Rathbone UK Opportunities I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.20%
  • 3 Year sharpe0.01
  • 3 Year alpha5.35
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.66%
  • IA SectorUK All Companies
  • Manager GroupRathbone
  • DomicileUnited Kingdom
  • ISINGB00B77H7W31

Investment Strategy

The objective of the fund is to deliver a greater total return than the FTSE All-Share Index, after fees, over any five-year period.To meet the objective, the fund manager will invest at least 80% of our fund in UK-listed companies which are domiciled, incorporated or have a significant part of their business in the UK, with the remainder in global shares, cash, short-term deposits and UK government debt.

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