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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.
Fund Type:

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

Rathbone Strategic Bond Fund

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Fund snapshot

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  • Seeking long-term total return from a mix of capital growth and income
  • Typically invested 50% in direct bonds and 50% invested in funds
  • Flexible asset allocation driven by Rathbone Strategic Asset Allocation process
  • Total return bias, yield will be determined by asset allocation not a specific nominal target
  • Delivers lower volatility by investing in multi-asset fixed income assets that can invest across most fixed income markets
  • Quarterly payout of income
Fund Type:

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

Rathbone Ethical Bond Fund

Select other funds

Fund snapshot

View factsheet

  • 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.
Fund Type:

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

Rathbone Strategic Bond Fund

Select other funds

Fund snapshot

View factsheet

  • Seeking long-term total return from a mix of capital growth and income
  • Typically invested 50% in direct bonds and 50% invested in funds
  • Flexible asset allocation driven by Rathbone Strategic Asset Allocation process
  • Total return bias, yield will be determined by asset allocation not a specific nominal target
  • Delivers lower volatility by investing in multi-asset fixed income assets that can invest across most fixed income markets
  • Quarterly payout of income
Fund Type:

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