Filters
Heritage fund EGM results
Last Updated: September 30, 2025
At an EGM of shareholders held 26 January 2022, the resolution that the scheme of arrangement (the “merger”) between Rathbone Heritage Fund and Rathbone Multi-Asset Strategic Growth Portfolio, a sub-fund of Rathbone Multi-Asset Portfolio (as detailed in the Information Pack sent to shareholders on 15 December 2021), was passed. Accordingly, the merger is expected to take place on 22 April 2022.
Review of the week: Still plenty of punch in the bowl
Last Updated: September 30, 2025
Market sentiment has been swinging wildly lately, but in this week’s review chief investment officer Julian Chillingworth explains why he thinks the supply of festive spirits won’t run dry.
Rathbone Unit Trust Management appoints new CIO
Last Updated: September 30, 2025
The appointment follows the announcement of Julian Chillingworth’s retirement in 2022.
Review of the week: Christmas at risk
Last Updated: September 30, 2025
Déjà vu in the UK. With COVID cases mounting once again and restrictions piling up, everyone is wondering whether Christmas will be cancelled once again.
Rathbones win at the Celebration of Investment Awards 2021
Last Updated: September 30, 2025
In a new take on the Investors’ Chronicle Investment and Wealth Management Awards, the Celebration of Investment Awards 2021 recognises organisations that have made a positive contribution, whether that be strong performance, good ethical practice or excellent customer service.
(It’s not a) Christmas party
Last Updated: September 30, 2025
On this month’s episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the ‘growth’ vs ‘value’ debate.
Rathbone Heritage fund merger
Last Updated: September 30, 2025
As part of an ongoing review of our portfolio of investment opportunities for clients, we are informing you of a proposed merger of the Rathbone Heritage Fund (the “Heritage Fund”) with the Rathbone Strategic Growth Portfolio, a sub-fund of Rathbone Multi-Asset Portfolio (the “Strategic Growth Portfolio”).
Rathbone Greenbank Multi-Asset Portfolios webcast - Wednesday 12 January 2022
Last Updated: September 30, 2025
Manager of the Rathbone Greenbank Multi-Asset Portfolios, Will McIntosh-Whyte, sets out his outlook for 2022; beginning the year with an update on the funds, and covers latest topics, including: a tsunami of Omicron? What does this mean for investors? The FED’s ‘taper tangle’. And looks at exciting new year opportunities in the sustainable investment space.
Investment Insights Q1 2022: Looking for the stag in stagflation
Last Updated: January 13, 2026
Our lead article looks at the buzzword of the moment — stagflation. As investors’ fears of the potential stagnation of output coupled with rising inflation ebbed and flowed, equity and bond markets experienced some volatiliy. What will this uncertainty mean for the year ahead?
Investment Insights Q3 2021: Inflation fixation
Last Updated: January 13, 2026
During the period, government bond markets stabilised as investors gained confidence that policymakers won’t have to renege on pledges to keep the monetary stimulus flowing. And corporate bond spreads (the extra yield offered over government bonds for taking on the additional risk of default) fell, signalling investor confidence that recent rises in inflation will not hinder the economic recovery.
Review of the week: A strange and profitable year
Last Updated: September 30, 2025
Another COVID-blighted year has passed. Yet, for all the turmoil, 2021 was a great one for markets.
“UK offers game changers and world leaders, on a postcode discount”
Last Updated: September 30, 2025
Manager of the Rathbone UK Opportunities Fund, Alexandra Jackson, presents her thoughts to Proactive Investor’s Katie Pilbeam on the changing shape of the UK market and what this means for investors.