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.

Rathbone Global Opportunities Fund

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Fund snapshot 

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  • Global stock-picking fund that invests in under-the-radar and out-of-favour growth opportunities
  • The fund is a concentrated portfolio of 40 to 60 holdings
  • Our investments focus on unblemished, innovative, differentiated, scalable and sustainable growth companies
  • Active management approach, and growth-oriented investment style
  • Identification of strong global themes, early
Overview

Costs and charges

MiFID II charges

I class

Ongoing Charges Figure (OCF) as at 31.07.2018
0.79%

Transaction costs
0.19%

Total MiFID II charges
0.98%


 

Performance

Prices and dividends

Breakdown

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

Friday, March 29, 2019

FE Alpha Manager Hall of Fame

James Thomson, is named as one of 61 fund managers entering the FE Alpha Manager Hall of Fame for 2019. 

Read more

Tuesday, February 6, 2018

Webcast - our strategy

Policy tightening is meeting slower economic growth, a trade war and widespread displeasure with ineffective political solutions.  Hear how the Rathbone Global Opportunities fund is positioned.

Listen to the recording

Wednesday, August 8, 2018

Investment principles and process

Our framework for assessing investments, with a responsible approach to risk

View brochure 

 

Thursday, March 14, 2019

City of London Wealth Management Award

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’  

View the awards