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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.

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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.    

Investors have piled into gold as the reality of US-China diplomacy starts to resemble Aesop’s fabled fox and stork. Chief investment officer Julian Chillingworth also ponders whether US tech shares are priced for perfection as he looks ahead to some big earnings results this week.  

27 July 2020

For months, the American economy has shrugged off a muddled response to the pandemic, posting better-than-expected numbers. Reality may finally have caught up, notes chief investment officer Julian Chillingworth. 

20 July 2020

With the groundwork laid for a rapid recovery, equity markets reflected continued optimism in June. But as chief investment officer Julian Chillingworth notes, significant risks remain.

15 July 2020

The situation is a bit foggy right now, so investors are trying to figure out whether economies and companies are generally heading in the right direction. Chief investment officer Julian Chillingworth rounds up earnings and inflation.

13 July 2020
Review of the Week: Tally ho!

Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal or no deal. Chief investment officer Julian Chillingworth takes stock of the situation.

06 July 2020
Review of the Week: Independence Day lockdown

People are extremely adaptable as prolonged lockdowns have shown. Yet chief investment officer Julian Chillingworth ponders how changes to the way we live will shake out in the coming months and years.

29 June 2020

Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.

22 June 2020

After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.

22 June 2020

UK GDP fell off a cliff during the lockdown. That shouldn’t be a surprise, argues chief investment officer Julian Chillingworth, shutting down commerce was the point.

15 June 2020

Stock markets are soaring higher as the developed world starts to relax lockdowns. Yet the virus is spreading rapidly in the emerging world, notes chief investment officer Julian Chillingworth, and there’s still a chance of a second wave in the West.

08 June 2020
Press announcements
E.g., 2020-08-03
E.g., 2020-08-03
Edward Smith
“Before today’s announcements, public sector net borrowing was on track to increase by around £310bn this year – so, around 15% of GDP.
14 July 2020

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed Peter Hooker as a DFM specialist within Rathbones’ distribution team. 

Peter will report to Philip Turner, head of DFM specialists.

07 July 2020

Rathbone Unit Trust Management Ltd (Rathbones) is pleased to announce the launch of two new multi-asset funds, as part of the Rathbone Multi-Asset Portfolio Funds (RMAP) range - the Rathbone Multi-Asset Defensive Growth Portfolio Fund and Rathbone Multi-Asset Dynamic Growth Portfolio Fund. 

22 June 2020

Dear valued client

19 March 2020

Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But what else will his government do in the next five years? 

13 December 2019

Rathbones’ Smith: “ECB bazooka futile in the long run”

12 September 2019

Rathbone Unit Trust Management introduces Rathbone High Quality Bond Fund to wider market

10 September 2019

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

22 August 2019

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

Rathbone Luxembourg Funds SICAV, mergers of sub-funds 

05 July 2019
Manager's viewpoint

The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.

17 June 2020

Fake meat is just a headline-grabbing focal point for real ethical changes in the US. In the first of three chapters, Rathbone Global Sustainability Fund manager David Harrison explains why responsible capitalism is ascendant in America. 

30 January 2020

Bond markets should be an investor’s safe haven, but in today’s world things aren’t as simple as they used to be. Rathbone High Quality Bond Fund manager Noelle Cazalis explains how she tries to play it safe.

10 October 2019

Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison.

09 October 2019

Fund manager Will McIntosh-Whyte shares the (pretty open) secrets that underpin how the Rathbone Multi-Asset Portfolio Funds are put together, and discusses why not all fixed income assets are created equal.

10 September 2019

If you’re an income investor, don’t despair! Our fund manager Will McIntosh-Whyte tells Citywire that a decent – and growing – income is possible, if you are careful and realistic about your goals.

10 September 2019

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

They strive each day (and most nights) to completely understand their discipline, so why does their labour only make expert forecasters more inaccurate? Rathbones Income Fund manager Carl Stick looks at why specialists fail at the future.

22 May 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