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Rathbone Ethical Bond Fund

Definition

01/05/2002 00:00:00Rathbone Brothers PlcRathbone Brothers PlcFixed income funds

Investment

  • Focus on high quality (investment grade) bonds.
  • Higher income, aiming at 5-7% gross interest yield.
  • Quarterly payout of income.

Ethical

  • The fund is a traditional socially responsible investment (SRI) fund.
  • Experience of managing ethically-screened private-client investment business.
  • Engagement, governance and stewardship managed by a central governance committee.
  • Open and transparent ethical criteria and reporting lines.

Why invest

  • Strong, defensive and income yielding.
  • Backing of Rathbone Greenbank Investments, whose team members have been at the forefront of ethical investment since 1992.

Important info

Ratings (based on master fund)

Notes on downloads

  • Our industry trade body in the UK, The Investment Association (IA), offers additional guidance on the charges and costs of investing. Please visit the IA website.
  • The largest ethical holdings can be found in the factsheet, and a full list of holdings can be found in the long-form managers report, available in downloads section on this page.
  • Details of the ethical criteria and how it is monitored and developed is in the product brochure.

How to invest

Visit our ‘how to invest’ pages to find out your various options for buying the fund. This includes information about your contacts within Rathbones.

The Rathbone Ethical Bond Fund is now part of the SRI Services’ fund ecomarket tool. This is a database of onshore green and ethical funds (also known as SRI) that are available via UK IFAs.



Rathbone fixed income funds update

19th October 2016 in Webcasts

Bryn will give an update on recent performance and how the funds have been positioned for the recent rise in yields. In the Ethical Bond Fund, Bryn has been overweight UK subordinated financial names; looking for higher yielding bonds from compani...

Fixed Income masterclass with Rathbones' Bryn Jones

5th December 2016 in Web debates/conferences

A panel of experts discuss the backdrop of fixed income, the timescale of a US interest rate rise, pros and cons of ATFs and give their individual views on emerging markets. How fixed income managers are positioning portfolios? Where are mainstre...

Money observer rated funds award 2017

6th February 2017 in Awards

The Rathbone Ethical Bond Fund and Rathbone Global Opportunities at Rathbone Unit Trust Management Ltd has been elected into the Money Observer list of rated funds.  Following the successes of 2016 and 2015, the funds rated by Money Observer ar...

Rathbones awarded best Ethical SRI - Bond

29th June 2018 in Awards

The Rathbone Ethical Bond Fund has been awarded the ‘Best Ethical SRI - Bond’ at the Money Observer Fund Awards 2018 on 28 June 2018

ESG Masterclass

22nd October 2018 in Web debates/conferences

ESG accounts for around a quarter of the assets around the world, so does this mean that it is now mainstream? And what does an ESG fund offer compared to other funds that do not take into account ESG characteristics?