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.

Rathbone Global Opportunities Fund

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We aim to deliver a greater total return than the Investment Association (IA) Global Sector, after fees, over any 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 (dividend payments). We use the IA Global 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.

We compare our asset allocation to the FTSE World Index to give you an indication of how our fund is positioned against the global stock market.

Overview

Costs and charges

MiFID II charges

I class

Ongoing charges figure (OCF) as at 31.01.2022
0.77%

Transaction costs
0.10%

Total MiFID II charges
0.87%

The MiFID II charges include the ongoing charges figure (OCF) and transaction costs. PRIIPs compliant

Performance

Prices and dividends

Breakdown

Downloads

Pages

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

Tuesday, September 28, 2021

Rathbone Global Opportunities Fund – investment update - On demand recording now available

This year, James Thomson, manager of the £3.9 billion Rathbone Global Opportunities Fund, has made a significant number of changes to the portfolio, including reluctantly selling a stock he’s held for over a decade, after a 1500% return. Hear from James on these moves, the latest changes to the portfolio and what he’ll be watching as we head into 2022, 

Register to watch on demand

Friday, December 31, 2021

Quarterly investment commentary, Q4 2021

One year ago we thought we were entering the end of the socialising recession and a period that might resemble the sequel to the roaring twenties. The year didn’t feel at all like that. Fast forward a year and visions of sugar plum fairies and reflationary nirvana have faded. My fund is up over 20% in the past year, but it’s the sort of bull market that gives you grey hair.

Read more

 

Monday, January 24, 2022

In conversation 

Manager James Thomson explains how he picks his best ideas from around the world. As 2022 progresses, he believes we will remain in a world of unreliable growth, with the worst of the supply chain disruption behind us.

Watch now