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Rathbone Funds

We are an active management house, offering a range of investment solutions to meet your capital growth and income requirements.
Select your investor type
Individual investors (or retail investors) based within the UK, seeking investments for growth, income or additional diversification
INDIVIDUAL INVESTOR
Financial advisers and other investment intermediaries based in the UK who are authorised and regulated by the Financial Conduct Authority (FCA)
FINANCIAL ADVISER
COVID-19: An update from Rathbone Unit Trust Management

These are the steps that Rathbone Unit Trust Management (Rathbone Funds) is taking with regards to the COVID-19 coronavirus strain. While we appreciate this is a fluid situation, we have taken practical measures to provide business continuity for our clients. Our priority remains the health and well-being of our staff and clients, and the ability to manage your investments to the high standards you have come to expect.

Read on, but first please select your investor type below. 

Individual Investor
Financial Adviser
Select your investor type
INDIVIDUAL INVESTOR
FINANCIAL ADVISER

Rathbone Funds assessment of value reports

Our regulator, the Financial Conduct Authority (FCA), has asked us to assess the value of our funds. It’s important to us that we continually adapt to best serve our investors. To us, this means ensuring you and all other investors are always treated fairly, that we spend time and resource to continually improve our business and that we strive to cultivate a positive and diverse culture where our team members can grow. Value for us is more than just looking at the fees you pay or the performance of your fund in isolation.

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Responsible capitalism in the US

During David Harrison’s (Rathbone Global Sustainability Fund manager) trip to the US, he found a country where responsible capitalism has truly taken off, where people are much more aware of the social and environmental costs of doing business. Much like other parts of the world, investing along environmental, social and governance (ESG) principles is clearly ascendant in the US.

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Rathbone Global Sustainability Fund Annual review 2020

Since the Rathbone Global Sustainability Fund was launched, our focus was clear: we wanted to be completely open about how we choose investments and be able to show you how your money is making a difference. 

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Our funds - UK Individual

Our funds are designed to suit a variety of investors' needs to enable you and your client to make the right decisions that best match their investment circumstances and goals.

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Corporate governance and stewardship

We believe it is in the best interests of our clients for the companies in which we invest to adopt best practice in corporate governance. This provides a framework in which each company can be managed for the long-term interests of its shareholders.

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Get in touch

Speak with a member of our investment sales team for further information. Please complete our online enquiry form.

 

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