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.

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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.    

The Conservative Party has politicked itself into a terrible bind, explains Julian Chillingworth, our chief investment officer. The consequences for the country could be momentous

08 April 2019

Global equities shrugged off some bad news to post remarkable gains in the first quarter. Julian Chillingworth, our chief investment officer, thinks it’s time to shuffle toward the exit – but not too fast.

01 April 2019

A logjam in the streets and another in Parliament. Our chief investment officer, Julian Chillingworth, ponders a hectic week ahead.

25 March 2019

“It’s just a flesh wound.”

18 March 2019

You could hear the crack of the starting gun echoing around the markets last week: the race for the 2020 Democratic presidential candidacy is on and American equities dipped noticeably. And the leading message from those leading the Democratic pack is that capitalism itself is broken and needs radical reform.

11 March 2019

We don’t know about you, but over the past year or so we got into the habit of buying our travel money extremely far in advance of holidays.

04 March 2019

As we move into the new financial year we begin to access the outlook for global markets as we look out to 2020 and beyond. How can investor’s best position themselves amid changing central bank policies and geopolitical risks?  David Coombs, Head of multi-asset investments at Rathbones discusses.

27 February 2019

US corporate earnings hit a crescendo this week, yet most people are focused on the Federal Reserve and the fluid trade policies of the American President.

25 February 2019

Quite possibly the worst bounty delivered by the 21st century is the 24-hour news cycle.

18 February 2019

Investors seem to be flitting between fear and optimism in an increasingly erratic manner. Hopes for a soft-touch Federal Reserve seem to be driving most of the optimism, notes chief investment officer Julian Chillingworth.

18 February 2019
Press announcements
E.g., 2019-06-17
E.g., 2019-06-17

This note is to inform you of a proposed merger of the net assets of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund.

06 August 2018

The purpose of this letter is to inform you of a proposed merger (the Merger) by which the net assets of the Rathbone Blue Chip Income and Growth Fund (the Blue Chip Fund) will be transferred into the Rathbone Income Fund (the Income Fund).

06 August 2018

Rathbones today releases its “Brexit Decision Tree”. Rathbones’ head of asset allocation research, Ed Smith, believes that stopping at “we don’t know” is actually a missed opportunity. The decision tree shows a number of branches which lead to a range of possible outcomes.

02 August 2018

“This week will be dominated by three major central bank meetings, and investors asking if the US Federal Reserve will hike rates, if the ECB will end QE and if there will be any action at all from the Bank of Japan?

13 June 2018

Rathbone Unit Trust Management Ltd (Rathbones) announces its intention to launch the Rathbone Global Sustainability Fund in July 2018, subject to FCA regulatory approval.

12 June 2018

“As of late January, the MSCI World Index, hadn’t suffered a daily setback greater than 1.5% since September 2016 – a run unprecedented since 2006. After a tumultuous February and March, much of that complacency has been washed away.

06 April 2018

“We think it’s prudent to discuss the possible escalation of a global trade war and any impact it might have on our portfolio. Recent volatile market movements highlighted just how sensitive the market has become to protectionist rhetoric, certainly in the short term.

26 March 2018

When Donald Trump won the presidency in November 2016, we believed he would struggle to make headway on virtually all of his flagship policies.

26 March 2018

Last week the UN World Happiness Report 2018 revealed that Finland is the world’s happiest nation. In contrast, the US slipped five places to 18th in the global ‘happiness’ rankings.

19 March 2018

“Chancellor Phillip Hammond was very clear when he reformed the system, the Spring Statement will not be ‘a major fiscal event’ – no other western economy announces tax and spending changes twice a year and the UK needed to stop too.

13 March 2018
Manager's viewpoint