Rathbone Global Opportunities Fund
Definition of product
- Aggressive stockpicking
- Truly flexible mandate in terms of company size, geographies and company type
- Focused portfolio of undiscovered growth companies
- Identification of strong global themes, early
Fund objective
The objective of the fund is to provide above average long-term capital growth from a global portfolio. The fund will be able to invest in any transferable security in all recognised world financial markets. The income yield will, at best, be minimal.
Investment style
This is a stockpicking fund that invests in companies with star quality that are unrecognised by the market. These are innovative businesses that consistently beat expectations, outclass their competitors and serve a rapidly growing market. Our approach is entirely flexible in terms of company size, sector and geographic location – a key strength. This is an aggressively-managed fund that takes a responsible approach to risk.
Why invest?
- A flexible approach puts us in the best position to make the most of investment opportunities
- Investing in the success stories of tomorrow, today!
The Trustnet Alpha Manager rating has been awarded to Fund Manager, James Thomson in recognition of having achieved a consistently high alpha score over a proven track record in both rising and falling markets which places him in the top 10% of all UK unit trusts and OEIC managers.
The rating is based on three key components. Detailed information on this and the applied methodology behind it can be found at www.trustnet.com/alphamanager.
The Trustnet Alpha Manager rating provides a new easily identifiable means of distinguishing fund managers who have performed highly throughout their entire career to date. For more information about James, his biography can be accessed here.
The performance track record extends ten years, with a minimum of thirty months. The rating is based on the period 1 January 2000 to 31 December 2009.
Available for lump sum investment or regular savings into an ISA or as an unwrapped unit trust lump sum or savings plan. Charges are 5.5% initial charge and 1.5% per annum annual management charge.
"Investors in our funds will be treated as 'retail clients' for the purpose of dealing in units either when buying units from us or selling them back to us. You will enjoy all the protections provided to retail clients by the regulations."
The value of investments and the income from them may go down as well as up and you may not get back your original investment. Past performance should not be seen as an indication of future performance. All charges are deducted monthly from the fund's income.