How to invest

Investments are always a balance between risk and reward. Before you choose to invest with us, there are a few important factors to consider...

Make an informed decision

Before you make any decisions, please read the relevant Simplified Prospectus (for equity and fixed income funds) and the Key Features document (for multi asset portfolios) for important information about our funds.

If you have questions about investing with us, a financial adviser may help you make an informed decision. See below for information about finding a financial adviser.

Choose a suitable fund

Do you want income, capital growth or a combination of both from your investment? And do you prefer a riskier investment with greater potential for growth, or a less volatile investment with slower, steadier growth?

Visit our fund pages to read a brochure, Simplified Prospectus or Key Features document.

Decide how much to invest, and when

How much you invest is a very personal decision which must consider a number of factors. Do you want a tax-free investment, or will you want fast access to your invested funds? Do you want to invest a lump sum or with monthly direct debit? You may favour a riskier approach to investing, but how much can you afford to lose?

Visit our fund pages to help you choose.

Ready to invest?

Read how to invest in our:

Find an Independent Financial Adviser (IFA)

If you have questions about investing with us, a financial adviser may help you make an informed decision. Unbiased.co.uk features a wide variety of financial advisers.

Find an IFA >>

Please note that unbiased.co.uk is no relation to Rathbone Unit Trust Management and we can take no responsibility for their opinions or advice.

Execution only (invest without an IFA)

If you would like to invest without using the services of a financial adviser, and you feel that you fully understand the risks involved, you can use an ‘execution only’ company such as Chelsea Financial Services and Hargreaves Lansdown.

Please note that the websites listed above are no relation to Rathbone Unit Trust Management and we can take no responsibility for their opinions or advice.

After you buy

After investing with us you receive:

  • Confirmation of your investment, including the price and number of units bought
  • Updates on the progress of the fund(s) bought, every six months in the form of a Managers Report
  • Valuations every six months, dated 31 December and 30 June

Browse the fund pages for factsheets, Managers Reports and a host of other fund information.

Or contact us:

  • Information Line: 020 7399 0399
  • Email: rutm@rathbones.com
  • Dealing and Valuations Line: 0845 300 2101
  • Fax: 0870 887 0180