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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(*country of residence if an individual or country of operation if a corporation)

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.

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.

News and events

Stay up to date with our fund reviews as our fund managers discuss market trends, their strategy and the challenges and opportunities that lie ahead
Webcasts

Listen to our webcasts live and 'on-demand' and receive our future scheduled updates directly to your inbox.   Interact directly with the speaker, download presentation slides and your CPD certificate. View the full channel here.

Lockdowns have eased and second waves have so far not materialised. But the UK stock market hasn’t kept up, and furthermore small & mid caps have trailed.  Why has the UK underperformed? Where does this leave valuations? Can we still hide in ‘expensive defensives?’  Join Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, to discuss these topics in a live webcast

21 May 2020
David Coombs, head of multi-asset investments will be outlining his latest views on the speed of lockdown exits around the world and the impact this is having on strategy.
18 May 2020

Bryn Jones, Rathbones Head of Fixed Income and Noelle Cazalis, lead fund manager of the Rathbone High Quality Bond Fund will discuss our fixed income funds, how the various strategies have navigated the current economic environment.

18 May 2020
Please join Carl Stick and Alan Dobbie for a timely and insightful update on the Rathbone Income Fund.
12 May 2020
David Coombs, head of multi-asset investments will update on strategy and will highlight his views on inflation vs deflation, recovery vs new lows and tech vs leisure.
07 May 2020

Thursday 7 May at 11:00am - James Thomson, lead manager of the Rathbone Global Opportunities Fund updates investors on the positioning of the fund. 

01 May 2020
Tuesday 5 May at 10:00am - David Harrison, manager of the Rathbone Global Sustainability Fund has managed produce a return strong relative performance during the first quarter of 2020.
22 April 2020
Wednesday 29 April at 10:00am - David will be providing an update on portfolios, including latest positioning, trading and views given the very latest news in respect of COVID-19.
21 April 2020

Tuesday 28 April at 10:30am - During the webcast Bryn will be discussing the portfolios current positioning, outlook for the fixed income market, current thinking and positioning within our three fixed income mandates.

20 April 2020
David Coombs, head of multi-asset investments will be providing an update on strategy given the very latest news in respect of COVID19.
06 April 2020
Market comment

Our economic and market reviews are delivered from Rathbones chief investment officer, Julian Chillingworth.  He brings highlights, on the investment forecast and the outlook for global and UK markets.    

While we’re all theorising about whether looking at a castle is the best form of optometry, really important issues are going unaddressed. Chief investment officer Julian Chillingworth stays focused on what matters.

26 May 2020

Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery. 

20 May 2020
Our kids are going to lead us out of lockdown, as the government makes some tough decisions. Chief investment officer Julian Chillingworth looks at the tracking programme that will accompany the back-to-school drive.
18 May 2020

The government has unveiled its lockdown exit plan to mixed reception. Our chief investment officer Julian Chillingworth thinks attention is best paid elsewhere.

11 May 2020

This Friday we remember the victory of an older generation. They won peace and reshaped the world, becoming a timeless example for humanity, argues our chief investment officer Julian Chillingworth.

04 May 2020

Crazy phenomena like negative oil prices will keep popping up over the coming months, warns our chief investment officer Julian Chillingworth. Investors will ignore most of it, but when they do panic, stocks could return to their March lows.

27 April 2020

Markets are jig-jagging like a frightened hare as wholesale lockdowns and extraordinary stimulus have streaked across the globe. Our chief investment officer Julian Chillingworth reports on the month.

24 April 2020

Stocks have shot higher even as people are laid off in droves and the virus continues to spread. Investors aren’t cheering misery, our chief investment officer Julian Chillingworth explains, they are trying to predict the future. 

20 April 2020

With the virus outbreak still in full swing, some Western nations are already mulling a relaxation of lockdown. In the US, that has led to a showdown between the layers of government. These are tough decisions to make, notes our chief investment officer Julian Chillingworth.

14 April 2020

Europe’s COVID-19 cases seem to be peaking, the UK has at least another fortnight to go and America’s problems seem to be only beginning. The world is now in a race against the clock, notes our chief investment officer Julian Chillingworth.

06 April 2020
Announcements

Stay informed with our regular press releases, and company announcements from Rathbone Unit Trust Management.

Dear valued client

19 March 2020

Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But what else will his government do in the next five years? 

