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These strengths have delivered:
- Top performing funds (view our funds)
- Third-party endorsement from IFAs, the press and ratings agencies
- Growing momentum of support from a wide spectrum of over 3,000 IFAs
- Strong and established firm
Past performance should not be seen as an indication of future performance.
A growing business
At Rathbones, we believe that growing our assets should never mean losing sight of our fundamental strengths. We have consistently employed graduates of the highest calibre, introducing them at the earliest possible opportunity to direct company contact and promoting from within. We favour a policy of training them alongside experienced fund managers; new investment staff also pursue appropriate qualifications with a view to assuming greater responsibilities over time. The growth of our funds is testimony to the success our approach.
A competitive range
We have a transparent and competitive charging structure across our comprehensive range of unit trusts.
Independent investment thinking
The input of a talented team adds much to our overall return. At Rathbones, we actively encourage individuals to make a personal contribution to overall development of ideas. We believe this promotes a high level of commitment and motivation to outperform. We focus on the importance of a fundamental process, informed by ideas that are shared and discussed.
Strength of the investment process
Pragmatism is key to our approach, whether investing in stocks or bonds for our long-only funds or investing in products and other instruments for our multi asset portfolios. We tailor our style to the requirements of the specific fund. However, with this, we dovetail our views on the prevailing economic and market background, paying attention to risk within the funds rather than adhere slavishly to the particular style. In this way we can respond when necessary to major changes in external factors. Our processes, including buy/sell disciplines, are robust and our due diligence is thorough, coming as it does from a firm with its roots firmly planted in wealth creation, preservation and management.
Reliable customer service
Our dedicated team operates high standards to deliver the reliable and efficient administration of your fund(s). We pride ourselves on delivering a personal service through up-to-date information on investment performance and progress.