News and Views
This section contains our product news, fund news and other related articles.
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Our view on the impact of BP on the fund and other areas which will mitigate the effect.
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The times, they are a-changing. It is likely that we will require more than one career in an extended working life, perhaps at a reduced income. The good news is that we should live longer but we need more money to support it and we can’t rely on other ‘traditional’ forms of income alone.
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After 10 years managing Rathbone Unit Trust Management, Peter Pearson Lund, our Chief Executive Officer, is retiring – handing over to Mike Webb during February and March.
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Business days and trading hours over the Christmas and New Year period 2009/2010
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Did you miss out on your chance to register for Tuesday's call with Carl Stick? You can now access our replay facility and find out how your fund has been performing in his latest quarterly review, as he also discusses what the outlook is for Q4 into 2010 and how we are positioned
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Download the latest presentation and see the managers behind our new fund on video.
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For information on the factors used in converting existing holdings to the post-merger holdings.
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The Financial Services Authority has granted approval of our fund merger plans. We are now writing to all unitholders involved with a view to gaining their approval at a meeting 8 July 2009.
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Subject to FSA and unitholder approval we propose to arrange the rationalisation of a the number of retail funds we manage by means of fund reconstructions. We will present a new product, the Rathbone Recovery Fund and offer a tax efficient and attractive alternative for investors in Rathbone Special Situations Fund and Rathbone Smaller Companies Fund.
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Rathbone Unit Trust Management (RUTM) confirms that with effect from 1 March 2009, the Rathbone Income and Growth Fund was renamed the Rathbone Blue Chip Income and Growth Fund. In doing this, the fund will have a name which highlights where the fund is invested.
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