Name: Rathbone Heritage Fund
Start: 2017-10-03T10:00:00Z
End: 2017-10-03T10:00:27.000Z
Location: BrightTALK
Rating: 4

Stay up to date with our fund reviews as a selection of our fund managers discuss market trends, their strategy and the challenges and opportunities that lie ahead.

We are delighted to invite you to join Alexandra Jackson, fund manager of Rathbone UK Opportunities Fund and James Thomson, fund manager of Rathbone Global Opportunities Fund as they discuss the opportunities in global and UK equities. 

Since the pandemic, markets have gone through an unpredictable cycle, with 2023 being the perfect example. Central banks were on one of their most aggressive rate hiking cycles in history and almost every economist set the stage for 2023 to be a year we would all rather forget. However, for those made of sterner stuff, equity markets delivered strong returns for investors. As we moved through the year and into 2024, it became apparent that markets may be returning to favour the hunting ground of the stock picker. With rates likely to remain higher for longer we are unlikely to see a situation where rising tides lift all boats, instead investors will have to choose companies with the ability to deliver strong returns based on the quality of the company.

Alexandra and James will address some the most pressing questions investors have today and will discuss what they consider to be some of the star quality companies available, ranging from household names to companies flying under- the- radar as leaders in their field.

You can put your questions to James and Alexandra during the webinar using the 'questions' tab at the top of the video screen.

Rathbones Asset Management - World of Opportunities Webinar

Catalysts for the UK market and the Rathbone Income Fund 

It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market? 

Disinflation, deeper and quicker rate cuts, M&A, share buybacks, foreign investor interest and political leadership on both sides looking to re-build relationships with the EU, the possible catalysts now make up a healthy list. We are therefore delighted to invite you to an online presentation with fund managers of the Rathbone Income Fund, Carl Stick and Alan Dobbie, as we explore the multitude of potential sparks that could relight the fire within the UK market. 

We will also provide an update on the fund, looking at recent performance, how the strategy is currently positioned and most importantly, the solutions we think we can offer to your clients. We’re all living longer and our working lives are becoming ever more fluid. Does the unloved UK equity income space offer a way of being more financially prepared for whatever our extended futures may hold?

Rathbone Income Fund Webinar May 2024

In the latest edition of In Conversation videos, the Rathbones Asset Management fund managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead. 

Watch the January 2024 series here: https://www.rathbonesam.com/uk/financial-adviser/in-conversation/january-2024 

If you have any queries, please do not hesitate to get in touch at ram@rathbones.com

In Conversation January 2024 - Introduction

We are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.

He will provide an update on the funds and discuss: 

- Bonds and whether they are the most attractive they have ever been, plus how the multi-asset team hold a higher number of bonds than ever before

- The US election, whether it will be another Biden/Trump race, and what that means for the funds and markets in general?

- Exposure to technology and how it is not all about the 'Magnificent 7'

You can put your questions to Will during the call using the 'questions' tab at the top of the video screen.
 
If you are unable to join us live, a recording will be available after the call.

Rathbones Asset Management Multi-Asset Webcast

We are delighted to invite you to our upcoming webcast with Bryn Jones, Head of Fixed Income and Stuart Chilvers, Fund Manager, to introduce the launch of the Rathbone Greenbank Global Sustainable Bond Fund.
 
The fund is an exciting and natural addition to the multi-award winning Fixed Income fund range which includes Rathbone Ethical Bond Fund, which Bryn and the team have managed for the past two decades. The sustainable global bond fund, will sit within the IA £ strategic bond sector and is backed by the expertise of Greenbank. Greenbank is the ethical, sustainable and impact investment unit and have been at the forefront of ESI Investments for over 25 years. 
 
Join us on Tuesday 5th December at 10.00am as Bryn and Stuart discuss:
- Why we launched the Rathbone Greenbank Global Sustainable Bond Fund
- Greenbank’s sustainability process and themes 
- Portfolio construction 
 
You can put your questions to Bryn and Stuart during the webcast using the 'questions' tab at the bottom of the video screen.
 
