Rathbone Ethical Bond Fund
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Fund snapshot
We aim to deliver a greater total return than the Investment Association (IA) Sterling Corporate Bond sector, after fees, over any rolling five-year period. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest payments). We use the IA Sterling Corporate Bond sector as a target for our fund's return because we aim to achieve a better return than the average of funds that are similar to ours.

Bryn Jones
MiFID II charges
I class
Ongoing charges figure (OCF) as at 31.03.2022
0.66%
Transaction costs
0.11%
Total MiFID II charges
0.77%
The MiFID II charges include the Ongoing Charges Figure (OCF) and transaction costs.
How to invest
Visit our ‘how to invest’ pages to learn about your available options to invest in the fund. This includes our distribution partners and direct postal investment.
Portfolio and market insights
Rathbone Unit Trust Management responsible investment policy
We created this policy because we wanted to:
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In conversation
Manager Bryn Jones believes bond markets are starting to show some interesting characteristics, and explains how fixed income investing is returning as an important hedge. In particular, how investment grade bonds are pricing in default rates that seem too high, therefore throwing up value in this universe.
Watch here
Ethical investment case studies
Transparency is vital when it comes to showing you exactly what goes into our investment process and the holdings in which we choose
to invest.
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