Individual investors

This website is for individual investors (or retail investors) based within or outside of the UK or channel islands, wanting to invest in funds through ISAs or unit trusts.

Please select your country of residence*:
(*country of residence if an individual or country of operation if a corporation)

Please read the legal and regulatory terms and conditions that apply when using this website. By entering, you are confirming you are an ‘individual investor’, accepting the terms and conditions of use.

How to invest

Investments are always a balance between risk and reward. Before you choose to invest with us, there are a few important things to consider...

Make an informed decision

If you buy an investment product based on financial advice and a recommendation, you should get a product that meets your needs and is suitable for your particular circumstances.  Financial advice will depend on a number of factors such as what product you are looking for, your finances and your short and long-term goals.

If you have any questions about investing in Rathbone funds, and its suitability, a financial adviser can help you make an informed decision.  

FIND AN ADVISER >>

Please note that unbiased.co.uk bears no relation to Rathbone Unit Trust Management and we can take no responsibility for their opinions or advice.

Before you make any decisions, please read the appropriate key investor information document and supplementary information document for important information about our equity, fixed income funds and multi-asset funds.

Our industry trade body, The Investment Association (IA), offer additional guidance on the charges and costs of investing. Please visit the IA website.

Choose a suitable fund

Do you want income, capital growth or a combination of both from your investment? Do you prefer a riskier investment with greater potential for growth, or a less volatile investment with slower, steadier growth?

Decide how much to invest, and when

How much you invest is a very personal decision which must consider a number of things. Do you want a tax-free investment, or will you want fast access to your invested funds?  You may favour a riskier approach to investing, but how much can you afford to lose?

Visit our fund pages to access useful reports and help you decide.
 

If you have any questions or require further information to support your investment decisions please contact us.
 

Our distribution partners

You can invest in our funds through our distribution partners.  A few of our fund platforms and life companies are listed below:

  • 7IM International
  • Novia Global
  • Old Mutual International
  • Pershings
  • SEB
  • Moventum

Note: These websites are third party sites and Rathbones does not endorse or recommend any. Please observe each site's privacy and cookie policies as well as their platform charges structure.
 

Essential supporting information

Please read the important information carefully before applying.