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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.

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Rathbone Global Sustainability Fund

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Fund snapshot

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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.

  • Global, high conviction 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

Downloads

Pages

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% 

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

Wednesday, September 12, 2018

Our annual review 2019

Twelve months since launch, we share our journey so far.

Download report

Thursday, May 23, 2019

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

Wednesday, May 15, 2019

Webcast: Rathbone Global Sustainability Fund

David Harrison, fund manager of the Rathbone Global Sustainability Fund discusses current investment themes and how he has shaped the current portfolio to achieve maximise returns while remaining in-line with the UN Sustainable Development Goals.

Listen to the recording

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, July 25, 2018

Our investment screening

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

Read more