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Home › UK › Individual-investor › Rathbone Global Opportunities Fund

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.

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Rathbone Global Opportunities Fund

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Fund snapshot

View factsheet

We aim to deliver a greater total return than the Investment Association (IA) Global Sector, after fees, over any 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 (dividend payments). We use the IA Global 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.

We compare our asset allocation to the FTSE World Index to give you an indication of how our fund is positioned against the global stock market.

James Thomson

Fund manager and Executive director

Sammy Dow

Fund manager

Ratings

FE 5 Crowns

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Overview

Costs and charges

MiFID II charges

R class

Ongoing charges figure (OCF) as at 31.07.2020
1.53%

Transaction costs
0.12%

Total MiFID II charges
1.65%

 

I class

Ongoing charges figure (OCF) as at 31.07.2020
0.78%

Transaction costs
0.12%

Total MiFID II charges
0.90%

The MiFID II charges include the Ongoing Charges Figure (OCF) and transaction costs. PRIIPs compliant

Performance

Prices and dividends

Breakdown

Downloads

Pages

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.

READY TO INVEST

Portfolio and market insights

Thursday, October 22, 2020

In conversation 

The manager of the Rathbone Global Opportunities Fund James Thomson discusses the key drivers of his fund’s impressive performance this year. He also explains why he’s trading more than any other time in his 17 years at the helm.

Watch here

 

Thursday, December 31, 2020

Quarterly investment commentary, Q4 2020

In December, your fund returned 2.1% versus a 2.5% average increase in the IA Global sector. In 2020 the fund appreciated 31.3%, top-quartile performance.

Read more