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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.

​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.

Ratings

Fund overview

Costs and charges

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

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.

Portfolio and market insights

Tuesday, July 2, 2019

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.
Thursday, February 20, 2020

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

Tuesday, May 5, 2020

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

Wednesday, March 4, 2020

Our annual review 2019

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

Download report

Friday, May 10, 2019

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

Wednesday, March 6, 2019

Our investment screening

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

Read more