- Global, high conviction stocking picking fund
- Natural extension of Rathbones’ ethical and sustainable investment heritage
- a concentrated portfolio of global equities, comprising between 30 to 50 holdings
- Bias towards cash generative and income generating stocks
- Fully integrated sustainability analysis.
Provides you and your clients:
- better outcomes from investments
- investments will be aligned with sustainable development, supporting the achievement of the UN Sustainable Development Goals
- exposure to an experienced investment team, employing a robust and tested investment process
- Rathbones are a signatory to the UK Stewardship Code and Principles of Responsible Investment.
Notes on downloads
- Our compliance with the UK stewardship code is written in this pdf.
- The document on 'our charges explained' aims to make our charging structure clearer and easier to understand. This should be read with our key investor information document and supplementary information documents.
- 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.