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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.

Please read the legal and regulatory terms and conditions that apply when using this website. By entering, you are confirming you are a 'financial adviser', accepting the terms and conditions of use.

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 31.03.2019
0.61%

Transaction costs
0.09%

Total MiFID II charges
0.70%

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

Performance and risk

Historic prices and dividends

Breakdown

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

Wednesday, July 31, 2019

Investment commentary, July 2019

It was a tough month for your fund as odds of a no-deal Brexit increased with Boris Johnson installed – for now – as Prime Minister.

Read more

 

Thursday, May 9, 2019

Webcast - UK Opportunities Fund  

Markets, even the UK, have climbed the wall of worry and rallied hard so far in 2019. With the Rathbone UK Opportunities Fund up over 14% year to date (to 23.04.19), we ask manager Alexandra Jackson where to from here. 
 

Listen now

 

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