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Recovery rolls on, belying rocky times
Last Updated: September 30, 2025
Earnings are booming in the West as the recovery rolls on despite investor nervousness.

Rathbone Greenbank Global Sustainability share class conversion
Last Updated: September 30, 2025
In our capacity as managers of the Rathbone Greenbank Global Sustainability Fund, we have recently introduced a new power in the fund that allows us to move shareholders into a share class with lower fees where we believe it to be in the shareholders’ best interests.

Rathbone Greenbank Global Sustainability share class conversion (Individual investors)
Last Updated: September 30, 2025
We have recently introduced a new power in the fund that allows us to move shareholders into a share class with lower fees where we believe it to be in the shareholders’ best interests.

Rathbones bolsters equity income research capability with analyst hire
Last Updated: September 30, 2025
Rathbones Unit Trust Management has strengthened its equity research capability with the hire of Keval Thakrar. Keval will be working alongside co-managers Carl Stick and Alan Dobbie, and equity analyst Kate Pettem on the Rathbone Income Fund, as well as contributing to the broader research function within the funds’ business.

Rathbone High Quality Bond Fund
Last Updated: September 30, 2025
Manager Noelle Cazalis highlights the fund’s focus on bonds issued by high-quality companies operating in resilient industries. She explains how the fund’s focus on shorter duration investments may help protect investor capital in a higher inflation world.

Rathbone Global Opportunities Fund
Last Updated: September 30, 2025
Manager James Thomson explains how he picks his best ideas from around the world, with a particular focus on mid-sized growth companies. He believes it’s now mission critical to own superior US stocks. He also explains why he believes balancing growth companies with reopening beneficiaries may help investors weather more volatile markets.

Introduction to the 'In conversation' series September 2021 - Greg Mullins
Last Updated: September 30, 2025
Join head of sales Greg Mullins as he introduces this ‘In conversation’ series. A lot has happened since the last series; the world isn’t yet back to ‘normal’, and there are plenty of challenges and opportunities on the horizon. Greg explains how these videos provide a concise and pertinent overview of our funds.

Rathbone Greenbank Global Sustainability Fund
Last Updated: September 30, 2025
Manager David Harrison explains how his fund, which celebrated its third anniversary in July, aims to create long-term value for investors, the society and the environment. David discusses how he seeks out the best global companies that fulfil the fund’s rigorous sustainability criteria. He outlines some of the key themes he’s most excited about, like electrification.

Rathbone Strategic Bond Fund
Last Updated: September 30, 2025
Manager Bryn Jones explains how his fund aims to deliver low-volatility returns and can pull several different levers as bond market conditions change. He considers the impact of the huge fiscal largesse in place since the pandemic struck and examines some of the opportunities he’s finding in credit markets.

Rathbone Ethical Bond Fund
Last Updated: September 30, 2025
Manager Bryn Jones discusses how his fund is meeting growing investor demand for bond strategies that meet positive social and environmental criteria. He explains how he’s been putting inflows to work and considers the key themes that excite him most.

Rathbone Income Fund
Last Updated: September 30, 2025
Manager Alan Dobbie explains why he’s excited about the strong bounce-back in UK dividends this year and how he believes this will reignite investor interest in UK equity income strategies. He examines the longer-term dividend outlook and considers how M&A activity highlights the latent value in UK markets.

Rathbone UK Opportunities Fund
Last Updated: September 30, 2025
Manager Alexandra Jackson explains why she expects medium-sized UK companies that are growing fast and consistently to continue to deliver strong returns. She examines key themes within the fund, notably the tech sector, while also considering how the boom in M&A activity is fuelling renewed focus on the UK market.