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Economic and Market Review for February 2011

15th March 2011 in Market Commentary

Key points for February 2011 Protests in MENA region Safe-haven buying of government bonds Higher inflation in the UK Continuation of European debt crisis UK UK equities rose modestly in an uncertain environment, although uncertainty remained over the direction... Read more >>

Economic and Market Review for January 2011

15th February 2011 in Market Commentary

Key points for January 2011 Year kicks off in bullish mood Geopolitical risk back in on the agenda Inflation increasingly a problem Flight to quality anticipated UK The start of the year saw a sideways market, following a strong end to 2010. Fourth quarter GDP di... Read more >>

UK Stewardship CodeDownload

25th November 2010 in Company News, Regulatory

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, 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 >>

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, 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 >>

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 >>