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Home › UK › Individual-investor › Rathbone UK 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 UK Opportunities Fund

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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

Alexandra Jackson

Fund manager

Ratings

FE 1 Crown

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Fund overview

Costs and charges

MiFID II charges


R class

Ongoing Charges Figure (OCF) as at 31.03.2019
1.66%

Transaction costs
0.09%

Total MiFID II charges
1.75%

 

I class

Ongoing Charges Figure (OCF) as at 31.03.2019
0.61%

Transaction costs
0.09%

Total MiFID II charges
0.70%

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

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