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.

Please select your country of residence*:
(*country of residence if an individual or country of operation if a corporation)

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 UK Opportunities Fund

Select other funds

Fund snapshot

View factsheet

  • This is a bottom-up stock-picking fund
  • Our sweet spot is identifying overlooked mid-sized growth companies with scalable, differentiated business models and strong management.
  • We avoid speculative, binary or pre-profitability companies
  • We aim to offer investors early exposure to long term growth trends
  • Portfolio construction includes a strong risk overlay and objective sell discipline, with holdings sized according to risk tolerance and liquidity
Fund overview

Costs and charges

MiFID II charges

R class

Ongoing Charges Figure (OCF) as at 31.03.2018

Transaction costs

Total MiFID II charges


I class

Ongoing Charges Figure (OCF) as at 31.03.2018

Transaction costs

Total MiFID II charges

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


Prices and dividends


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

Wednesday, September 26, 2018

Podcast 'a brand new world'

How are established brands responding to the needs of millennials? 'Alexandra Jackson, interviews Sanjiv Tumkur, our Head of Equities Research

Listen to our podcast


Tuesday, October 9, 2018

Investing in UK growth opportunities

A clear multi-cap mandate with a mid-cap bias, a strong and reliable track record

View PDF