13 December 2019

In line with The London Stock Exchange Rathbone Unit Trust Management Limited will be open for dealing as follows:

29 November 2019

Rathbones’ Smith: “ECB bazooka futile in the long run”

12 September 2019

Rathbone Unit Trust Management introduces Rathbone High Quality Bond Fund to wider market

10 September 2019

Notice to the shareholders of sub-fund Rathbone Multi-Asset Enhanced Growth Portfolio Accumulation Sub-Fund (the "Sub-Fund")

22 August 2019

Now that the latest round of China/US trade talks have come to an uninspiring end, attention will shift to this evening’s announcement from the US Federal Reserve and the expected 0.25% rate reduction in the real interest rate. Markets will also be searching for clues as to whether there will be any further rate cuts this year, or whether this is a one off insurance cut.

31 July 2019

Approval of changes to Rathbone Multi-Asset Portfolio (the company) and changes to the following sub-funds; Rathbone Multi-Asset Total Return Portfolio, Rathbone Multi-Asset Strategic Growth Portfolio and Rathbone Multi-Asset Enhanced Growth Portfolio (the sub-funds)

11 July 2019

Rathbone Ethical Bond Fund, Rathbone Global Opportunities Fund, Rathbone Income Fund and Rathbone UK Opportunities Fund (the funds)

11 July 2019

Rathbone Luxembourg Funds SICAV, mergers of sub-funds 

05 July 2019

We are delighted to announce that the Rathbone Ethical Bond Fund has once again been awarded the rights to display the European SRI Transparency logo.

25 April 2019

The India growth story is now well-established, but on the eve of the largest general election in the world, should it still be regarded as the jewel in the emerging market crown?

10 April 2019
Awards

The value of investments and the income from them may go down as well as up and you may not get back your original investment. Past performance should not be seen as an indication of future performance.

Our awards date back to 2002 across a range of funds. We are delighted to receive such acknowledgement from rating agencies and trade publications, as we continue to target consistently higher investment returns for our investors.
 

 

Investment Week Fund Manager of the Year 2019

   

Bryn Jones, Rathbones fixed income director and his fixed income team who have been shortlisted as finalists in the Investment Week Fund Manager of the Year awards for 2019. The two categories are ‘Judges Choice for Fixed Income’ (Rathbone Ethical Bond) and the ‘Sterling Strategic Bond’ (Rathbone Strategic Bond). In 2018 Bryn was awarded the Judges’ Choice for Fixed Income for their work on the Rathbone Ethical Bond Fund. The awards will celebrate the outstanding achievements of fund managers who are shaping the future of the investment industry.  

 

 

City of London Wealth Management Award: Best Fund 2019

   

The 2019 City of London Wealth Management Awards were held at the Guildhall on 14 March.  The Rathbone Global Opportunities Fund was the winner in the category for ‘Best Fund’  

The City of London Wealth Management Awards, (COLWMA), are hosted by Goodacre UK, a leading specialist business and technology consultancy.  The awards recognise and promote quality of service from Wealth Management companies and individuals.    

 

 

 Money Observer Rated Funds 2019

   

The Rathbone Ethical Bond; Rathbone Income Fund and Rathbone Global Opportunities Fund receive a 2019 ‘Rated Funds’ accolade from ‘Money Observer rated Funds’.  This is based on consistently delivering superior returns against their peer group over at least three years.  Other factors taken into consideration included manager track record and income yields (where relevant).

 

 

 

 Investment Life and Pensions Moneyfacts Award 2018

   

Rathbone Unit Trust Management were nominated in two categories: 'Best Ethical Investment Provider' and 'Best Investment Service'

This award is based on nominations from the adviser community, based on their their top three providers across the full range of protection, retirement and investment products.  Each provider's product pricing and features were examined during the preceding 12-month period.

 

 

 FT Adviser Investment 100 Club Awards 2018

   

We are proud to announce Bryn Jones, was awarded 'Sterling Corporate Bond Fund of the Year' for the Rathbone Ethical Bond Fund, on 11 October 2018, at FTAdviser's Investment 100 Club Awards 2018. The Rathbone Ethical Bond Fund is one of 20 elite funds recognised for delivering strong five-year returns.

