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RATHBONE GLOBAL OPPORTUNITIES - Fund overview

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Overview of RATHBONE GLOBAL OPPORTUNITIES

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. RATHBONE GLOBAL OPPORTUNITIES does not fall into either of these categories at present.

Standard Initial Charge

5.50% 0.25%

Invest via Bestinvest to save 5.25%
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Fund summary

Sector  Global
Product type  UNIT TRUST
Launched  May, 2001
Size  £136m
Yield 0.0%
Charging basis  INCOME
Dividends paid  Acc units only.
Bid price 87.38p

Fund Charges

Standard Initial charge 5.50%
Initial charge via Bestinvest 0.25%
Additional bid/offer spread 0.79%
Annual management charge 1.50%
Total expense ratio 1.59%
Reduction in yield (10yr) 1.69%

Bestinvest says


No information available.

Portfolio

rathbone global opportunities asset allocation illustration
Allocation Proportion
Equity 86%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 14%
rathbone global opportunities equity geographic illustration
Allocation Proportion
UK 28%
Europe 23%
Nth America 33%
Japan 0%
Pacific 15%
Other Equity 1%
rathbone global opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 20%
Mid Caps 45%
Small Caps 35%

Investment process


The objective of the fund is to provide above average long term capital growth from a global portfolio. The fund will be able to invest in any transferable security in all recognised world financial markets. The income yield will be at best minimal.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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