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Rathbone Heritage Fund

Join fund managers Elizabeth Davis and David Harrison on Thursday 26 April, at 11am. Hear what sets this global, unconstrained fund apart, as the management team discuss their approach to managing the Rathbone Heritage Fund, five years on. Find out where it could fit into your clients’ portfolio... Read more >>

Are we seeing the start of a technology backlash?

Rathbones Multi-Asset update. Join our series of monthly updates with Assistant Fund Manager, Will McIntosh-Whyte If you believe everything you read, Amazon pays no taxes, YouTube advertises terrorism, Facebook hands out our data to the highest bidder and Apple is tracking our every move. Wi... Read more >>

Will the UK fall into a recession?

Rathbones Multi-Asset update. Join our series of monthly updates with Assistant Fund Manager, Will McIntosh-Whyte Read more >>

Rathbones Fixed Income funds webcast

Take this opportunity to join Bryn Jones, Rathbones Head of Fixed Income and Fund Manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund, on 21 March at 2:30pm for our live webcast. Bryn will provide a Fixed Income market update and discuss how recent events are influencing de... Read more >>

Rathbone Multi Asset Portfolios

Please join David Coombs, Head of Multi Asset Investing, on Wednesday 21st February at 11am for our live webcast. Given how valuations are high across all sectors, in addition to recent rising bond yields, David will be outlining his strategy in this difficult environment. Put your questions... 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

For Download  
Rathbone Blue Chip Income and Growth FundMar 2018imgView archive
Rathbone Income FundMar 2018imgView archive
Rathbone UK Opportunities FundMar 2018imgView archive

Fixed income funds

     
Rathbone Ethical Bond FundMar 2018imgView archive
Rathbone Strategic Bond FundMar 2018imgView archive

Multi-asset portfolios

     
Rathbone Multi-Asset Enhanced Growth PortfolioFeb 2018imgView archive
Rathbone Multi-Asset Strategic Growth PortfolioFeb 2018imgView archive
Rathbone Multi-Asset Strategic Income PortfolioFeb 2018imgView archive
Rathbone Multi-Asset Total Return PortfolioFeb 2018imgView archive