In conversation - October 2020
‘Unprecedented.’ Quite probably the most overused adjective during the pandemic, yet it still doesn’t quite encapsulate how much the world has turned on its head during 2020.
Now in its second iteration, our In conversation series is beaming from the homes of our managers for the first – and likely not the last – time. They have provided the latest fund performance, portfolio positioning and their views on the future.
We’d like to thank our investors, for their continued support. We have seen record net inflows as our assets under management reached nearly £9 billion*.
*as at 30 September 2020.
Introduction - Greg Mullins
Listen to Greg Mullins, Head of Sales, introduce the second edition of the ‘In conversation’ series. Greg explains why these videos are so important and what you can expect to hear from our fund managers.
1 min
Rathbone Global Opportunities Fund
The manager of the Rathbone Global Opportunities Fund James Thomson discusses the key drivers of his fund’s impressive performance this year. He also explains why he’s trading more than any other time in his 17 years at the helm.
1 min
Rathbone Global Sustainability Fund
The manager of the Rathbone Global Sustainability Fund David Harrison explores why quality sustainable companies have weathered the pandemic storm better than others so far in 2020, and why the only thing certain about the future is further uncertainty.
1 min
Rathbone Ethical Bond Fund
The pandemic has driven many companies to cut their dividends, yet the income from bonds is fixed, leading more investors to buy fixed income funds. Bryn Jones discusses where our Rathbone Ethical Bond Fund is finding income at good prices. He also explains how the fund is financing good work in the community as well.
1 min
Rathbone Strategic Bond Fund
It has been a rough and tumble ride for markets in 2020. Bryn Jones explains how our Rathbone Strategic Bond Fund is positioned to offer a safe-haven investment for investors.
1 min
Rathbone Income Fund
Despite a challenging year, our Rathbone Income Fund has yielded 4%. Co-fund manager Alan Dobbie explains why he is excited and optimistic about the future of UK companies.
1 min
Rathbone UK Opportunities Fund
UK companies have been overlooked by many investors recently, yet our Rathbone UK Opportunities Fund has been busy finding extraordinary businesses with strong profits and promising futures. Manager Alexandra Jackson explains why she believes UK shares are due a comeback and how the businesses in which she invests make her excited about the future.
1 min
Rathbone High Quality Bond Fund
The manager of the Rathbone High Quality Fund Noelle Cazalis explains how her fund managed to keep its drawdowns very low during the pandemic sell-offs. If you’re looking for a safer source of yield, tune in to see if this fund would fit the bill.
1 min