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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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

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.    

Investors took a second referendum on the UK’s Brexit deal last week: the result was a resounding no.

29 November 2018

Equities took another battering last week, with oil and technology stocks hit hardest.

26 November 2018

Markets were dominated by US politics last week, with investors first holding their breath and then pondering how America will fare with a split Congress.

13 November 2018

October was a brutal month for investors, with a simultaneous rise in bond yields and sharp correction in equity markets.

09 November 2018

Life is in the living, not the grave; joy is in hope, not receipt. Nothing is ever as fulfilling as we can imagine.

05 November 2018

A broad range of US companies reined in estimates of 2019 growth last week, most notably Amazon.

29 October 2018

For answers about the global stock market dip of the past couple of weeks, we think you need to look at the bond market. That, mixed with some jumpy robots, is most likely the cause, we believe.

22 October 2018

The US market stabilised last week. Well, on the surface, at least.

22 October 2018

For answers about the global stock market dip of the past couple of weeks, we think you need to look at the bond market.

15 October 2018

US Treasury yields soared last Wednesday in a truly astonishing 12-basis-point one-day jump.

08 October 2018
Announcements

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

“This week will be dominated by three major central bank meetings, and investors asking if the US Federal Reserve will hike rates, if the ECB will end QE and if there will be any action at all from

13 June 2018

Rathbone Unit Trust Management Ltd (Rathbones) announces its intention to launch the Rathbone Global Sustainability Fund in July 2018, subject to FCA regulatory approval.

12 June 2018

“As of late January, the MSCI World Index, hadn’t suffered a daily setback greater than 1.5% since September 2016 – a run unprecedented since 2006.

06 April 2018

“We think it’s prudent to discuss the possible escalation of a global trade war and any impact it might have on our portfolio.

26 March 2018
Man watering money plants - Rathbone Investment Management

Interest rates and bond yields headed to the floor in the wake of the global financial crisis and have more or less stayed there since. In this “new normal”, generating a sufficient income may require new ways of thinking.

05 March 2018

Ed Smith says: “While India may be the ‘new China’ for some investors, given it is where China was in terms of growth at the start of the new millennium, China is to remain the largest Asian growth

13 February 2018

“The correction we are seeing is due to strong US growth and concerns about a pick-up in wage inflation, fuelling the prospect of interest rates rising faster than forecast.

06 February 2018

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed James Workman to the Rathbone UK Opportu

11 January 2018

David Coombs, manager of the Rathbone Multi-Asset Portfolio Funds, and assistant manager Will McIntosh-Whyte, share their seven key investment themes for 2018.

04 December 2017

Rathbones’ Ed Smith: ‘Small giveaway budget offset by grave deterioration in the outlook for UK growth and the government’s tax receipts shouldn’t move the dial for investors.’

23 November 2017

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has launched a personal inflation calculator, designed to p

20 November 2017

“While the Governor of the Bank of England gets off on a technicality this time – 3.0008% doesn’t count as breaching 3%! - we believe that peak inflation is close.

14 November 2017
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 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