Resource Centre

Resources

Please use our Resource Centre to download useful information including brochures, factsheets and application forms, as well a list of frequently asked questions and a glossary of terms. Simply select the resources you wish to view from the following options.

Simplified prospectus

This document will give you details on how to invest in our unit trusts, ISAs and PEPs, including key features and application forms.

view our simplified prospectus >>

Investment principles

Download our Investment principles, summarised in six points, it provides a snapshot of some of the key elements of the Investment process.

view our investment principles >>

Investment process brochure

For details on our Investment principles, the Rathbone Investment process and information relating to our ethical investment process.

view our investment process brochure >>

Fund brochures

Information packs on individual funds, including case studies, profile of holdings and other invaluable fund information.

view our fund brochures >>

Fund factsheets

Fund information, including performance, charges and commentary from the investment managers. This section also includes an archive of historic factsheets.

view our fund factsheets >>

Quarterly investment reports

Download the latest quarterly investment review (new from February 2009). The fund manager provides you with an overview of the last three months, an in-depth report on changes made to the portfolio and an outlook.

If you do not see the quarterly report for your fund, further informative reviews are available on request. Follow the link to view further details.

view our quarterly investment reports >>