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Rathbone Global Sustainability Fund

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Fund snapshot

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  • Global, high conviction stocking picking fund
  • Natural extension of Rathbones’ ethical and sustainable investment heritage
  • a concentrated portfolio of global equities, comprising between 30 to 50 holdings
  • Bias towards cash generative and income generating stocks
  • Fully integrated sustainability analysis, in conjunction with Rathbone Greenbank Investments ethical research team.

Why invest

  • Independent governance ensures ongoing ethical and sustainable commitment
  • financial returns linked directly to providing solutions to social or environmental challenges
  • a strong track record in investing, managing sustainability in investments since 1997

Ratings

Costs and charges

MiFID II charges

I class

Ongoing Charges Figure (OCF) at launch
0.90% (est)

Transaction costs
0.13% (est)

Total MiFID II charges
1.03% (est)


S class

Ongoing Charges Figure (OCF) at launch
0.65%  (est)

Transaction costs
0.13% (est)

Total MiFID II charges
0.78% (est)

The MiFID II charges include the Ongoing Charges Figure (OCF) and transaction costs. PRIIPs compliant

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

Wednesday, February 6, 2019

ESG masterclass

Rathbones David Harrsion is joined by M&G investments and RBC investments.  Hear the argument for investing or divesting and how best to influence change, spot the companies that are just green washing and more.

Watch the debate

Monday, October 1, 2018

Rathbone Global Sustainability Fund - an introduction

In this short video, Fund Manager, David Harrison introduces the fund and outlines the benefits of sustainable investing.  Also featuring  expert insight from Rathbone Greenbank's Ethical Research team.

Listen to the video

Wednesday, September 5, 2018

Our investment screening

A strong ethical framework, methodology and screens with a well-established investment process.

Read more 

 

Friday, September 28, 2018

Product brochure

Long-term value creation for investors, society and the environment. Expertise and experience to meet the demand for more socially responsible investment, supported by ethical and sustainability analysis from the team at Rathbone Greenbank Investments.

Download