Morningstar 5 Star

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Rathbone Multi-Asset Strategic Growth Portfolio

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Fund snapshot

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  • Generate long-term returns at a lower volatility than equity markets
  • Achieve long term capital growth through diversifying investment
  • Meets cash flow needs from a mixture of capital growth and income
  • Realistic and achievable returns without the pressure of taking increasing levels of risk
  • Focus on future correlations and liquidity risk, not volatility
  • The strategy benefits from extensive experience, continuity and accountability
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

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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 Global Opportunities Fund

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Fund snapshot

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  • Global stock-picking fund that invests in under-the-radar and out-of-favour growth opportunities
  • ​The fund is a concentrated portfolio of 40 to 60 holdings
  • Our investments focus on unblemished, innovative, differentiated, scalable and sustainable growth companies
  • Active management approach, and growth-oriented investment style
  • Identification of strong global themes, early
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 Multi-Asset Strategic Growth Portfolio

Select other funds

Fund snapshot

View factsheet

  • Generate long-term returns at a lower volatility than equity markets
  • Achieve long term capital growth through diversifying investment
  • Meets cash flow needs from a mixture of capital growth and income
  • Realistic and achievable returns without the pressure of taking increasing levels of risk
  • Focus on future correlations and liquidity risk, not volatility
  • The strategy benefits from extensive experience, continuity and accountability
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 Global Opportunities Fund

Select other funds

Fund snapshot

View factsheet

  • Global stock-picking fund that invests in under-the-radar and out-of-favour growth opportunities
  • ​The fund is a concentrated portfolio of 40 to 60 holdings
  • Our investments focus on unblemished, innovative, differentiated, scalable and sustainable growth companies
  • Active management approach, and growth-oriented investment style
  • Identification of strong global themes, early
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