Rathbone Ethical Bond Fund
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Fund snapshot
We aim to deliver a greater total return than the Investment Association (IA) Sterling Corporate Bond sector, after fees, over any rolling five-year period. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest payments). We use the IA Sterling Corporate Bond sector as a target for our fund's return because we aim to achieve a better return than the average of funds that are similar to ours.
Bryn Jones
Ratings
Morningstar 5 Star
Transparency
FE Invest Approved
3D investing 3 stars
FE 4 Crowns
MiFID II charges
R class
Ongoing Charges Figure (OCF) as at 31.03.2020
1.28%
Transaction costs
0.07%
Total MiFID II charges
1.35%
I class
Ongoing Charges Figure (OCF) as at 31.03.2020
0.66%
Transaction costs
0.07%
Total MiFID II charges
0.73%
The MiFID II charges include the Ongoing Charges Figure (OCF) and transaction costs. PRIIPs compliant
How to invest
Visit our ‘how to invest’ pages to learn about your available options to invest in the fund. This includes our distribution partners and direct postal investment.
Portfolio and market insights
In conversation
Bryn Jones, lead fund manager of the Rathbone Ethical Bond Fund, reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020.
Watch here
Investing in Ethical funds
Medium to long-term high income and capital growth, highly competitive against other Sterling Corporate bond funds
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Our ethical investment showcase
Here is a snapshot of some of the ethical investments, we have made in the past and present.
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Our investment screening criteria
The fund defines ‘Environmental, Social and Governance (ESG) investing as an investment strategy which believes that long-term growth can be achieved by companies which conduct their business and apply capital responsibly
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