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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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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.

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Fund insights

In conversation series

In conversation September 2021

27 September 2021

Much has happened since the last time they spoke to you. Lockdown 2.0; Lockdown 3.0; a post-Brexit trade deal with the EU; Joe Biden became president; and the beginning of a global vaccination drive.

04 June 2021

Now in its second iteration, our In conversation series is beaming from the homes of our managers for the first – and likely not the last – time. They have provided the latest fund performance, portfolio positioning and their views on the future. 

04 June 2021

Introducing the, “In conversation” series, you’ll have the opportunity to hear and now see our fund managers provide their expert view in a short, engaging and digestible format. We aim to run these updates twice a year.

04 June 2021

Listen to Greg Mullins, Head of Sales, introduce the series in a short soundbite of what you can expect now and in the coming months ahead.

06 February 2020

Bryn Jones, lead fund manager of the Rathbone Ethical Bond Fund, reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020. 

06 February 2020

James Thomson, who has managed the Rathbone Global Opportunities Fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning. 

06 February 2020

Carl Stick, executive director, stands in for fund manager David Harrison to discuss one of the hottest topics of the moment - ESG (Enviromental, Social and Governance). The Rathbone Global Sustainability fund has performed well throughout 2019. Carl looks at how 2020 is likely to shape up.

06 February 2020

Noelle Cazalis, Rathbone High Quality Bond Fund manager reflects on a good performance for a relatively new fund and the key driving factors during the fund’s inaugural year.

06 February 2020

Watch Bryn Jones, manager of the Rathbone Strategic Bond Fund, discuss how learnings from 2019 will inform his investment decisions throughout 2020 and talk about key investment themes he has identified for the future

06 February 2020
Asset TV masterclass

As we enter the last part of the year, we take a look at the outlook for fixed income. Bryn Jones is on panel to discuss some of the latest updates in this sector. How great a threat inflation poses to fixed income investors today; how bond managers are looking to identify long term corporate cashflows in the wake of COVID; and the growing role of sustainability in running fixed income portfolios, plus more.

08 September 2021
With a growing awareness of environmental and social issues we take a look at what this means for the future of ESG. Panellists discuss the megatrends of sustainability and the importance of active ownership and corporate engagement. Listen to Kate Elliot, head of ethical, sustainable and impact research and panellists discuss.
04 June 2021

2020 was a year of incredible stress in markets, so how did multi-asset investing perform and is it fit for purpose in 2021? How are multi-asset managers using alternatives and what is the role of fixed income at a time of rising yields? Listen to David Coombs and panellists discuss this and much more.

14 May 2021

It’s been a tough few years on the domestic market, however this could be set to change as the UK begins to open up.  Alexandra Jackson and panellists discuss the outlook for UK Equities, inflation and UK dividends. The outlook for IPOs and M&A activity in 2020; as well as, how companies are looking to take advantage of post-lockdown economic opportunity.

06 May 2021

2020 has been an unprecedented year with the coronavirus pandemic and the US election, so what does it all mean for multi-asset? And what will global growth and the recovery look like? David Coombs and panel members discuss.

09 December 2020

As demand for ESG investing continues, listen to this panel of industry experts discuss the overarching themes and impacts this is having on society, and investing in general.

30 November 2020
As demand for ESG investing continues to rise; hear how Ethical Bond Fund manager Bryn Jones, incorporates this into the screening process and management of his fund; discussing the overarching themes which are currently driving performance and sustainable investing.
27 November 2020
Markets are experiencing extraordinary levels of volatility on the back of COVID-19, but how has the ESG sector been affected, and what could the coming months hold? David Harrison Global Sustainability Fund Manager discusses in this Asset TV Masterclass video.
13 May 2020
2019 has been a year dominated by geopolitical uncertainty from factors ranging from Brexit to Trump and trade wars, but how have markets reacted? Julian Chillingworth, Chief Investment Officer discusses some of the surprise stories of the year, and outlining what to look out for in 2020
13 December 2019

There is a growing investor demand for sustainable products, with 168 new funds launched in the first half of 2019 alone. But how long will it be before ESG becomes mainstream?

