
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: September 2023
The latest edition of In Conversation has landed. Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead.
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
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
With an array of UK retailers struggling and the housing market slump deepening, the team discuss managing exposure to the UK and why they are keeping an eye on the escalating government clampdown on Airbnb. Also, in recognition of National Inclusion Week, the team share how they think about diversity when investing and why Nike, one of the few consumer stocks they hold, is one company that has navigated this area successfully.
The team cast their minds back to the days before we knew what COVID was and when inflation was considered conquered to review an investment report they published in 2019 called Ditch the Models. Which of these models the team suggested ditching panned out the way they expected? And are there any others that could do with being ditched today? The swiftly growing animal health sector is the final topic as the team discuss how to avoid the dogs in the space and hopefully end up as the cats who got the cream.

Rathbone Unit Trust Management makes new Executive Chair and Chief Executive appointments as Mike Webb announces retirement
Rathbones Group Plc announces the appointments within Rathbones Unit Trust Management Limited (RUTM) of Jayne Rogers as Executive Chair and Tom Carroll as Chief Executive. Jayne will also take on the role of Chief Distribution Officer, Rathbones Group Plc. This is subject to FCA approval. Both Jayne and Tom will be based in the London office.