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Home › UK › Financial Adviser › Multi-Asset, Fixed Income, and Equity Funds › Rathbone Global Sustainability Fund

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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.

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.

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Rathbone Global Sustainability Fund

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Fund snapshot

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View full fund holdings information

​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

Fund manager

Ratings

Elite Radar

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Transparency

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Fund overview

Costs and charges

MiFID II charges

I class

Ongoing charges figure (OCF) as at 31.10.2020
0.90%

Transaction costs
0.13%

Total MiFID II charges
1.03%


S class

Ongoing charges figure (OCF) as at 31.10.2020
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

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.

READY TO INVEST

Portfolio and market insights

Tuesday, February 9, 2021

In conversation 

Last year could well be the year that sustainable investing hit the mainstream. David Harrison explains how his fund handily outperformed its benchmark, and outlines key themes he believes are here to stay. Our fund has the freedom to search the world for the very best investments; find out where David sees opportunities to make returns and a difference.

Watch here

Monday, November 9, 2020

Rathbone Global Sustainability Fund: US Election — November 2020

The new tenant of the White House plans to make some major changes to green infrastructure and climate change policies. With America’s sustainability agenda set to head in a new direction, fund manager David Harrison muses about the knock on impact of US President-Elect Joe Biden’s policies on the Rathbone Global Sustainability Fund.

Read more

Monday, September 21, 2020

Our annual review 2020

Since the Rathbone Global Sustainability Fund was launched, our focus was clear: we wanted to be completely open about how we choose investments and be able to show you how your money is making a difference. Now in its second year, fund manager David Harrison explores in the 2020 Annual review how the fund has made a positive impact and the sustainability rationale for his investment choices…

Download report

Wednesday, March 6, 2019

Our investment screening

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

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