Regulatory

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UK Stewardship CodeDownload

25th November 2010 in Regulatory

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

Fund Mergers Complete

13th July 2009 in Regulatory

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

The Financial Services Authority (FSA) approve fund mergers

18th June 2009 in Regulatory

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 Regulatory

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 >>