Rathbone Global Opportunities Fund

James Thomson
A special milestone … for a top performing global equity fund

In May 2011 the Rathbone Global Opportunities Fund marked its 10th anniversary, with top quartile performance. Under the management of James Thomson, the fund has returned top quartile rankings over 6 months, one year and five years to the end of May 2011, outperforming some of the largest peers in the IMA Global Growth sector (Source: Financial Express, as at 31.05.11). High conviction stockpicking and a robust investment process can be attributed to this success.
Join Fund manager, James Thomson in his LIVE webcast, as he discusses:

•How does this global uncertainty colour the positioning of his fund?

•What positions are being held in the portfolio and who are the key contributors?

•Can the global growth story survive? What does the remainder of 2011 hold in store?

Your questions can be addressed in advance by emailing RUTM@rathbones.com, or alternatively you will be given the opportunity at the end of the call.
Jul 12 2011
27 mins
Rathbone Global Opportunities Fund
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UK Wealth Managers

  • Live and recorded (1444)
  • Upcoming (20)
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  • Rathbone Strategic Bond Fund Jun 11 2015 10:00 am UTC 45 mins
    Bryn Jones, Fund Manager
    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
  • Rathbone Recovery Fund Recorded: May 21 2015 26 mins
    Alexandra Jackson and Joanne Rands (Co-Fund Managers
    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
  • Rathbone Blue Chip Income and Growth Fund Recorded: Apr 30 2015 37 mins
    Julian 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).
  • Rathbone Ethical Bond Fund Recorded: Mar 12 2015 32 mins
    Bryn Jones
    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
  • Rathbone Income Fund Recorded: Feb 26 2015 33 mins
    Carl Stick, Fund Manager
    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.
  • Risk- Targeting now! - timing never better Recorded: Feb 11 2015 47 mins
    David Coombs, Fund Manager and Head of Multi-Asset Investments, Rathbones
    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
  • Rathbone Global Opportunities Fund Recorded: Jan 29 2015 41 mins
    James Thomson. Fund Manager
    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
  • Markets in 2015 – The “Goldilocks” Scenario? Recorded: Jan 21 2015 28 mins
    Julian Chillingworth (CIO)
    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.
  • Rathbone Ethical Bond Fund Recorded: Nov 27 2014 33 mins
    Bryn Jones, Fund Manager
    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
  • Rathbone Blue Chip Income and Growth Fund Recorded: Nov 25 2014 35 mins
    Julian Chillingworth (CIO) and Alan Dobbie (Fund Manager)
    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.
  • Rathbone Global Opportunities Fund Recorded: Oct 23 2014 31 mins
    James Thomson
    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.
  • Rathbone Income Fund Recorded: Sep 18 2014 48 mins
    Carl Stick, Fund Manager
    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
  • Rathbone Multi Asset Portfolios Recorded: Jun 17 2014 41 mins
    David Coombs, Head of Mult Asset Investments
    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.
  • Rathbone Ethical Bond Fund Recorded: May 8 2014 31 mins
    Bryn Jones
    Bryn Jones will discuss how the fund is currently positioned, covering what themes are working and what regions present the best opportunities.
    He will discuss the importance of the yield and carry story, and balance this with the risks of duration management in an environment of volatile yields.
  • Rathbone Global Opportunities Fund Recorded: Mar 27 2014 35 mins
    James Thomson
    Rathbones are delighted to invite you to participate in the latest webcast with esteemed FE Alpha Manager James Thomson, Fund Manager on the award-winning Rathbone Global Opportunities Fund.

    Don’t miss out on hearing James’s update on his consistently top quartile performing fund over 6mths,1yr,3yrs 5yrs and Managers tenure. (Financial Express, as at 12th March 2014)
  • Blue Chip Income and Growth Fund Recorded: Mar 11 2014 31 mins
    Julian Chillingworth (CIO) and Alan Dobbie (Fund Manager)
    Quality and value remain the fundamental considerations throughout the investment process, particularly in an environment characterised by continued volatility.

    The fund has delivered a 4% increase in its interim distribution for 2014. Join our Citywire rated investment managers Julian Chillingworth and Alan Dobbie at 11am on Tuesday 11th March to find out which businesses and themes the fund team are seeking out to maintain this consistent year on year growth.

    Put your questions to Julian and Alan 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
  • Rathbone Multi Asset Portfolios Recorded: Feb 13 2014 34 mins
    David Coombs, Head of Mult Asset Investments
    Looking forward into 2014 with multi asset solutions

    Join David Coombs, Fund Manager of the award winning Rathbone Multi Asset Portfolios, in his live webcast on Thursday 13th February at 11.00am as he discusses the latest opportunities and how he and the team plan to position the funds to meet client expectations this year.

    Put your questions to David 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.
  • Rathbone Income Fund Recorded: Jan 30 2014 34 mins
    Carl Stick, Fund Manager
    With one of the longest serving investment teams available within the UK Equity Income Sector, the Rathbone Income Fund continues to deliver market leading risk adjusted returns.

    Join us in our live webcast on Thursday 30th January at 11.00am to hear how Citywire rated fund manager, Carl Stick and his team are approaching 2014 and how their risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

    Put your thoughts and 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.
  • How will markets behave in 2014? Recorded: Jan 21 2014 25 mins
    Julian Chillingworth, CIO
    Stock markets demonstrated their best performance since the 1990s and consumer confidence ended 2013 on a much higher note than it started. Looking ahead, equity valuations indicate there should be scope for sizeable returns to be had.

    The UK has seen sharp increases in growth forecasts for 2014, the Eurozone is likely to emerge from recession, and credit spreads are near 10 year lows.

    Register now to join Julian Chillingworth, CIO of Rathbone Unit Trust Management, in our opening webcast 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.
  • Rathbone Blue Chip Income and Growth Fund Recorded: Nov 19 2013 29 mins
    Julian Chillingworth (CIO) and Alan Dobbie (Fund Manager)
    There are several successful and well-managed funds in the UK Equity income space. The Fund Managers of the Rathbone Blue Chip Income and Growth Fund are among those who continually seek out large cap names, at opportune times to capture a growing dividend stream whilst maintaining risk adjusted returns. The fund outperforms its peer group average over 3 and 10 years (as at 31.10.2013).

    With confidence in the UK economy growing, and interest rates remaining low, join Citywire rated investment managers Julian Chillingworth and Alan Dobbie at 11am on Tuesday 19th November to hear why now is a good time to consider Rathbones income and capital growth strategy, with strong conviction and a strict philosophy and process centred on quality, value and risk.

    Put your questions to Julian and Alan 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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  • Live at: Jul 12 2011 10:00 am
  • Presented by: James Thomson
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