Home › UK › Financial adviser ›

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)

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.

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

Rathbone Global Opportunities Fund

Rathbone Global Sustainability Fund

Rathbone Heritage Fund

Rathbone Income Fund

Rathbone UK Opportunities Fund

Quick links

In the KNOW Blog

The latest news and views from our professional adviser blog

Read More

Ready to invest?

For your convenience, you are able to invest in our funds through our distribution partners, or by post. Alternatively, speak to a member of our dealing and valuations team.

View more

Our stewardship report 2018

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.

FIND OUT MORE

18 February 2019

Amusing ourselves to death

Quite possibly the worst bounty delivered by the 21st century is the 24-hour news cycle. It creates a strange sort of loop that distorts time, fact and emotion. You ask yourself, for how many days has this BBC presenter on the TV at Westminster been talking about wicketkeepers?…

18 February 2019

Rathbones to make changes to its Luxembourg SICAV range

Rathbone Unit Trust Management prepares for post-Brexit regulatory environment. Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, announces its intention to make changes to its Luxembourg…

18 February 2019

Investors seem to be flitting between fear and optimism in an increasingly erratic manner. Hopes for a soft-touch Federal Reserve seem to be driving most of the optimism, notes chief investment officer Julian Chillingworth. In context It can be difficult to get perspective in…

4 February 2019

US nonfarm payrolls smashed expectations once again, posting 304,000 new jobs in January instead of the 165,000 forecast. Last month’s number was revised down from exceptionally high to very high. The ISM manufacturing survey rose to 56.6, higher than expected, showing that US…

28 January 2019

Watch the pound fly

Every time Theresa May gets trounced in Parliament, delays a vote or a member of her Cabinet lets slip that she won’t really force a no-deal exit from the EU, sterling shoots upward. That’s why UK investors didn’t partake in the continued recovery for global stock markets last…

22 January 2019

Markets took a dive in December, but we think panicked investors may have got ahead of themselves. Chief investment officer Julian Chillingworth explains why things are relatively ok for global growth, but perhaps not so much for the UK. A Gordian Knot Theresa May was supposed…

21 January 2019

Today Theresa May has to present her alternative Brexit plan to Parliament. Facing a hostile House of Commons, the Prime Minister says she won’t do so. Instead, she will reiterate that she is continuing to negotiate with the EU in a bid to unpick the Gordian knot of the Irish…

16 January 2019

Rathbones’ Smith: Reduced risk of a ‘no deal’

The Brexit saga has taken a predictable turn, though the rout that Prime Minister Theresa May suffered in Tuesday’s Parliamentary vote on her Brexit deal was historical in its magnitude. The vote doesn’t really change much, though, other than making an extension of the Article…

11 January 2019

Rathbones’ Smith looks at the key macro issues for the year ahead

At the start of 2018 we identified the concerns that eventually weighed on equity markets, but we hadn’t anticipated the big drop in valuations that would follow. We still believe some caution is warranted, but not the kind of fear that seemed to take hold as 2018 drew to a…

Rathbones’ Coombs: “Investors’ greatest risk in 2019 could be…

As market sentiment hits new lows, Rathbones’ David Coombs discusses why he welcomes the recent volatility and continues to back equities. “There is no doubt that 2018 was a tough year for investors, including us. But we managed to dampen the downside and are now positioned to…

What did I miss?

Concerns about a worldwide slowdown in growth have made for a rotten time in markets over the past six weeks or so. During the festive period, low volumes exacerbated some lurching moves up and down as some poor economic data and patchy company reporting really got to investors…

13 December 2018

Fixed income webcast update - Strategic Bond

Rathbones Head of Fixed Income and Fund Manager discusses how the Rathbone Strategic Bond Fund navigates fixed income and multi-asset through periods of volatility.