Literature Library
To view or download information any information associated with a Rathbone fund, click on the appropriate tab below. Alternatively this is also available by selecting the name of the fund at 'our funds'.
KEY INVESTOR INFORMATION
Rathbone Greenbank Global Sustainable Bond Fund - Key Investor Information (F class)
30 November 2023
Download FileRathbone Multi-Asset Enhanced Growth Fund Key Investor Information Document (R class)
28 June 2023
Download FileRathbone Strategic Growth Fund Key Investor Information Document (R class)
28 June 2023
Download FileRathbone Multi-Asset Strategic Growth Fund Key Investor Information Document (S class)
28 June 2023
Download FileRathbone Multi-Asset Strategic Income Fund Portfolio, Key Investor Information Document (S class)
28 June 2023
Download FileRathbone Greenbank Global Sustainability Fund, key investor information document, S class
28 June 2023
Download FileRathbone Multi-Asset Defensive Growth Fund Key Investor Information Document (S class)
28 June 2023
Download FileRathbone Multi-Asset Dynamic Growth Fund Key Investor Information Document (S class)
28 June 2023
Download FileRathbone Greenbank Multi-Asset Dynamic Growth Fund - Key Investor Information Document (S class)
28 June 2023
Download FileRathbone Greenbank Multi-Asset Strategic Growth Fund - Key Investor Information Document (S class)
28 June 2023
Download FileRathbone Multi-Asset Enhanced Growth Fund Key Investor Information Document (S class)
28 June 2023
Download File APPLICATIONS
Rathbone Greenbank Global Sustainability Fund ISA application Form (S-Class) 2023/2024
5 April 2023
Download FileRathbone Greenbank Multi-Asset application form S-class (Corporate Investor)
29 March 2021
Download File MANAGER REPORTS
Rathbone Greenbank Multi-Asset Portfolio, interim report and accounts
31 December 2022
Download File REGULATORY
Rathbones Unit Trust Management - Approach and readiness to Consumer Duty
28 April 2023
Download FileRathbones Unit Trust Management - Consumer Duty - Platforms for Advisers
28 April 2023
Download FileRathbone Multi-Asset Enhanced Growth Portfolio assessment of value report
30 September 2022
Download FileRathbone Multi-Asset Strategic Growth Portfolio assessment of value report
30 September 2022
Download FileRathbone Multi-Asset Strategic Income Portfolio assessment of value report
30 September 2022
Download File FACTSHEETS
INVESTMENT COMMENT
Rathbone Multi-asset Enhanced Growth Portfolio - Investment commentary
31 October 2023
Download FileRathbone Multi-asset Strategic Income Portfolio - Investment commentary
31 October 2023
Download FileRathbone Multi-asset Strategic Growth Portfolio - Investment commentary
31 October 2023
Download FileRathbone Multi-asset Defensive Growth Portfolio -Investment commentary
31 October 2023
Download File QUARTERLY REPORTS
Rathbone Global Opportunities Fund - Quarterly investment Commentary
30 September 2023
Download FileRathbone Greenbank Global Sustainability Fund - Quarterly Investment Commentary
30 September 2023
Download FileRathbone Multi-asset Defensive Growth Portfolio - Quarterly Investment Commentary
30 September 2023
Download FileRathbone Multi-asset Dynamic Growth Portfolio - Quarterly Investment Commentary
30 September 2023
Download FileRathbone Multi-asset Strategic Growth Portfolio - Quarterly Investment Commentary
30 September 2023
Download FileRathbone Multi-asset Strategic Income - Quarterly Investment Commentary
30 September 2023
Download File BROCHURES
Rathbone Greenbank Multi-Asset Portfolios sustainability process brochure
30 June 2022
Download FileRathbone Greenbank Global Sustainability Fund - Investment Screening brochure
14 June 2021
Download File ARCHIVES