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For the attention of investment advisers only: Rathbone Unit Trust Management launch i-class’ units/shares from 1st March 2012

17th February 2012 in Company News

We have decided to launch ‘institutional’ or ‘i-class’ units/shares across our fund range in response to requirements flowing from RDR and increasing demand from intermediaries as well as platform providers who offer an unbundled service. Background One of the key element... Read more >>

IFAS move towards outsourcing in the lead up to RDR

8th February 2012 in Company News

Most intermediaries plan to retain control over asset allocation following the implementation of Retail Distribution Review (RDR) although outsourcing investment decisions continues to be a significant trend. According to a survey of delegates at the recent Unique Boutiques conferences*, 67% intend... Read more >>

Rathbone Unit Trust Management Launches Strategic Bond Fund

28th September 2011 in Company News

Mike Webb, Chief Executive Officer, Rathbone Unit Trust Management, said: “Post a 20-year bull run in bonds, it is increasingly difficult for intermediaries to navigate the fixed income space, and achieve capital growth and sustainable income for their clients over the longer term. This fun... Read more >>

Addition to the Multi Asset range of funds

1st August 2011 in Company News

On the 1st of August, we added the Rathbone Enhanced Growth Portfolio to our range of multi asset funds. The fund is aimed at higher-risk investors with a long-term time horizon – targeting a return over a minimum of 5 years, but ideally over 10 years and beyond. As with the other funds in t... Read more >>

UK Stewardship CodeDownload

25th November 2010 in Company News

This document outlines our procedures for engaging with, and intervening in, the management of the companies in which we invest.

Mike Webb, New Chief Executive Officer

3rd February 2010 in Company News

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. Read more >>

Fund Mergers Complete

13th July 2009 in Company News

For information on the factors used in converting existing holdings to the post-merger holdings. Read more >>

FSA give approval of fund mergers

18th June 2009 in Company News

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. Read more >>

Positioning unit trust products for coming recovery

25th March 2009 in Company News

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 Specia... Read more >>

Rathbone Income and Growth Fund, new name, new sector…

1st March 2009 in Company News

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. Read more >>