Financial advisers

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

View factsheet

We aim to deliver a greater total return than the FTSE All-Share 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 All-Share Index as a target for our fund’s return because we want to offer you a better return than the UK stock market.

We also compare our fund against the Investment Association (IA) UK All Companies sector to give you an indication of how we perform against other funds in our peer group. Apart from investing exclusively in the UK, the funds in this sector aren't always similar to ours.

Fund overview

Costs and charges

MiFID II charges

I class

Ongoing Charges Figure (OCF) as at 30.09.2019
0.61%

Transaction costs
0.10%

Total MiFID II charges
0.71%

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

Thursday, February 20, 2020

In conversation 

Alexandra Jackson, saw her Rathbone  UK Opportunities Fund outperform the sector in what was a turbulent year of highs and lows. She looks to the future, and explores whether we’ve seen the last of the 'Boris Bounce'.   

Watch here

Sunday, May 31, 2020

Investment commentary, May 2020

After the enormous global stock rally from the lows of mid-March, many stock markets are starting to look fully valued. One area that remains undervalued and offers meaningful upside is UK companies, particularly mid and small-caps. But you have to choose carefully.

Read more