In an investment world awash with green veneer, Rathbones stands apart. Sustainability isn’t a recent consideration for us or a response to a regulatory requirement. Our heritage goes far deeper.
Through our Rathbone Greenbank business we’ve been at the forefront of delivering sustainable solutions while creating long-term value for over 20 years.
Characterised by an authentic and consistent approach, Rathbones offers sustainable funds across the risk spectrum, empowering clients to invest as a force for good without foregoing financial disciplines.
Consistent criteria applied across all asset classes ensures clarity and reassurance
Our funds invest in companies delivering benefits for people and the planet
We exclude entities or governments whose activities or behaviours hinder sustainable development
The managers are committed to providing full transparency, regularly publishing their entire portfolios in the public domain.
Allows investors to use their money as a force for good
Without foregoing financial disciplines or compromising performance
Important to offer all investors the opportunity to align their values and investment goals.
A genuinely active proposition both in terms of financial and sustainable considerations
Fund managers have a long-term demonstrable track record of achieving their return targets
Rathbone Greenbank have been pioneers in the development of sustainable investing since 1997
A proprietary database of company and issuer profiles maintained - vital given the lack of effective industry standards
Not a box-ticking approach – real engagement leading to real action.
Clear and easily understood return targets
Catering for time horizons from 3 years and more
Mapped to industry recognised risk rating agencies
Enabling you to insource an investment proposition that has relevance to the market, your business model and your individual client needs.
The range includes four risk-rated, outcome targeted sustainable investment funds. They invest directly worldwide, using a combination of government bonds, corporate bonds, listed company shares commodities and structured products. These four funds are complemented by Rathbone Greenbank Global Sustainability Fund, which offers a higher-risk solution, targeting capital growth invested 100% in equities and benchmarked against the FTSE World Index.
Enquire today about our portfolio range that covers the full risk spectrum.
For more information on how you can invest in the range of Rathbones sustainable funds, please visit the main Rathbone Funds website.
Inflation is measured as the Consumer Price Index (CPI) from the UK’s Office for National Statistics. We aim to limit the amount of volatility risk our fund can take because we want our investors to understand the risk they are taking in terms of the global stock market.
David Harrison, Fund Manager of Rathbone Greenbank Global Sustainability Fund, looks back on the three years of strong results, discussing factors underlying the positive performance, along with those that could contribute to future success.
Kate Elliot and Will McIntosh-Whyte outline Rathbones’ range of risk-rated sustainable multi-asset funds and explain how they can help investors achieve their objectives without compromising on their values.