Scammers purporting to be the Financial Conduct Authority (FCA) and other trusted institutions are targeting clients of investment management firms and fraudulently ‘advising’ them to transfer their funds elsewhere.
Please be extra vigilant when receiving unsolicited communications from third parties and contact your investment management team if you are unsure about any communications relating to your relationship with Rathbones. Find out more information here.
We’ve listened to your feedback and refreshed the way we deliver our fund updates to you.
Introducing the, “In conversation” series, you’ll have the opportunity to hear and now see our fund managers provide their expert view in a short, engaging and digestible format. We aim to run these updates twice a year.
Listen to Greg Mullins, Head of Sales, introduce the series in a short soundbite of what you can expect now and in the coming months ahead.
Bryn Jones, lead fund manager of the Rathbone Ethical Bond Fund, reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020.
James Thomson, who has managed the Rathbone Global Opportunities Fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning.
Carl Stick, executive director, stands in for fund manager David Harrison to discuss one of the hottest topics of the moment - ESG (Enviromental, Social and Governance). The Rathbone Global Sustainability fund has performed well throughout 2019. Carl looks at how 2020 is likely to shape up.
Noelle Cazalis, Rathbone High Quality Bond Fund manager reflects on a good performance for a relatively new fund and the key driving factors during the fund’s inaugural year.
Watch Bryn Jones, manager of the Rathbone Strategic Bond Fund, discuss how learnings from 2019 will inform his investment decisions throughout 2020 and talk about key investment themes he has identified for the future
Co-fund managers, Carl Stick and Alan Dobbie reflect on 2019 and the how the Rathbone Income Fund has performed over the last decade. Together they discuss their plans and focus for 2020.
Alexandra Jackson, saw her Rathbone UK Opportunities Fund outperform the sector in what was a turbulent year of highs and lows. She looks to the future, and explores whether we’ve seen the last of the 'Boris Bounce'.