 

 

 Citywire's UK Fund Manager Awards 2018

   

Citywire UK fund manager awards recognises those individuals with the highest risk-adjusted returns over three years to 31 May

It also rewards the depth of talent that sits at the core of the best asset management houses. The groups that qualified go through the Citywire Group Ratings methodology, covering a seven year period.
 
Rathbones, David Coombs, AA Citywire rated has won the 'Mixed Asset - Absolute return' category, for the Rathbone Multi-Asset Strategic Growth Portfolio, for the second consecutive year.
 
 
 

Winner of the Fund Manager of the Year awards 2018
Judges Choice, Fixed Income

   

At the Investment Week Fund Manager of the Year awards 2018, Bryn Jones, (Fixed Income Director and manager of the Rathbone Ethical Bond Fund) and his team won the Judges’ Choice for Fixed Income for their work on the aforementioned fund. Presented by comedian and broadcaster Sandi Toksvig on Thursday 5 July at London’s Grosvenor House, this is an extremely prestigious award and thoroughly deserved. Having been shortlisted a number of times this is overdue recognition.

Bryn’s Rathbone Strategic Bond Fund was shortlisted in its sector category.

Having passed a rigorous performance screen, firms with shortlisted funds were invited to respond to an online questionnaire asking further questions about the fund, its performance and contributing factors.

A panel of expert fund selectors then judged each category in their area of expertise, making first, second and third fund choice recommendations. These recommendations were then put forward to the ‘judging day’ where a ‘grand judging panel’ made a final review and decision.

 
 

Women in Finance Awards 2018

   

We are please to announce Rathbones, Fund manager Alexandra Jackson was shortlisted as a 2018 finalist.  The Women in Finance Awards is Europe’s largest diversity initiative, recognising the high-achievers, advocates, and role models for women in the sector.

 
 

Rathbones awarded best Ethical SRI - Bond

   

The Rathbone Ethical Bond Fund has been awarded the ‘Best Ethical SRI - Bond’ at the Money Observer Fund Awards 2018 on 28 June 2018.   Head of fixed income and fund manager Bryn Jones has previously won this award in 2017, 2016 and 2015.

The Awards recognise and reward consistent top quartile performance and achievement and form a fully independent, rigorous, statistical and qualitative assessment that identifies the best fund in each category. 

 
 
 

Asset TV audience choice awards 2017

   

We are proud to announce that our Masterclass on 'Brexit: the Investment Implications' with Rathbones, David Coombs - Head of Multi-Asset Investments, was awarded the Asset TV audience choice awards on 22 August 2017.  

 
 

Online innovation and service awards 2017

   

Rathbones has won for another year the five Stars Online Innovation and Service award in the investments category at the FTAdviser Online Innovation and Services awards.

The awards were held on 29 June 2017 at OXO2 and showcased those providers who, in the opinion of intermediaries, deliver great service and are developing technologies to help advisers do business more effectively.
 

We won this award by being rated from over 1,100 advisers based on a poll which took place in 2016 and examined the following areas:

  • Overall functionality and design (including mobile)
  • Ease of transaction/business processing tools 
  • Online product tools and literature
  • Flexibility of changing options
  • Innovation (including platform, APPs, portal, tools)

The FTAdviser Online Innovation and Service awards rate providers from 'One Star' (poor service) to 'Five Stars' (excellent service).

 
   

Thought leadership initiative of the year

   

In June 2016 Rathbones published an investment update following the EU referendum.   We are delighted to announce, it was one of twelve campaigns that has been shortlisted in the 'thought leadership' category at Headlinemoney Awards 2017 on Tuesday 16 May 2017 at the Grosvenor House Hotel, London, W1K 7TN.

Rathbones Edward Smith, Asset Allocation Strategist was recognised at the awards for the report “If you leave me now” which explores the implications of Brexit for the UK economy and markets.  Ed was highly commended in the hotly-contested category ‘Thought Leadership Initiative of the Year’.

 
 

Fund manager of the year 2017 - finalists revealed

   

The Rathbone Ethical Bond Fund (in the IA Sterling Corporate Bond sector) and Rathbone Income Fund (in the IA UK Equity Income sector) have been shortlisted at the forthcoming Investment Week Fund Manager of The Year Awards 2017.  The awards will be held on Thursday 6th July 2017 at the Royal Albert Hall.

The awards recognise the outstanding achievements of fund managers who are shaping the future of the investment industry.

