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.
- 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
David Harrison
Fund manager and investment analyst
Ratings
3D Investing 4 stars
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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
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.
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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.
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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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