three or five years in some of its UK-focused strategies.
Rathbones put its Income and UK Opportunities funds on watch after both underperformed their individual I share classes.
Rathbones hit by £3.4bn Autumn Budget outflows but FUMA on the rise
While the Income fund achieved its primary objective of delivering a better annual income than the FTSE All-Share Index over three years, its overall performance “has not delivered the outcome you should ex…
Trailing UK equities sees Rathbones and Vanguard red flag mandates in AoVs
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