Rathbone Greenbank Global Sustainability Fund

Document Library

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Awards and Ratings

Why invest in the Rathbone Greenbank Global Sustainability Fund?

• David Harrison has a long history of sustainable investing, with a particular focus on global small and mid-cap stocks
• Focused on buying companies with durable advantages that compound profits over time, and which benefit from long-term growth driven by more sustainable business practices and consumer behaviour
• Greenbank, an ethical, sustainable and impact research division of Rathbones that can’t be influenced by our fund managers, has a veto on holdings, minimising the risk of greenwashing  
• The majority of holdings demonstrate clear activity alignment with the UN Sustainable Development Goals and we provide full transparency for this
• You don’t need to sacrifice the financial quality of companies to invest sustainably 

Sustainable investing means different things to different people. For us, it’s about creating lasting wealth for investors, society and the environment. That means great companies acting responsibly, but also returns that beat global stock markets. It’s also vital that sustainable fund managers are completely transparent about their aims and their process, so investors know exactly what they are getting. You can read our sustainability framework in depth here.

When choosing investments we look for businesses that should deliver profit growth at reasonable values. We prefer companies with the best product or service in their markets because we think that creates defensive ‘moats’ around their businesses that prevent them being defeated by rivals.  

We invest only in companies that operate sustainably and are committed to helping achieve the United Nations’ Sustainable Development Goals (SDGs). We avoid companies that fail our rigorous sustainability criteria. We believe that companies displaying strong environmental, social and governance policies and practices are well positioned to deliver long-term returns for investors. As shareholders we work with companies to encourage best practice and highlight any concerns we have.

We are clear about why we own each stock, what it contributes toward making the world and society better and how we think it will deliver profits for investors. You can see our latest case studies document here.

The objective of our fund is to deliver a greater total return than the FTSE World Index, after fees, over any five-year period. There is no guarantee that this investment objective will be achieved over five years, or any other time period. We use this index as a target for our fund's return because we want to offer you higher returns than global stock markets. You can find our fund’s full objective and investment policy in our Key Investor Information Document (KIID).

Click here for the latest assessment of our performance.