 
   

Citywire UK awards 2017

   

Fund Manager, David Coombs has been awarded the ‘Best Manager’  in the Mixed Assets - Absolute Return GBP sector at the Citywire UK Awards 2017.

The Citywire UK Awards recognise the top managers, generating the highest risk-adjusted returns, in 15 key sectors over the past three years to 31 December 2016.

 
 

Money observer rated funds award 2017

   

The Rathbone Ethical Bond Fund and Rathbone Global Opportunities at Rathbone Unit Trust Management Ltd has been elected into the Money Observer list of rated funds.  Following the successes of 2016 and 2015, the funds rated by Money Observer are actively managed funds that have consistently outperformed their peer groups over the medium term. Rated funds are reviewed twice a year.

The awards also demonstrate that fund managers Bryn Jones and Carl Stick have consistently delivered on their respective mandates.

 
   

'Best Bond Fund' Money Observer 2016

   

Fund Manager, Bryn Jones of the Rathbone Ethical Bond Fund has been awarded the 'Best Bond Fund' in the Ethical / SRI category at the Money Observer Fund Awards 2016.

Rathbone Ethical Bond is another returning winner, having won this category in 2015.

 
 

Online innovation and service awards 2016

   

Following on from previous years successes, Rathbones have been awarded 4 stars (out of 5) for our online services this year in the 'Investments' category at the FT Adviser Online Service Awards 2016.  The online awards focuses more closely on innovation than ever before, showcasing those providers who, in the opinion of intermediaries (from a poll of more than 1,000 advisers), deliver great service and are developing technologies to help advisers do business more effectively.

 
   

Money observer rated funds award 2016

   

The Rathbone Ethical Bond, Rathbone Global Opportunities and the Rathbone Income Fund at Rathbone Unit Trust Management Ltd has been elected into the Money Observer list of rated funds for the period: February 25th 2016 to February 24th 2017.

Money Observer Rated Funds are actively managed funds that have consistently outperformed their peer groups over the medium term. Rated funds are reviewed twice a year.

 
   

Morningstar UK Fund Awards 2016

   
Morningstar UK Fund Awards this week rewarded the Rathbone Ethical Bond Fund in the category for the 'Best Corporate Bond Fund' for having consistently beat its peer group and the stock market.
 
For the second consecutive year, Morningstar UK Fund Awards recognise those funds and fund groups around the world that delivered the greatest outperformance, on a risk-adjusted basis, in 2015, and over the longer term. 
 
 

Moneywise 2015 fund awards

    Rathbones' Ethical Bond Fund, run by Bryn Jones has been highly commended in the Sterling Corporate Bond Funds category for consistently outperforming the market.
 
   

Morningstar name RUTM as a top 10 group for 5 year risk adjusted returns

    Morningstar has ranked Rathbone Unit Trust Management as one of top 10 fund houses for 5 year risk-adjusted returns (as at 31 Oct 2015).
 
 

Rathbones wins 5-star rating award for online services

   

Presented last night (25 June) at Fabric, the awards recognise the importance of quality service to intermediary clients and are considered to be the benchmark for service standards within the retail finance marketplace.

The ratings are awarded based on the views of 1,000 polled advisers, who rate providers on the range of services offered, and the efficacy of their online provision and ease of use. 

Commenting, our chief executive Mike Webb said: 

“This award demonstrates that we are providing a vital service to our adviser customers, and has particular value as it’s voted for by our clients. At Rathbones we strive to look forward, and this 5-star rating is testament to all we have achieved.”

About the awards

The FTAdviser Online Service Awards are an independent measurement of which providers are getting it right online, and who needs to do more work to keep their intermediary customers happy. Once they receive all the voting data, the information is independently checked and verified, before the results are collated. These results allow financial service providers to benchmark themselves against their peers; and intermediaries to health check their own service experience against the norm.

Those awarded a 5-star for service are considered to be the top performers, down through 4, 3, 2 and 1 star ratings. Providers who achieved very little support did not even qualify for a star rating.

 
 

Money observer 2015 fund awards

   

Rathbone Ethical Bond Fund - awarded the best fund in the ‘Ethical/SRI Bond category'


The awards are based on the Funds risk adjusted returns over the last three calendar years 

 
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
Manager's viewpoint

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

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