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This website is for individual investors (or retail investors) based within or outside of the UK or channel islands, wanting to invest in funds through ISAs or unit trusts.

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Our funds for investors

For retail investors based in the UK investing in funds through ISAs, unit trusts or multi-asset solutions

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Multi-asset Funds

Rathbone Multi-Asset Enhanced Growth Portfolio

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Rathbone Multi-Asset Total Return Portfolio

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Fixed Income Funds

Rathbone Ethical Bond Fund

Rathbone Strategic Bond Fund

Equity Funds

Rathbone Global Opportunities Fund

Rathbone Income Fund

Rathbone UK Opportunities Fund

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Investments are always a balance between risk and reward. Before you choose to invest with us, there are a few important things to consider

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Rathbones Review Winter 2018

Read the latest Rathbones Review

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Our stewardship report 2018

We believe it is in the best interests of our clients for the companies in which we invest to adopt best practice in corporate governance

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16 January 2019

Rathbones’ Smith: Reduced risk of a ‘no deal’

The Brexit saga has taken a predictable turn, though the rout that Prime Minister Theresa May suffered in Tuesday’s Parliamentary vote on her Brexit deal was historical in its magnitude. The vote doesn’t really change much, though, other than making an extension of the Article…

11 January 2019

Rathbones’ Smith looks at the key macro issues for the year ahead

At the start of 2018 we identified the concerns that eventually weighed on equity markets, but we hadn’t anticipated the big drop in valuations that would follow. We still believe some caution is warranted, but not the kind of fear that seemed to take hold as 2018 drew to a…

Rathbones’ Coombs: “Investors’ greatest risk in 2019 could be…

As market sentiment hits new lows, Rathbones’ David Coombs discusses why he welcomes the recent volatility and continues to back equities. “There is no doubt that 2018 was a tough year for investors, including us. But we managed to dampen the downside and are now positioned to…

What did I miss?

Concerns about a worldwide slowdown in growth have made for a rotten time in markets over the past six weeks or so. During the festive period, low volumes exacerbated some lurching moves up and down as some poor economic data and patchy company reporting really got to investors…

10 December 2018

A Scrooge-like shadow over the markets

A week that started with such optimism ended in disappointment as trade-war and US slowdown fears cast their shadow, Scrooge-like, over investors’ hopes for a year end “Santa rally”. Fed Chair Jay Powell’s more dovish comments helped recover investor sentiment at the start of…

10 December 2018

Santa and the Grinch

“I am a tariff man.” With that tweet in early December, US President Donald Trump arguably broke the resolve of investors who had held out hope for a de-escalation of the trade war between the US and China. Just days earlier, the two sides had agreed to a kind of armistice, with…

3 December 2018

All I want for Christmas

US Federal Reserve Chair Jay Powell all but dressed up in a Santa suit when he spoke at the New York Economic Club last week. It’s been a rough couple of months, with the S&P 500 down 6% in dollar terms and credit spreads blowing out. At their highest, five-year high-yield…

29 November 2018

Rathbones’ Coombs and McIntosh-Whyte, 2019 outlook: Ditch the…

Something has been creeping into our minds over the past few years: in everything from technology, politics and risk to the dynamics of interest rates, the models of yesterday appear to be breaking down. And that accelerated in 2018. We think it’s time to throw out some outmoded…

29 November 2018

Backseat drivers

Investors took a second referendum on the UK’s Brexit deal last week: the result was a resounding no. Sterling fell another 1.6% and housebuilders and domestic banks got clobbered. Royal Bank of Scotland was down roughly 13%. But utilities – your garden variety defensives – have…

26 November 2018

Equities took another battering last week, with oil and technology stocks hit hardest. The S&P 500 was off 3.8% in dollar terms, while Chinese stocks were down roughly the same amount in renminbi. Hopefully that’s not an ill augur for Sino-American trade talks that are…

19 November 2018

Christmas dealing notice 2018

In line with The London Stock Exchange Rathbone Unit Trust Management Limited will be open for dealing as follows: Day Date Dealing Hours Valuation Point * Monday 24-Dec-18 09.00-14.00 10am Tuesday 25-Dec-18 Closed Closed Wednesday 26-Dec-18 Closed Closed Thursday 27-Dec-18 09.…

19 November 2018

Changes to our dual priced funds

We are making some important changes with respect to those of our funds that have dual (offer and bid) prices; namely a switch to ‘swinging’ single pricing.