Rated For Equities by FundCaliber.com

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Rathbone Income Fund

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Fund snapshot

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  • The fund invests in small, mid and large-sized UK equities 
  • Clear, rational, and robust investment process, with a value bias
  • We target an above-average and rising dividend
  • Portfolio focus and diversification - 30-50 UK shares
  • Continuity of team aids consistency and strength of results
  • Strong investment discipline
  • Portfolio turnover is low due to a ‘buy and hold’ strategy 
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 UK Opportunities Fund

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Fund snapshot

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  • The fund invests in small, mid and large-sized UK equities 
  • Clear, rational, and robust investment process, with a value bias
  • We target an above-average and rising dividend
  • Portfolio focus and diversification - 30-50 UK shares
  • Continuity of team aids consistency and strength of results
  • Strong investment discipline
  • Portfolio turnover is low due to a ‘buy and hold’ strategy 
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 UK Opportunities Fund

Select other funds

Fund snapshot

View factsheet

  • The fund invests in small, mid and large-sized UK equities 
  • Clear, rational, and robust investment process, with a value bias
  • We target an above-average and rising dividend
  • Portfolio focus and diversification - 30-50 UK shares
  • Continuity of team aids consistency and strength of results
  • Strong investment discipline
  • Portfolio turnover is low due to a ‘buy and hold’ strategy
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 Income Fund

Select other funds

Fund snapshot

View factsheet

  • The fund invests in small, mid and large-sized UK equities 
  • Clear, rational, and robust investment process, with a value bias
  • We target an above-average and rising dividend
  • Portfolio focus and diversification - 30-50 UK shares
  • Continuity of team aids consistency and strength of results
  • Strong investment discipline
  • Portfolio turnover is low due to a ‘buy and hold’ strategy 
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