31 October 2019
Managers' viewpoint

The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.

17 June 2020

Fake meat is just a headline-grabbing focal point for real ethical changes in the US. In the first of three chapters, Rathbone Global Sustainability Fund manager David Harrison explains why responsible capitalism is ascendant in America. 

30 January 2020

Bond markets should be an investor’s safe haven, but in today’s world things aren’t as simple as they used to be. Rathbone High Quality Bond Fund manager Noelle Cazalis explains how she tries to play it safe.

10 October 2019

Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison.

09 October 2019
A straightforward approach for a complex world.
07 October 2019

Fund manager Will McIntosh-Whyte shares the (pretty open) secrets that underpin how the Rathbone Multi-Asset Portfolio Funds are put together, and discusses why not all fixed income assets are created equal.

10 September 2019

If you’re an income investor, don’t despair! Our fund manager Will McIntosh-Whyte tells Citywire that a decent – and growing – income is possible, if you are careful and realistic about your goals.

10 September 2019

Sustainable investing isn’t just about avoiding the risks of outdated businesses or environmental PR disasters, explains our Global Sustainability Fund manager, David Harrison. It’s also about spotting opportunities that can be captured if you keep your eyes on the future instead of the past.

18 June 2019

They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to.

14 June 2019
Webcasts
David Coombs, head of multi-asset investments, will be outlining his latest views; updating you on fund performance and discussing some of the topics that are front of mind.
29 September 2021

Join head of sales Greg Mullins as he introduces this ‘In conversation’ series.  A lot has happened since the last series; the world isn’t yet back to ‘normal’, and there are plenty of challenges and opportunities on the horizon. Greg explains how these videos provide a concise and pertinent overview of our funds.

21 September 2021

Manager James Thomson explains how he picks his best ideas from around the world, with a particular focus on mid-sized growth companies. He believes it’s now mission critical to own superior US stocks. He also explains why he believes balancing growth companies with reopening beneficiaries may help investors weather more volatile markets.

21 September 2021

Manager Alan Dobbie explains why he’s excited about the strong bounce-back in UK dividends this year and how he believes this will reignite investor interest in UK equity income strategies. He examines the longer-term dividend outlook and considers how M&A activity highlights the latent value in UK markets.

21 September 2021

Manager Alexandra Jackson explains why she expects medium-sized UK companies that are growing fast and consistently to continue to deliver strong returns. She examines key themes within the fund, notably the tech sector, while also considering how the boom in M&A activity is fuelling renewed focus on the UK market.

21 September 2021

Manager Bryn Jones discusses how his fund is meeting growing investor demand for bond strategies that meet positive social and environmental criteria. He explains how he’s been putting inflows to work and considers the key themes that excite him most.

21 September 2021

Manager David Harrison explains how his fund, which celebrated its third anniversary in July, aims to create long-term value for investors, the society and the environment. David discusses how he seeks out the best global companies that fulfil the fund’s rigorous sustainability criteria. He outlines some of the key themes he’s most excited about, like electrification. 

21 September 2021

Manager Noelle Cazalis highlights the fund’s focus on bonds issued by high-quality companies operating in resilient industries. She explains how the fund’s focus on shorter duration investments may help protect investor capital in a higher inflation world.

21 September 2021

Manager Bryn Jones explains how his fund aims to deliver low-volatility returns and can pull several different levers as bond market conditions change. He considers the impact of the huge fiscal largesse in place since the pandemic struck and examines some of the opportunities he’s finding in credit markets.

21 September 2021
Fund Manager of the Rathbone Greenbank Multi-Asset Portfolios, Will McIntosh-Whyte, covers latest fund updates and discusses some of the topics that are front of mind, including: US inflation; a pathway to recovery, and looking at the latest sustainable themes on radar.
30 June 2021