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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.

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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

Rathbone Global Opportunities Fund

Rathbone Global Sustainability Fund

Rathbone Heritage Fund

Rathbone Income Fund

Rathbone UK Opportunities Fund

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In the KNOW Blog

The latest news and views from our professional adviser blog

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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.

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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.

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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…

10 December 2018

A Scrooge-like shadow over the markets

A week that started with such optimism ended in disappointment as trade-war and US slowdown fears cast their shadow, Scrooge-like, over investors’ hopes for a year end “Santa rally”. Fed Chair Jay Powell’s more dovish comments helped recover investor sentiment at the start of…

10 December 2018

Santa and the Grinch

“I am a tariff man.” With that tweet in early December, US President Donald Trump arguably broke the resolve of investors who had held out hope for a de-escalation of the trade war between the US and China. Just days earlier, the two sides had agreed to a kind of armistice, with…

3 December 2018

All I want for Christmas

US Federal Reserve Chair Jay Powell all but dressed up in a Santa suit when he spoke at the New York Economic Club last week. It’s been a rough couple of months, with the S&P 500 down 6% in dollar terms and credit spreads blowing out. At their highest, five-year high-yield…

29 November 2018

Rathbones’ Coombs and McIntosh-Whyte, 2019 outlook: Ditch the…

Something has been creeping into our minds over the past few years: in everything from technology, politics and risk to the dynamics of interest rates, the models of yesterday appear to be breaking down. And that accelerated in 2018. We think it’s time to throw out some outmoded…

29 November 2018

Backseat drivers

Investors took a second referendum on the UK’s Brexit deal last week: the result was a resounding no. Sterling fell another 1.6% and housebuilders and domestic banks got clobbered. Royal Bank of Scotland was down roughly 13%. But utilities – your garden variety defensives – have…

26 November 2018

Equities took another battering last week, with oil and technology stocks hit hardest. The S&P 500 was off 3.8% in dollar terms, while Chinese stocks were down roughly the same amount in renminbi. Hopefully that’s not an ill augur for Sino-American trade talks that are…

19 November 2018

Christmas dealing notice 2018

In line with The London Stock Exchange Rathbone Unit Trust Management Limited will be open for dealing as follows: Day Date Dealing Hours Valuation Point * Monday 24-Dec-18 09.00-14.00 10am Tuesday 25-Dec-18 Closed Closed Wednesday 26-Dec-18 Closed Closed Thursday 27-Dec-18 09.…

19 November 2018

Changes to our dual priced funds

We are making some important changes with respect to those of our funds that have dual (offer and bid) prices; namely a switch to ‘swinging’ single pricing.