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This website is for financial advisers, intermediaries and professional investors looking for all major asset classes and regions, with options for clients seeking growth, income or additional diversification through our range of funds.

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Rathbone Ethical Bond Fund

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Fund snapshot

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  • The fund is a traditional socially responsible investment (SRI) fund.
  • Experience of managing ethically-screened private-client investment business.
  • Engagement, governance and stewardship managed by a central governance committee.
  • Open and transparent ethical criteria and reporting lines
  • The fund targets an investment grade high yield with a strong ethical overlay
  • Quarterly payout of income.
Costs and charges

MiFID II charges

L Inc GBP, L Inc EUR, L Inc USD, L Inc CHF, L Acc GBP, L Acc EUR, L Acc USD, L Acc CHF

as at 31.12.2018

Ongoing Charges Figure (OCF)
Inc: 0.49%/Acc: 0.49%

Transaction costs
Inc: 0.02%/Acc: 0.02%

Total MiFID II charges
Inc: 0.51%/Acc: 0.51%

Fund factsheets
Key Investor Information
Application material

How to invest

Visit our ‘how to invest’ pages to learn about your available options to invest in the fund. This includes our distribution partners and direct postal investment.

Portfolio and market insights

Monday, September 10, 2018

Investing in our ethical fund 

Medium to long-term high income and capital growth, highly competitive against other Sterling Corporate bond funds

View PDF

Wednesday, March 21, 2018

Webcast: fixed income update

Fund manager Bryn Jones discusses how recent events are influencing decision making for his investment strategies

Play the recording