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.

Rathbone Global Sustainability Fund

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Fund snapshot

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In pursuit of green - taking a trip to America, our Global Sustainability Fund manager, David Harrison, detects a change in the air.  Suddenly US firms are taking their environmental and social responsibilities more seriously.  
Read the full report.

​We aim to deliver a greater total return than the FTSE World Index, 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 FTSE World Index as a target for our fund's return because we want to offer you higher returns than global stock markets.

We also compare our fund against the Investment Association (IA) Global sector to give you an indication of how we perform against other funds in our peer group. Like us, the funds in this sector invest globally, although most of them don’t invest using a sustainability framework.

Ratings

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Costs and charges

MiFID II charges

I class

Ongoing Charges Figure (OCF) at 30.04.2019
0.90% (est)

Transaction costs
0.13% (est)

Total MiFID II charges
1.03% (est)


S class

Ongoing Charges Figure (OCF) at 30.04.2019
0.65% 

Transaction costs
0.13%

Total MiFID II charges
0.78% 

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

Thursday, February 20, 2020

In conversation 

Carl Stick, executive director, stands in for fund manager David Harrison to discuss one of the hottest topics of the moment - ESG (Enviromental, Social and Governance). The Rathbone Global Sustainability fund has performed well throughout 2019. Carl looks at how 2020 is likely to shape up.

Watch here

Tuesday, March 3, 2020

Our annual review 2019

Twelve months since launch, we share our journey so far.

Download report

Thursday, May 23, 2019

In pursuit of green

In our latest investment report, David Harrison, manager of the Rathbone Global Sustainability Fund, looks at how the rapid acceleration of companies in the US, are adopting Ethical, Social and Governance (ESG) initiatives, and how this is impacting world economies.

Download report