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 FundMay 2018imgView archive
Rathbone Income FundJun 2018imgView archive
Rathbone UK Opportunities FundMay 2018imgView archive

Fixed income funds

     
Rathbone Ethical Bond FundJun 2018imgView archive
Rathbone Strategic Bond FundJun 2018imgView archive

Multi-asset portfolios

     
Rathbone Multi-Asset Enhanced Growth Portfolio May 2018imgView archive
Rathbone Multi-Asset Strategic Growth Portfolio May 2018imgView archive
Rathbone Multi-Asset Strategic Income Portfolio May 2018imgView archive
Rathbone Multi-Asset Total Return PortfolioMay 2018imgView archive