How to invest
To invest in our Funds either:
- Contact our dealing and valuations line on 0330 123 3810 between 9.00am and 5.00pm Monday to Friday, or visit our page below on distribution partners for one of the many fund platforms and life companies our funds are available through.
- Invest in our funds by post. Download an application form from the relevant tab below.
Distribution Partners
For your convenience, we have listed some of our distribution partners below where you can find our fund range:
7IM
Aegon
AllFunds
EMBARK
Ascentric
Aviva
Fundsnetwork
Hargreaves Lansdown
James Hay
Novia
Nucleus
Old Mutual Wealth Platform
Pershings
Standard Life Elevate
Standard Life Wrap
Transact
Note: Rathbones does not endorse or recommend any of the companies above. Please observe each site's privacy and cookie policies as well as their platform charges structure.
SINGLE STRATEGY / OEIC INVESTMENTS
Tax self certification - corporate entities
Tax regulations require us to collect information about each investor’s tax residency. The corporate entities form should only be used by persons acting on behalf of corporate bodies investing in our funds. Information required from individual investors, investing on their own behalf is gathered via the standard application form.
Please read the important information carefully before applying.
Essential supporting information
- Key investor information documents (KIID)**
- Single Strategy supplementary information document (SID)
Application forms*
Prospectus
- Prospectus (Unit Trust range - Rathbone Ethical Bond Fund, Rathbone Global Opportunities Fund, Rathbone Income Fund, Rathbone UK Opportunities Fund)
- Prospectus (Rathbone Strategic Bond Fund only)
- Prospectus (Rathbone High Quality Bond Fund only)
- Prospectus (Rathbone Greenbank Global Sustainability Fund only)
* You must read with the appropriate key investor information document (KII) and the supplementary information document.
** Please make sure you have read the supplementary information document.
How do I pay for my investments?
Can we ask that ideally all payments for investments are made by electronic bank transfer (with the exception of ISA payments). The details on how to do this can be found on our application forms. However if by exception you need to send a cheque to us this must be sent to the address below please.
Where do I send completed application forms?
Please send all completed application forms to:
Rathbones Asset Management Limited
PO Box 9948
Chelmsford
CM99 2AG
MULTI ASSET / OEIC INVESTMENTS
Please read the important information carefully before applying.
Tax self certification - corporate entities
Tax regulations require us to collect information about each investor’s tax residency. The corporate entities form should only be used by persons acting on behalf of corporate bodies investing in our funds. Information required from individual investors, investing on their own behalf is gathered via the standard application form.
Rathbone Multi-Asset Portfolio Funds Supplementary information document (SID)
- Key investor information document (KIID)**
- Rathbone Multi-Asset Portfolio Funds supplementary information document (SID)
Rathbone Multi-Asset Portfolio Funds application forms*
Prospectus
* You must read with the appropriate key investor information document (KII) and the supplementary information document.
** Please make sure you have read the supplementary information document.
Different investment limits and charges apply for ‘R’ class and ‘S’ class investments - please see the supplementary information document for more information.
How do I pay for my investments?
Can we ask that ideally all payments for investments are made by electronic bank transfer (with the exception of ISA payments). The details on how to do this can be found on our application forms. However if by exception you need to send a cheque to us this must be sent to the address below please.
Where do I send completed application forms?
Please send all completed application forms to:
Rathbones Asset Management Limited
PO Box 9948
Chelmsford
CM99 2AG
Rathbone GREENBANK MULTI ASSET / OEIC INVESTMENTS
Please read the important information carefully before applying.
Tax self certification - corporate entities
Tax regulations require us to collect information about each investor’s tax residency. The corporate entities form should only be used by persons acting on behalf of corporate bodies investing in our funds. Information required from individual investors, investing on their own behalf is gathered via the standard application form.
Essential supporting information
- Key investor information document (KIID)**
- Rathbone Greenbank Multi-Asset Portfolio Funds - supplementary information document (SID)
Rathbone Greenbank Multi-Asset application forms*
Prospectus
* You must read with the appropriate key investor information document (KIID) and the supplementary information document.
** Please make sure you have read the supplementary information document.
How do I pay for my investments?
Can we ask that ideally all payments for investments are made by electronic bank transfer (with the exception of ISA payments). The details on how to do this can be found on our application forms. However if by exception you need to send a cheque to us this must be sent to the address below please.
Where do I send completed application forms?
Please send all completed application forms to:
Rathbones Asset Management Limited
PO Box 9948
Chelmsford
CM99 2AG