Rathbones retains all Square Mile ratings following Investec W&I merger

One new rating

Cristian Angeloni
clock • 2 min read

Rathbones’ Growth Portfolio range, Total Return portfolio and Ethical Bond fund have all retained their ratings, according to the latest Square Mile Academy of Funds roundup.

The research house reviewed the Ethical Bond fund after co-manager Noelle Cazalis announced she will leave the business to pursue other opportunities, but Square Mile analysts said their conviction in the strategy stems from the expertise of lead manager and head of fixed income Byrn Jones, who has run the fund since 2004. The fund has retained its responsible A rating. Investec W&I UK merges with Rathbones in £839m deal Additionally, the aforementioned Rathbones funds were also reviewed following the news the company will merge with Investec W&I, and all five retained its current ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Unit trusts/OEICs

Carlyle brings new private equity offering to non-US investors

Carlyle brings new private equity offering to non-US investors

Primary and secondary investments

James Baxter-Derrington
clock 24 June 2024 • 1 min read
Eric Sturdza Investments launches US-focused small and mid-cap strategy

Eric Sturdza Investments launches US-focused small and mid-cap strategy

Strategic US Opportunities fund

Linus Uhlig
clock 18 June 2024 • 1 min read
Schroders launches emerging markets value fund in the UK

Schroders launches emerging markets value fund in the UK

Managed by Vera German and Juan Torres

Cristian Angeloni
clock 17 June 2024 • 2 min read
Trustpilot