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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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(*country of residence if an individual or country of operation if a corporation)

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

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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

James Thomson

Fund manager and board director

Sammy Dow

Fund manager

Ratings

FE 4 Crowns

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Overview

Costs and charges

MiFID II charges

R class

Ongoing Charges Figure (OCF) as at 31.07.2019
1.53%

Transaction costs
0.15%

Total MiFID II charges
1.68%

 

I class

Ongoing Charges Figure (OCF) as at 31.07.2019
0.78%

Transaction costs
0.15%

Total MiFID II charges
0.93%

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, February 28, 2019

Money Observer Rated Funds 2019

2019 ‘Rated Funds’ accolade from ‘Money Observer rated Funds’.  This is based on consistently delivering superior returns against their peer group over at least three years   

Our awards

 

Tuesday, April 16, 2019

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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