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Merger of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund
Last Updated: September 30, 2025
This note is to inform you of a proposed merger of the net assets of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund.
Rathbone UK Opportunities Fund
Last Updated: September 30, 2025
Rathbone Unit Trust Management Ltd confirms that the Rathbone Recovery Fund has been renamed to the Rathbone UK Opportunities Fund.
Creation of the new IA Volatility Managed sector
Last Updated: September 30, 2025
Increasingly, the regulatory environment is requiring advisers to focus on the appropriate outcomes for their clients when selecting their investments and being able to monitor and compare those selections over time as client needs change.
The Rathbone Income Fund and the UK Equity Income sector
Last Updated: September 30, 2025
The Rathbone Income Fund resides in the Investment Association (IA)’s UK All Companies sector having moved last year from the UK Equity Income sector.
Hope emerging
Last Updated: September 30, 2025
Emerging markets recovered sharply last week after a hefty rate hike by the Turkish central bank and a more modest – but still applauded – one by the Russian monetary authority
Fixed income webcast update - Ethical Bond
Last Updated: September 30, 2025
Rathbones Head of Fixed Income and Fund Manager of the Rathbone Ethical Bond Fund provides a Fixed Income market update and discusses how recent events are influencing decision making for his investment strategies
Fixed income webcast update - Strategic Bond
Last Updated: September 30, 2025
Rathbones Head of Fixed Income and Fund Manager discusses how the Rathbone Strategic Bond Fund navigates fixed income and multi-asset through periods of volatility.
Rathbone UK Opportunities Fund webcast
Last Updated: September 30, 2025
Investing in the UK is at the very bottom of the list for global asset allocators. Is there something fundamentally wrong with UK-listed businesses or is this a case of Brexit-induced pessimism?
Rathbone Multi-Asset Portfolios update : A close shave with Occam's razor
Last Updated: September 30, 2025
The simplest solution tends to be the most likely answer. Following early October’s tumble, many different theories for the equity market fall have been thrown around. Join assistant fund manager Will McIntosh-Whyte as he argues you can follow a logical path back to a hefty jump in US Treasury yields stemming from the Federal Reserve’s declaration that interest rates are “a long way from neutral”.
Conference season
Last Updated: September 30, 2025
Theresa May’s Chequers plan got a shredding in Salzburg, with EU leaders taking turns to dismiss each part in turn.
Rathbone Global Sustainability Fund - an introduction
Last Updated: September 30, 2025
In this short video, Fund Manager, David Harrison introduces the fund and outlines the benefits of sustainable investing. The video also features expert insight from Rathbone Greenbank's Ethical Research team.
Political spaghetti
Last Updated: September 30, 2025
It’s low-heat rebellion time at the Conservative Party Conference. Prime Minister Theresa May is getting attacked from both sides in Birmingham. Former Cabinet minister Boris Johnson and the moderately popular pastor of the political wilderness Jacob Rees-Mogg have both lambasted Mrs May’s Brexit negotiations and strategy. Remainers in her party are angling for a second referendum, with another former Cabinet minister, Dominic Grieve, warning that a “significant number” of backbenchers now support the idea. He even suggested a cross-party bloc could force the issue.