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.

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 31.07.2020
0.78%

Transaction costs
0.12%

Total MiFID II charges
0.90%


 

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, February 9, 2021

In conversation 

Manager James Thomson describes 2020 as a “socialising recession”. In 2021, the pent-up demand to rekindle friendships, restock our wardrobes and take our travel plans out of deep-freeze should mean “revenge spending” is coming. Combined with huge stimulus, low interest rates and reflationary policies, this has convinced James to pivot toward beneficiaries of reopening.

Watch here

Thursday, December 31, 2020

Quarterly investment commentary, Q4 2020

In December, your fund returned 2.1% versus a 2.5% average increase in the IA Global sector. In 2020 the fund appreciated 31.3%, top-quartile performance.

Read more