If you are unable to join us live, a recording will be available 'on demand' after the webcast.

Launch event: Rathbone Greenbank Global Sustainable Bond Fund

Join James Thomson on his 20-year anniversary as lead manager for the Rathbone Global Opportunities Fund, the number 1 ranked fund in the IA Global Sector over this time period. 

Taking over management of the strategy in the years succeeding the dot-com bubble; navigating the fund through the most notable global financial crisis in a century; ensuring the fund benefitted in a 0% interest rate environment that paved the way for a decade of growth stock dominance; and more recently, proving the worth of active management amidst a global pandemic, devastating international conflict, rapid rises in inflation and the subsequent impact on interest rates. James has certainly seen it all, or has he?

James will discuss:
- how the last 20 years have shaped his process;
- the Rathbone Global Opportunities Fund’s current positioning;
- and where he sees the fund and wider markets in the years to come

If you are unable to join us live, a recording will be available 'on demand' after the webinar.

James Thomson and 20 years of the Rathbone Global Opportunities Fund

Head of multi-asset investments, David Coombs, will give an update on the funds and discuss some of the topics that are front of mind, including:
- New love for gilts
- Fast food
- Distressed assets

You can put your questions to David during the call using the 'questions' tab at the bottom of the video screen.

If you are unable to join us live, a recording will be available 'on demand' after the call.

Rathbone Multi-Asset investment update - October 2023

David Harrison, manager of the Rathbone Greenbank Global Sustainability Fund, will discuss the evolution and growth in sustainability investing in the past five years. David will also discuss some of the most compelling themes for the long-term and how the fund is positioned to benefit from areas such industrial digitisation, the global energy transition and sustained investment in the water space. 

You can put your questions to David during the call using the 'questions' tab at the top of the video screen.

5 years on, 5 sustainability themes for the long-term

Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios, will give an update on the funds, discuss if this is the most anticipated recession in history and if US legislation designed to improve competitiveness and drive innovation is setting the stage for a manufacturing boom.

You can put your questions to Will during the call using the 'questions' tab at the top of the video screen.

Rathbone Multi-Asset investment update: Everyone bearish all at once - May 2023

Rathbones head of fixed income Bryn Jones, alongside fund manager Stuart Chilvers will be providing an overview of their current outlook for fixed income markets, as well as an update on the Rathbones fixed income fund range. During the seminar, the managers will take a close look at fixed income markets and the unprecedented opportunities currently on offer across the asset class, that make it impossible to ignore.
 
The team will also provide an update on the Rathbone Ethical Bond Fund, cover recent changes made to the Rathbone Strategic Bond Fund that aim to enhance precision and reduce cost and finally, look into how the Rathbone High Quality Bond Fund can offer a highly defensive, cash alternative option within portfolios.

You can put your questions to Bryn and Stuart during the call using the 'questions' tab at the top of the video screen.

The value of investments and the income from them may go down as well as up and you may not get back your original investment. Past performance should not  be seen as an indication of future performance.

Rathbone Fixed Income fund manager update

Head of multi-asset investments, David Coombs, will give an update on the funds and discuss some of the topics that are front of mind, including:

- The impact of disinflation
- Navigating recessions
- China – bull case back?

You can put your questions to David during the call using the 'questions' tab at the top of the video screen.

If you are unable to join us live, a recording will be available 'on demand' after the call.

Rathbone Multi-Asset investment update - February 2023

Fund Manager Will McIntosh-Whyte, Rathbone Multi-Asset Portfolios and Rathbone Greenbank Multi-Asset Portfolios, will give an update on the funds and discuss some of the topics that are front of mind, including:

- UK: the mini budget that could (turn us into an Emerging Market?)
- Inflation: a new paradigm? Or countdown to deflation?
- Bond yields: getting real
- Earnings: time for a reality check?

You can put your questions to Will in advance or during the call using the 'questions' tab at the top of the video screen.

