Individual investors

This website is for individual investors (or retail investors) based within or outside of the UK or channel islands, wanting to invest in funds through ISAs or unit trusts.

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Rathbone Global Opportunities Fund

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Fund snapshot

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  • Global stock-picking fund that invests in under-the-radar and out-of-favour growth opportunities
  • The fund is a concentrated portfolio of 40 to 60 holdings
  • Our investments focus on unblemished, innovative, differentiated, scalable and sustainable growth companies
  • Active management approach, and growth-oriented investment style
  • Identification of strong global themes, early
Overview

Costs and charges

MiFID II charges

R class

Ongoing Charges Figure (OCF) as at 31.01.2018
1.54%

Transaction costs
0.19%

Total MiFID II charges
1.73%

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

Performance

Prices and dividends

Breakdown

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

Friday, January 18, 2019

In context

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.

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Wednesday, August 8, 2018

Investing for global exposure?

Strong capital performance combined with competitive volatility is no accident but the consequence of an excellent investment process

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