Rathbone Global Sustainability Fund
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Fund snapshot
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
MiFID II charges
I class
Ongoing Charges Figure (OCF) at 31.10.2019
0.90%
Transaction costs
0.13%
Total MiFID II charges
1.03%
S class
Ongoing Charges Figure (OCF) at 31.10.2019
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
The manager of the Rathbone Global Sustainability Fund David Harrison explores why quality sustainable companies have weathered the pandemic storm better than others so far in 2020, and why the only thing certain about the future is further uncertainty.
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Responsible capitalism in the US
During David Harrison’s (Rathbone Global Sustainability Fund manager) trip to the US, he found a country where responsible capitalism has truly taken off, where people are much more aware of the social and environmental costs of doing business. Much like other parts of the world, investing along environmental, social and governance (ESG) principles is clearly ascendant in the US.
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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…
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Our investment screening
A strong ethical framework, methodology and screens with a well-established investment process.
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