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Rathbone UK Opportunities Fund

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Fund snapshot

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  • This is a bottom-up stock-picking fund that invests in the most exciting growth opportunities listed in the UK.
  • Our sweet spot is identifying overlooked mid-sized growth companies with scalable, differentiated business models and strong management.
  • We avoid speculative, binary or pre-profitability companies
  • We aim to offer investors early exposure to long term growth trends.
  • Portfolio construction includes a strong risk overlay and objective sell discipline, with holdings sized according to risk tolerance and liquidity
Fund overview

Costs and charges

MiFID II charges

I class

Ongoing Charges Figure (OCF) as at 31.03.2018
0.59%

Transaction costs
0.08%

Total MiFID II charges
0.67%

The MiFID II charges include the Ongoing Charges Figure (OCF) and transaction costs. PRIIPs compliant

Performance and risk

Historic 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, November 6, 2018

Webcast - UK Opportunities Fund  

Investing in the UK is at the very bottom of the list for global asset allocators. Is there something fundamentally wrong with UK-listed businesses or is this a case of Brexit-induced pessimism?

Play the recording

 

Tuesday, October 9, 2018

Third quarter review, September 2018

A fairly benign performance from the fund and broader UK markets over Q3 belied a lot of Brexit-related drama, with cabinet resignations and nail biting parliamentary votes over the summer   

View report

 

Tuesday, September 11, 2018

Podcast 'a brand new world'

How are established brands responding to the needs of millennials? 'Alexandra Jackson, interviews Sanjiv Tumkur, our Head of Equities Research

Listen to our podcast

Wednesday, August 8, 2018

Rathbone UK Opportunities Fund - an introduction

Investing in the UK's most exciting growth opportunities and unlocking hidden gems. Fund Manager, Alexandra provides us with an exclusive on how she runs the fund; her stock-picking methodology, and some of the star holdings she invests in.

Play video