Rathbone Unit Trust Funds
Our unit trusts have been designed to meet capital growth, income and tax-efficiency requirements, investing in a range of opportunities and catering for different risk appetites.
We believe that unit trusts are the most effective and economical way for an individual to access the universe of shares and bonds. Investors choose one or more funds, based on their individual requirements and investment objectives. There is, typically, a minimum investment level, and initial and annual management charge to own units in a fund. These vary between unit trusts.
Fund managers then use their experience and a wide variety of tools to select appropriate assets in which to invest. Our strategy is fundamentally-driven - in other words, we are motivated by the long-term prospects of high-quality businesses, at the right price, not by short-term market movements. Likewise, we encourage our unit-holders to take a long-term view with their investments.
Our unit trusts qualify for inclusion in ISAs (Individual Savings Accounts) and SIPPs (Self-Invested Personal Pensions). Unit trust portfolios are not liable to CGT (Capital Gains Tax), although investors might have some liability on disposal of their units.
For further information, please contact us or download a Unit Trust Application Form.