Fund manager views


Rathbone Global Opportunities Fund

Year to date the Rathbone Global Opportunities Fund has returned 13.7% (as at 30.08.16), but the backdrop to this year’s gains remain puzzling. Investor sentiment is at four-year lows and economic data surprise is pushing multi-year highs. Rathbones are delighted to invite holders and watchers of th... Read more >>

Asset TV Fixed Income MasterclassPlay video

In this Masterclass on fixed income, a panel of experts discuss finding value, the risks of lending money, the Fed rate rise and the effects of a 25 basis point rate rise. Rathbones Bryn Jones is joined by Mike Riddell, of Allianz Global Investors, James Vokins, of Aviva Investors and Stephen Kane,...

City financial global equity review

The Rathbone Global Opportunities Fund is currently on the ‘recommended’ or rated funds panel at the Adviser Centre. City Financial analysts, Peter Toogood and Gill Hutchison bring their research to life. In their latest second quarter review of 2016. You can find out what to expect of the fund,... Read more >>

Brexit: the investment implications | MasterclassPlay video

In this Masterclass, Rathbones David Coombs, Head of Multi-Asset Investments, is among the panel of experts discussing the investment implications since Brexit. How markets are pricing political risk, the influence of potential illiquidity of investments and how major moves in currencies can affect...

BREXIT - the aftermath

The shock outcome of the EU referendum – and its political consequences – changed the landscape of UK markets overnight. Waves of panic washed over global equity markets following the shock Brexit result. But recovery has been swift – for now at least. We are now faced with a situation, desperately... Read more >>

Investment notes

In addition to our in-depth quarterly investment reports on each fund, we produce a monthly note which covers significant buys and sells during the month as well as brief market and stock comment as has affected the fund.

Equity funds

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Rathbone Blue Chip Income and Growth Fund Aug 2016imgView archive
Rathbone Global Opportunities Fund Aug 2016imgView archive
Rathbone Income FundAug 2016imgView archive
Rathbone Recovery FundAug 2016imgView archive

Fixed income funds

Rathbone Ethical Bond FundAug 2016imgView archive
Rathbone Strategic Bond FundAug 2016imgView archive

Multi-asset portfolios

Rathbone Multi-Asset Enhanced Growth PortfolioAug 2016imgView archive
Rathbone Multi-Asset Strategic Growth PortfolioAug 2016imgView archive
Rathbone Multi-Asset Strategic Income PortfolioAug 2016imgView archive
Rathbone Multi-Asset Total Return PortfolioAug 2016imgView archive