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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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.

The information held on this website relating to the Rathbone SICAV range of funds is only provided to investors in the EU where they are existing shareholders in one of the funds for information purposes only. The information provided in this site is aimed at existing investors only. It does not constitute an offer to sell, or solicit an offer to buy any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

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.

Fund insights

In conversation series

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

Co-fund managers, Carl Stick and Alan Dobbie reflect on 2019  and the how the Rathbone Income Fund has performed over the last decade. Together they discuss their plans and focus for 2020.  

06 February 2020

Alexandra Jackson, saw her Rathbone  UK Opportunities Fund outperform the sector in what was a turbulent year of highs and lows. She looks to the future, and explores whether we’ve seen the last of the 'Boris Bounce'.  

06 February 2020
Asset TV masterclass
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
Demand for multi-asset funds has burgeoned but with uncertainty in geopolitics plaguing markets, does it still offer the diversification benefits on which it's built?
23 April 2019
2018 was a challenging environment for fixed income but 2019 saw a rally in the bond markets, so why was this and is it set to continue?
10 April 2019

ESG is no longer a niche concern, in fact Forbes estimates that around a quarter of professionally managed assets around the world have an ESG focus. So what sort of trends will shape ESG in the coming year? 

20 February 2019
Trump's trade war, Brexit uncertainty, volatility returning to markets and when will the bull run end? These are some of the questions that investors have been asking themselves over the last 12 months. But coming into 2019 are we going to see more of the same?
14 December 2018
ESG accounts for around a quarter of the assets around the world, so does this mean that it is now mainstream? And what does an ESG fund offer compared to other funds that do not take into account ESG characteristics?
19 October 2018
Demand for multi-asset funds have burgeoned but now as we enter a period of quantitative tightening, uncertainty and geopolitics plague markets, does it still offer the diversification benefits on which it's built?
19 September 2018
The first quarter of 2018 has been the worst for fixed income since the global financial crisis; why was this and is it likely to continue?
04 May 2018
Managers' viewpoint

They strive each day (and most nights) to completely understand their discipline, so why does their labour only make expert forecasters more inaccurate? Rathbones Income Fund manager Carl Stick looks at why specialists fail at the future.

22 May 2019

Ten years ago this month, the American stock market, stricken by the global financial crisis, bottomed out and started one of the longest upward market trends in history. Now, a decade on, Rathbone Income fund manager Carl Stick thinks it’s appropriate to talk about change.

24 April 2019

The US central bank changed tack so fast in 2019 that you could hear the thunderclap. Rathbone Global Opportunities Fund manager James Thomson warns that investors shouldn’t follow suit. 

10 April 2019
Webcasts

In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.

18 January 2022

Manager of the Rathbone UK Opportunities Fund, Alexandra Jackson, presents her thoughts to Proactive Investor’s Katie Pilbeam on the changing shape of the UK market and what this means for investors.

14 January 2022
Manager of the Rathbone Greenbank Multi-Asset Portfolios, Will McIntosh-Whyte, sets out his outlook for 2022; beginning the year with an update on the funds, and covers latest topics, including: a tsunami of Omicron? What does this mean for investors? The FED’s ‘taper tangle’. And looks at exciting new year opportunities in the sustainable investment space.
16 December 2021

On this month’s episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the ‘growth’ vs ‘value’ debate.

15 December 2021

On this month’s episode of The Sharpe End, David, Will and Rahab discuss the best ways to protect portfolios from COVID, supply chain risks and inflation. Also, do trends towards veganism and a low-carbon future mean major disruption is coming for farmers and food makers? And we explain how nutrition businesses DSM and Christian Hansen are helping to solve health challenges and cut food waste.

02 November 2021
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