Fund’s AMC lowered to 0.45% for limited period

Rathbone Unit Trust Management Ltd (Rathbones) confirms that the Rathbone Recovery Fund (the fund) is to be renamed the Rathbone UK Opportunities Fund.

While the Governor of the Bank of England gets off on a technicality this time – 3.0008% doesn’t count as breaching 3%! - we believe that peak inflation is close. Indeed, our analysis suggests domestically generated inflation may have peaked as early as the first quarter of this year.

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed James Workman to the Rathbone UK Opportunities Fund as an equity analyst, supporting fund manager, Alexandra Jackson.

As of late January, the MSCI World Index, hadn’t suffered a daily setback greater than 1.5% since September 2016 – a run unprecedented since 2006. After a tumultuous February and March, much of that complacency has been washed away. At the time of writing, most developed world equity markets have fallen about 10% from their peaks.

Rathbone Unit Trust Management Ltd (Rathbones) announces its intention to launch the Rathbone Global Sustainability Fund in July 2018, subject to FCA regulatory approval.

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has launched a personal inflation calculator, designed to provide clients with a way of calculating how their wealth is effected by inflation. 

Rathbones’ Ed Smith: ‘Small giveaway budget offset by grave deterioration in the outlook for UK growth and the government’s tax receipts shouldn’t move the dial for investors.’

David Coombs, manager of the Rathbone Multi-Asset Portfolio Funds, and assistant manager Will McIntosh-Whyte, share their seven key investment themes for 2018.