How to invest

Make an informed decision.


If you buy an investment product based on financial advice and a recommendation, you should get a product that meets your needs and is suitable for your particular circumstances.  Financial advice will depend on a number of factors such as what product you are looking for, your finances and your short and long-term goals.

If you have any questions about investing in Rathbone funds, and its suitability, a financial adviser can help you make an informed decision.

Find an adviser here

Please note that bears no relation to Rathbone Unit Trust Management and we can take no responsibility for their opinions or advice.

Before you make any decisions, you must read the appropriate key investor information document and supplementary information document for important information about our equity, fixed income funds and multi-asset funds.

Our industry trade body, The Investment Association (IA), offer additional guidance on the charges and costs of investing. Please visit the IA website.


Execution only (invest without an adviser):

If you would like to invest without using the services of adviser, and you feel that you fully understand the risks involved, you can use an ‘execution only’ company such as Chelsea Financial ServicesHargreaves Lansdown and Elson Associates plc.

Please note that the websites listed above are no relation to Rathbone Unit Trust Management and we can take no responsibility for their opinions or advice.


Choose a suitable fund:

Do you want income, capital growth or a combination of both from your investment? Do you prefer a riskier investment with greater potential for growth, or a less volatile investment with slower, steadier growth?


Decide how much to invest, and when:

How much you invest is a very personal decision which must consider a number of things. Do you want a tax-free investment, or will you want fast access to your invested funds?  You may favour a riskier approach to investing, but how much can you afford to lose?

Visit our fund pages to access useful reports and help you decide.


To invest in our funds either:

  • Contact our dealing and valuations line on 0330 123 3810 between 9.00am and 5.00pm Monday to Friday, or visit our page below on distribution partners for one of the many fund platforms and life companies our funds are available through.
  • Invest in our funds by post.  Download an application form from the relevant tab below.