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Individual investors

This website is for existing individual investors (or retail investors) based within or outside of the UK or channel islands.

Please select your country of residence*:
(*country of residence if an individual or country of operation if a corporation)

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 an ‘individual investor’, accepting the terms and conditions of use.

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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

Our funds

Multi-asset Funds

Multi-asset Funds

Rathbone Multi-Asset Enhanced Growth Portfolio
Rathbone Multi-Asset Strategic Growth Portfolio
Rathbone Multi-Asset Strategic Income Portfolio
Rathbone Multi-Asset Total Return Portfolio
Fixed Income Funds

Fixed Income Funds

Rathbone Ethical Bond Fund
Rathbone High Quality Bond Fund
Rathbone Strategic Bond Fund
Equity Funds

Equity Funds

Rathbone Global Opportunities Fund
Rathbone Global Sustainability Fund
Rathbone Heritage Fund
Rathbone Income Fund
Rathbone UK Opportunities Fund

Quick links

Rathbone Funds assessment of value

For funds with accounting year end at 30 September 2019 or 31 October 2019

Read the report
In pursuit of green

In our latest investment report, David Harrison, manager of the Rathbone Global Sustainability Fund, looks at how the rapid acceleration of companies in the US, are adopting Ethical, Social and Governance (ESG) initiatives, and how this is impacting world economies.

Read more
Our stewardship report 2019

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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