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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.    

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

It’s hard to see anything beyond Brexit in the UK’s future, but UK Opportunities fund manager Alexandra Jackson has been noting a real resurgence in the fortunes of British households. If only they felt confident enough to start spending.

18 February 2019

It’s that time in the ebb and flow of global commerce that investors cast around for the next big threat to the economy, the unforeseen wave that will upend everything.

11 February 2019

US nonfarm payrolls smashed expectations once again, posting 304,000 new jobs in January instead of the 165,000 forecast. Last month’s number was revised down from exceptionally high to very high.

04 February 2019

Every time Theresa May gets trounced in Parliament, delays a vote or a member of her Cabinet lets slip that she won’t really force a no-deal exit from the EU, sterling shoots upward.

28 January 2019

More than anything else, one thing has been at the top of our mind lately: in business, if you’re not the cheapest or the best, you’re toast.

23 January 2019

Markets took a dive in December, but we think panicked investors may have got ahead of themselves. Chief investment officer Julian Chillingworth explains why things are relatively ok for global growth, but perhaps not so much for the UK.

22 January 2019

Today Theresa May has to present her alternative Brexit plan to Parliament. Facing a hostile House of Commons, the Prime Minister says she won’t do so. Instead, she will reiterate that she is continuing to negotiate with the EU in a bid to unpick the Gordian knot of the Irish backstop.

21 January 2019

Concerns about a worldwide slowdown in growth have made for a rotten time in markets over the past six weeks or so.

07 January 2019
Press announcements
E.g., 2019-04-21
E.g., 2019-04-21

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