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Notice to shareholders: Rathbone SICAV Multi-Asset Portfolios
Last Updated: September 30, 2025
We are informing you in our capacity as investment manager of the Rathbone SICAV Multi-Asset Portfolios (“the Company”), to inform you we will be contacting your client(s) about some changes to the objectives of some of the sub-Funds.
Autumn Budget 2021: A lot of moving parts
Last Updated: September 30, 2025
Despite some unanticipated giveaways, fiscal policy is tightening dramatically. Political confusion and economic uncertainty further cloud the outlook.
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.
Rathbone Unit Trust Management appoints new CIO
Last Updated: September 30, 2025
The appointment follows the announcement of Julian Chillingworth’s retirement in 2022.
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.
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.