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Scammers purporting to be the Financial Conduct Authority (FCA) and other trusted institutions are targeting clients of investment management firms and fraudulently ‘advising’ them to transfer their funds elsewhere.

 

Please be extra vigilant when receiving unsolicited communications from third parties and contact your investment management team if you are unsure about any communications relating to your relationship with Rathbones. Find out more information here.

 

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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. 

*Rathbone Unit Trust Management (Rathbones) announces its intention to launch the Rathbone Greenbank Multi-Asset Portfolios (RGMAPs).  Subject to regulatory approval* For more information see here

Multi-asset Funds

Multi-asset Funds

Rathbone Multi-Asset Enhanced Growth Portfolio
Rathbone Multi-Asset Dynamic Growth Portfolio
Rathbone Multi-Asset Strategic Growth Portfolio
Rathbone Multi-Asset Strategic Income Portfolio
Rathbone Multi-Asset Defensive Growth 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 Strategic Bond Fund assessment of value report

Accounting year end at 30 June 2020

Read the report
Responsible capitalism in the US

During David’s trip to the US, he found a country where responsible capitalism has truly taken off, where people are much more aware of the social and environmental costs of doing business. Much like other parts of the world, investing along environmental, social and governance (ESG) principles is clearly ascendant in the US. 

Read the report
The value of ESG
 
 
How mainstream has the adoption of ESG into adviser investment practices become in 2020? And in what ways is the growth of ESG impacting businesses and client relationships? 
READ MORE