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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: September 30, 2025
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: September 30, 2025
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.
Looking for the ‘stag’ in stagflation
Last Updated: September 30, 2025
Global equity and bond markets had a bumpy end to 2021 as investors began to fear the worst of both worlds — stagnating output and persistently rising inflation, that nasty combination called stagflation. While we do think inflation will begin to fall back from the spring, there is considerable uncertainty around its outlook. However, fears of stagnating growth look overdone.
Introduction to the 'In conversation' series
Last Updated: September 30, 2025
Join head of regional sales Ben Johnson as he introduces our latest ‘In conversation’ series. A lot has happened since the last check-in with our managers. The world isn’t yet back to normal, yet there are plenty of opportunities on the horizon. Ben explains how these videos provide a concise and pertinent overview of our funds.
Rathbone Global Opportunities Fund
Last Updated: September 30, 2025
Manager James Thomson explains how he picks his best ideas from around the world. As 2022 progresses, he believes we will remain in a world of unreliable growth, with the worst of the supply chain disruption behind us. This could lower the bar for earnings expectations, making for a year of explosive earnings upside, but the journey might be less than smooth.
Rathbone Income Fund
Last Updated: September 30, 2025
Co-managers Alan Dobbie and Carl Stick explain why UK Equity Income could offer an antidote to the corrosive effects of inflation. Throw in better economic news, a UK stock market that’s cheap versus other major markets, and an environment where sentiment can seemingly only get better, then arguably there is a margin of safety in UK income that should warrant careful consideration by investors.
Rathbone UK Opportunities Fund
Last Updated: September 30, 2025
If investors are concerned about global valuations, the UK could offer a rare combination of ‘growth’ and ‘value’. Manager Alexandra Jackson explains how she is buying UK “quality growth superstars” on a postcode-driven discount. With unpredictable COVID-19 outbreaks, tax increases, Brexit wrangling and central bank tightening both here and abroad, she explains how she is navigating hurdles and finding opportunities into 2022.
Rathbone Ethical Bond Fund
Last Updated: September 30, 2025
Manager Bryn Jones believes credit markets will get more volatile over the next six months, driven mainly by government bonds. However, he thinks he is well positioned for this. He also discusses how his fund is meeting growing investor demand for bond strategies that meet positive social and environmental criteria, and considers the themes that excite him most.
Rathbone Greenbank Global Sustainability Fund
Last Updated: September 30, 2025
Manager David Harrison explains how his fund aims to create long-term value for investors, society and the environment. Outlining the huge step-change as more companies truly embrace sustainability, he covers themes such as electrification and improved water infrastructure, as well as giving his take on “greenwashing”. Find out how he’s seeking out the best global companies that fulfil his fund’s rigorous sustainability criteria.
Rathbone High Quality Bond Fund
Last Updated: September 30, 2025
Manager Noelle Cazalis highlights her fund’s focus on bonds issued by high-quality companies operating in resilient industries. With inflationary worries set to continue, she explains how her fund’s focus on shorter-duration investments may help protect investor’s capital.