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Home › UK › Financial adviser › UK adviser page

Financial advisers

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.

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

From 29 March 2019 the fund will not accept any new clients domiciled in an European Union (EU) 27 country. Current investors within the EU and the European Economic Area (EEA) may continue to hold units in our UK domiciled funds and may make additional contributions. This is subject to change.

Please read the legal and regulatory terms and conditions that apply when using this website. By entering, you are confirming you are a 'financial adviser', accepting the terms and conditions of use.

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Our funds for advisers

For financial advisers based in the UK, looking for all major asset classes and regions, with options for clients seeking growth, income or additional diversification through our range of funds.

Our funds

You have access to a range of funds within each of our two main investment types - unit trusts and multi-asset portfolios. 

Multi-asset Funds

Multi-asset Funds

Rathbone Multi-Asset Enhanced Growth Portfolio
Rathbone Multi-Asset Strategic Growth Portfolio
Rathbone Multi-Asset Strategic Income Portfolio
Rathbone Multi-Asset Total Return Portfolio
Fixed Income Funds

Fixed Income Funds

Rathbone Ethical Bond Fund
Rathbone High Quality Bond Fund
Rathbone Strategic Bond Fund
Equity Funds

Equity Funds

Rathbone Global Opportunities Fund
Rathbone Global Sustainability Fund
Rathbone Heritage Fund
Rathbone Income Fund
Rathbone UK Opportunities Fund

Quick links

Rathbone Global Opportunities Fund assessment of value

Accounting year end at 31 January 2020

Read the report
In pursuit of green

In our latest investment report, David Harrison, manager of the Rathbone Global Sustainability Fund, looks at how the rapid acceleration of companies in the US, are adopting Ethical, Social and Governance (ESG) initiatives, and how this is impacting world economies.

Read the report
Our stewardship report 2019

Our compliance with the UK Stewardship Code is set out in the document below. Along with it is a report on the last calendar year’s work we have done on the subject on behalf of the funds.

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