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Rathbone Conference Calls

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  • With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 4th 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.
  • Despite one of the best years in the Fund’s history, which has seen the fund deliver 16% over the 12 months to 31.12.2015 versus the sector at 3%, James still says he has “more buy ideas than space in the Fund” but he acknowledges risks on the horizon for his investing style and positioning. Join him for a candid discussion on January 19 to hear about the pitfalls and potential that is brewing for 2016.

    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.
  • Join Julian Chillingworth, CIO of Rathbones, in our opening webcast for 2016, as he discusses where our growth opportunities lie, and the key issues that will shape our investment strategy.

    While investors remain fixated on the path of interest rates, economic growth is an equally important driver of equity return variation – more specifically economic growth relative to expectations. The global growth outlook is much less certain than the direction of US interest rates, we believe it should track higher in 2016.
  • Will you be joining Fund Manager, Bryn Jones and Credit Analyst, Noelle Cazalis on Thursday 26th November?

    The current climate of low interest rates, low inflation and uncertain investor sentiment towards credit markets has created much debate around how clients’ portfolios should be positioned.

    Bryn Jones (manager of the Rathbone Strategic Bond Fund) and Noelle Cazalis (Credit Analyst), will explain how maintaining consistently low volatility has been key for clients seeking risk adjusted returns.

    Hear it first by joining Bryn and Noelle in this live webinar.
  • The Rathbone Income Fund continues to deliver first quartile performance over one three and five years* and holds a longstanding position of top performing manager in the IA UK Equity Income Sector over the Fund Manager's tenure (1st January 2000).

    On Tuesday 6th October 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. Also to be discussed is the current positioning of the fund and the manager’s outlook given the recent market volatility.
  • Bryn Jones, manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund will take investors through his current thinking on markets, his outlook for the rest of the year and beyond, and how the funds have performed through the recent bout of volatility.

    Performance remains very strong on the Rathbone Ethical Bond Fund, maintaining its number one spot in the sector over three years. The Rathbone Strategic Bond Fund is also doing what it said on the tin, and volatility remains one of the lowest in its sector. Its recent ascent in the rankings has confirmed our view of funds in the sector taking on too much risk.

    Source: Financial Express. Rathbone Ethical Bond Fund top performer against sector over 3 years as at 08/09/2015. Rathbone Strategic Bond Fund volatility compared to sector since fund launch (03/10/2015) to 07/09/2015.
  • During the presentation, David Coombs will discuss:

    1. Targeting income in a rising interest rate environment-- how do we avoid losses if yields rise?
    2. Rising liquidity risk in income producing asset classes-- what does this mean and how do I spot it?
    3. Achieving a consistently increasing income stream-- How to ensure your clients "pot" does not run out
    4. Avoiding income disappointment-- maintaining your client's lifestyle over the long term
  • Strong stock-picking and good opportunities continue to provide outperformance for all investors.

    There are strong indicators that the global recovery will continue for developed markets. Bearish sentiment seems overpowering at the moment but we believe that investors should remain in equities. We are confident that weak emerging markets or rate hikes will not derail the developed market recovery. The Manager maintains large exposure to US equities, mid-caps and some of the most exciting and innovative companies in the world. The fund is in the top quartile of performance over 1,3,5 and 10 years.

    Source: Financial Express. Data as at 01.09.2015

    Put your questions 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 current climate of low interest rates, low inflation and uncertain investor sentiment towards credit markets has created much debate about how clients’ portfolios should be positioned.

    Bryn Jones, manager of the Strategic Bond Fund, explains how maintaining consistently low volatility has been key for clients seeking risk adjusted returns. The fund is currently ranked as the second lowest volatility versus its peer group, the IA Sterling Strategic Bond Sector.

    Source: Financial Express. Volatility shown is annualised standard deviation of weekly returns since the launch of the Rathbone Strategic Bond Fund, from 03.10.2011 to 26.05.2015

    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 economic recovery seemingly well entrenched, what investment opportunities remain for a UK Recovery Fund?

    Alexandra Jackson and Jo Rands co-managers of the Rathbone Recovery Fund, since June 2014, still see plenty of potential recovery names to buy. The managers will discuss their investment approach to selecting attractive recovery stocks and how they reduce the chance of purchasing value traps.

    The Rathbone Recovery Fund, is a nimble all market cap fund, returning top quartile performance, year to date of 9.47%, as at 30 April 2015 (Source, Financial Express).

    Put your thoughts and questions to the managers 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

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