
Rathbone Funds
We are an active management house, offering a range of investment solutions to meet your capital growth and income requirements.
Individual Investor
Individual investors (or retail investors) based within the UK, seeking investments for growth, income or additional diversification
Financial Adviser
Financial advisers and other investment intermediaries based in the UK who are authorised and regulated by the Financial Conduct Authority (FCA)
Get in touch
Speak with a member of our investment sales team for further information. Please complete our online enquiry form.
In Conversation February 2023
Join head of regional sales (UK) Ben Johnson as he introduces the latest In Conversation series. This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For financial advisers only
Responsible Investment Policy
We created a policy because we wanted to:
- Show how responsible or sustainable criteria are factored into investment processes
- Meet current and likely future regulations around taxonomy and reporting requirements.
- Clarify our alignment to and application of Rathbones' responsible investment commitments
Interactive Multi-Asset Portfolio Website
Our new digital experience for advisers. Rathbone Multi-Asset Portfolios - giving you access to a range of resilient and genuinely diversified funds.
Rathbone Greenbank fund range
For investors who don’t want to compromise between their values and their financial objectives, Rathbones range of sustainable funds presents an ideal opportunity.
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.
The latest from Rathbone Funds
Rathbone Unit Trust Management (“Rathbones”) announces that fund manager Noelle Cazalis will leave the business to pursue other interests outside the UK. Fixed Income fund manager Stuart Chilvers will assume lead fund manager responsibilities for the Rathbone High Quality Bond Fund with immediate effect and with no change to the investment process or objective of the fund.
Trying to unpick the turmoil in the banking sector, the team discuss what happened in the last week or so and what it means for the future, and explain what action they’ve taken as a result. Their gaze then shifts to our fair shores as they ask whether, after a few years in the investment wilderness, the UK could be on the precipice of some structural changes that might support the economy and perhaps the equity market too.
Could David’s usual prediction of US stocks beating European ones come a cropper this year? The team also explain why US real estate investment trusts are a different ball game for them vs the UK market, and where there are some exciting opportunities. Finally, the team turn a loving, Valentine’s Day gaze towards European luxury goods giant LVMH and discuss just why the company’s resilient earnings are perhaps worth paying a pretty penny for.