Individual investors

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

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

News and events

News and comment

Our economic and market reviews are delivered from Rathbones chief investment officer, Julian Chillingworth.  He brings highlights, on the investment forecast and the outlook for global and UK markets.    

​The UK went backwards in the second quarter as businesses trod water ahead of the Brexit deadline. Our chief investment officer, Julian Chillingworth, ponders what it means for interest rates.

12 August 2019

A ghoulish Brexit is weighing on sterling and Donald Trump trade war with China is weighing on the Federal Reserve. Chief investment officer Julian Chillingworth looks at the effects of both.

05 August 2019

US President Donald Trump keeps rattling trade markets and keeping investors antsy. Our chief investment officer Julian Chillingworth asks, is he using the markets to pressure the US Federal Reserve to cut interest rates?

05 August 2019

As the US central bank prepares to make its first interest rate reduction since 2008, many investors see the move as the end of an era. Our chief investment officer, Julian Chillingworth, thinks the impending death of the economic cycle may be greatly exaggerated.

29 July 2019

Iran and the UK clash in the Gulf, squeezing the supply of oil worldwide. Chief investment officer Julian Chillingworth notes that fading global growth should keep the crude price from spiking.

22 July 2019

US stock markets reached new high last week, and other less conventional signs of optimism also appeared. In our latest Review of the Week, chief investment officer Julian Chillingworth considers what it all means for the longer term.

15 July 2019

Approval of changes to Rathbone Multi-Asset Portfolio (the company) and changes to the following sub-funds; Rathbone Multi-Asset Total Return Portfolio, Rathbone Multi-Asset Strategic Growth Portfolio and Rathbone Multi-Asset Enhanced Growth Portfolio (the sub-funds)

11 July 2019

Rathbone Ethical Bond Fund, Rathbone Global Opportunities Fund, Rathbone Income Fund and Rathbone UK Opportunities Fund (the funds)

11 July 2019

Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds. 

11 July 2019

After getting all fired up for interest rate cuts, decent American economic data spoiled the mood last week. Our chief investment officer, Julian Chillingworth, notes the growing disconnect between investors’ expectations and economic reality.

08 July 2019
Press announcements
E.g., 2019-08-20
E.g., 2019-08-20

Now that the latest round of China/US trade talks have come to an uninspiring end, attention will shift to this evening’s announcement from the US Federal Reserve and the expected 0.25% rate reduction in the real interest rate. Markets will also be searching for clues as to whether there will be any further rate cuts this year, or whether this is a one off insurance cut.

31 July 2019

Notice to the shareholders of sub-fund Rathbone Multi-Asset Enhanced Growth Portfolio Accumulation Sub-Fund (the "Sub-Fund")

05 July 2019

Rathbone Luxembourg Funds SICAV, mergers of sub-funds 

05 July 2019

The India growth story is now well-established, but on the eve of the largest general election in the world, should it still be regarded as the jewel in the emerging market crown?

10 April 2019

As announced on 18 February 2019, Rathbones has made changes to its Luxembourg domiciled SICAV in preparation for a post-Brexit regulatory environment.

26 March 2019

Rathbone Unit Trust Management prepares for post-Brexit regulatory environment.

18 February 2019

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.

16 January 2019

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 close.

11 January 2019

As market sentiment hits new lows, Rathbones’ David Coombs discusses why he welcomes the recent volatility and continues to back equities.

08 January 2019

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.

29 November 2018
Manager's viewpoint

Sustainable investing isn’t just about avoiding the risks of outdated businesses or environmental PR disasters, explains our Global Sustainability Fund manager, David Harrison. It’s also about spotting opportunities that can be captured if you keep your eyes on the future instead of the past.

18 June 2019

They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to.

14 June 2019

Ten years ago this month, the American stock market, stricken by the global financial crisis, bottomed out and started one of the longest upward market trends in history. Now, a decade on, Rathbone Income fund manager Carl Stick thinks it’s appropriate to talk about change.

24 April 2019