Rathbone Global Sustainability Fund
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Fund snapshot
In pursuit of green - taking a trip to America, our Global Sustainability Fund manager, David Harrison, detects a change in the air. Suddenly US firms are taking their environmental and social responsibilities more seriously.
Read the full report.
We aim to deliver a greater total return than the FTSE World Index, 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 FTSE World Index as a target for our fund's return because we want to offer you higher returns than global stock markets.
We also compare our fund against the Investment Association (IA) Global sector to give you an indication of how we perform against other funds in our peer group. Like us, the funds in this sector invest globally, although most of them don’t invest using a sustainability framework.
David Harrison
Ratings
3D Investing 4 stars
Elite Radar
MiFID II charges
I class
Ongoing Charges Figure (OCF) at 30.04.2019
0.90% (est)
Transaction costs
0.13% (est)
Total MiFID II charges
1.03% (est)
S class
Ongoing Charges Figure (OCF) at 30.04.2019
0.65%
Transaction costs
0.13%
Total MiFID II charges
0.78%
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
In conversation
Carl Stick, executive director, stands in for fund manager David Harrison to discuss one of the hottest topics of the moment - ESG (Enviromental, Social and Governance). The Rathbone Global Sustainability fund has performed well throughout 2019. Carl looks at how 2020 is likely to shape up.
Watch here
Our annual review 2019
Twelve months since launch, we share our journey so far.
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In pursuit of green
In our latest investment report, David Harrison, manager of the Rathbone Global Sustainability Fund, looks at how the rapid acceleration of companies in the US, are adopting Ethical, Social and Governance (ESG) initiatives, and how this is impacting world economies.
Download report
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
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
Our investment screening
A strong ethical framework, methodology and screens with a well-established investment process.
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