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
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
Responsible capitalism in the US
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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
Webcast - Rathbone Global Sustainability Fund
David Harrison, manager of the Rathbone Global Sustainability Fund has managed produce a return strong relative performance during the first quarter of 2020.
Listen now
Our annual review 2019
Twelve months since launch, we share our journey so far.
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ESG masterclass
Markets are experiencing extraordinary levels of volatility on the back of COVID-19, but how has the ESG sector been affected, and what could the coming months hold? David Harrison Global Sustainability Fund Manager discusses in this Asset TV Masterclass video.
Listen to the discussion
Our investment screening
A strong ethical framework, methodology and screens with a well-established investment process.
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