Rathbone Greenbank Global Sustainability Fund
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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.

David Harrison
MiFID II charges
S class
Ongoing charges figure (OCF) as at 31.10.2021
0.59%
Transaction costs
0.12%
Total MiFID II charges
0.71%
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
Quarterly investment commentary, Q4 2021
Markets had a split personality over 2021. Running hot, then cold, then hot again, investors struggled to determine how each wave of the pandemic would affect GDP growth, inflation and earnings — both in the next quarter or two as well as in the fullness of time.
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Our annual review 2021
From the moment we launched our fund in 2018, our focus was clear: we wanted to be completely open about how we choose investments and be able to show you how your money is making a difference.
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