If you are unable to join us live, a recording will be available 'on demand' after the call.

Rathbone Multi-Asset investment update - October 2022

In the final webcast before the summer holiday season, David Coombs, head of multi-asset investments and Will McIntosh-Whyte, fund manager, will be providing a multi-asset team update covering:

- Is recession in the US now a foregone conclusion?
- Will the US Federal Reserve need to cut rates in 2023?
- Are cyclicals a help or hindrance in the current inflationary environment?
- Are consumer staples the best form of defence in a slowing economy?
- How the team are approaching managing the portfolios in this volatile market.


You can put your questions to David and Will in advance or during the call using the 'questions' tab at the top of the video screen.

If you are unable to join us live, a recording will be available 'on demand' after the call. 

Register to join.

Rathbones multi-asset investment update - July 2022

Join David Coombs, head of multi-asset investments at Rathbones, where he will touch upon the funds performance, positioning and discuss some of the topics that are front of mind, including:

- Russian's invasion of Ukraine and its impact on world economies
- What next for inflation?
- Portfolio positioning and latest update on the funds


Please note these updates now run quarterly, with the next one for our Rathbone Greenbank Multi-Asset Portfolio's scheduled for July 2022.

You can put your questions to David in advance or during the call using the 'questions' tab at the top of the video screen.
If you are unable to join us live, a recording will be available 'on demand' after the call.

Rathbone Multi-Asset Portfolios fund update - April 2022

Fund Manager Will McIntosh-Whyte, Rathbone Greenbank Multi-Asset Portfolios, will be setting out his outlook for 2022; he begins the year with an update on the funds, and covers the latest topics front of mind, including:

- Winter of discontent: a tsunami of Omicron? What does this mean for investors?
- Taper tangle: the FED is in a tough spot - how are growth stocks likely to fare? 
- New Year cheer: despite the gloom, there are plenty of exciting sustainable investment opportunities. 

You can put your questions to Will in advance or during the call using the 'questions' tab at the top of the video screen.

If you are unable to join us live, a recording will be available 'on demand' after the call.

Rathbone Greenbank Multi-Asset Portfolios fund update - January 2022

Will McIntosh-Whyte, Multi-asset fund manager, will present on protecting multi-asset portfolios in a lower yield environment, and what tools are available for sustainable portfolios

Protection: a price worth paying

Join David Coombs, head of multi-asset investments at Rathbones, where he will give an update on the funds performance and discuss some of the topics that are front of mind, including:

- UK energy crisis – what are the medium term effects?
- Technology valuations – are they extreme yet?
- Is Amazon becoming complacent?

Please note these updates now run quarterly, with the next one scheduled for January 2022.

You can put your questions to David in advance or during the call using the 'questions' tab at the top of the video screen.
If you are unable to join us live, a recording will be available 'on demand' after the call.

Rathbone Multi-Asset Portfolios fund update - October 2021

Fund Manager Will McIntosh-Whyte, Rathbone Greenbank Multi-Asset Portfolios, will give a fund update and discuss some of the topics that are front of mind, including:

- Losing the (dot) plot: US inflation at 5%. 10 year yields back below 1.5%. What is going on?!
- Vaccines, variants and v-shaped recoveries: plotting a path through uncertainty.
- Green is good: sustainable companies with sustainable cashflows.

You can put your questions to Will in advance or during the call using the 'questions' tab at the top of the video screen.

If you are unable to join us live, a recording will be available 'on demand' after the call.

Rathbone Greenbank Multi-Asset Portfolios fund update - July 2021

Please join Fund Managers, Carl Stick, Elizabeth Davis and David Harrison for an update on the Rathbone Heritage Fund.

The team will focus on the key differentiators of their defensive global equity strategy and discuss the recent and longer-term performance of the fund. They will also discuss several investments made in the fund and how the team approach and idea generation process allows them to unearth differentiated stock ideas.

Put your questions to the team 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 are unable to join us at 11am.

Rathbone Heritage Fund

Heritage

fund

performance

strategy

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