Rathbone Blue Chip Income and Growth FundJulian Chillingworth (CIO) and Alan Dobbie (Fund Manager)As bond yields remain close to historical lows and the with equity market’s recent strength, we invite you to join fund managers; Julian Chillingworth and Alan Dobbie on Thursday 30th April at 11am, where you will have an opportunity to hear how the fund is positioned for the current market conditions .
Find out which businesses and themes the fund team are seeking out to maintain their consistent growth in the last 12 months, where the fund has returned +12% (source: FE Analytics , at 31 March 2015).Read more >
As the outlook for inflation and the timing of possible interest rate hikes in the US and UK continue to dominate investor thinking, Bryn Jones, Head of Fixed Income Research and Fund Manager of the Rathbone Ethical Bond Fund, will consider interest rate expectations and duration positioning ahead of the March Federal Open Market Committee meeting.
Put your questions to Bryn in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am
With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 26th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.
Put your questions to Carl in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.
David will talk about Rathbones; conviction for his risk-targeted approach and the results that it has delivered. Furthermore, he will cover:
- Low inflation and interest rates. Rising risk and falling returns and whether a cautious approach to investment can still work.
- QE in Europe - is it too late?
- The US; having both a premium price and a premium market
- What really matters when managing risk - the shift of focus from volatility to drawdown
- Multi-Asset ideally placed - opportunities for alpha at time of geopolitical risk
Equity market volatility will increase in 2015.....Why?
How should a global fund be positioned to withstand this unpredictable time?
Achieving consistent outperformance remains a challenge for anyone to deliver, but investors who can endure the rollercoaster ride should benefit from higher returns.
On Thursday 29 January at 11am, fund manager James Thomson will discuss how his Global Opportunities Fund is positioned for the months ahead, the sectors he currently favours and those he'll be avoiding. Hear it first by joining James in this live webinar.
Put your questions to James in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am
The global economic weakness hinted at by the oil price caused anxiety for investors in late 2014 – growth is slowing in China, which is impacting on its neighbours; the eurozone remains weak; and Japan is still struggling. This is now affecting countries with stronger growth such as the US and UK – there is a tension between the ‘Goldilocks’ scenario (where growth is neither too hot to need interest rate increases nor too cold) and a deflationary spiral that will destroy growth.
Register now to join Julian Chillingworth, CIO of Rathbone Unit Trust Management, in our opening webcast on Tuesday 21 January at 11am, as he discusses where our growth opportunities lie, and the key issues that will shape our investment strategy.
Put your questions to Julian in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.
In its tenth year, under Fund Manager Bryn Jones, the fund continues to return top quartile performance over 1, 3 and 5 years (Source Financial Express to 31.10.2014)*. This recurring growth story has delivered high yield while managing capital preservation.
Social Bonds are a strong theme within the portfolio, and the manager has been recently adding good quality issues following strong inflows to the fund. Duration has been recently reduced, and the current positioning of the fund is in anticipation of rate rises next spring/summer.
For more on how the manager’s strategy is shaping in coming months for the close of 2014 into the New Year register for our webcast. Put your questions to Bryn in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am
As the Rathbone Blue Chip Income and Growth Fund reaches it’s 25th anniversary, the fund proudly boasts a strong track record of delivering superior risk-adjusted returns and a growing income stream.
We invite you to join fund managers; Julian Chillingworth and Alan Dobbie on Tuesday the 25th of November at 11:00am, your opportunity to hear how the fund has delivered an impressive 2.6% in the year to date vs. the FTSE All Share which has returned -0.1% (at 31 October 2014). Find out which businesses and themes the fund team are seeking out to maintain this consistent year on year growth.
The Rathbone Global Opportunities Fund is an actively managed fund with a distinctly different approach, making it one of the top performing Global Equity funds, available in the UK since its inception in May 2001 (Source: Financial Express, as at 30.09.14)
Over the summer months the managers have started buying into pharmaceuticals. Considerable research and time with companies has given confidence that this will now become a significant part of your portfolio. To hear more about the fund manager’s current views, how he is positioning his strategy and the outlook for coming months, please register for our webcast. The event takes place on 23rd October at 11am.
Equities have outstripped their rival sectors for 16 successive months and UK Equity Income funds continue to dominate headlines following the recent publication of fund sales by the IMA. Many are asking, where next for the sector?
Join us in our live webcast on Thursday 18th September to hear how Citywire rated fund manager, Carl Stick and his team are shaping the strategy for the remainder of the year into 2015. Take this opportunity to hear how their risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream
As the Rathbone Multi Asset Portfolios reach their fifth anniversary, David Coombs, Head of Multi Asset Investing at Rathbones and lead manager of the portfolios takes the chance to look back over the last 5 years.
Join our award winning Fund Manager live at 11am on Tuesday 17th June as he assesses the different economic conditions, weighing up just how well the portfolios were able to respond and adapt, to ensure they have achieved their risk and return targets.
David will also be casting an eye forward and underline how a forward-looking investment approach remains crucial to our investment process, our views on markets, asset classes and funds.