Rathbone UK Opportunities Fund I Inc

Category UK Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

513.90p

arrow-up0.02p (+0.00%)

Fund Code

RARVI

B77H7W3

GB00B77H7W31

Prices updated as at 18 Dec 2025

Prices in GBX

Investment objective

The objective of the fund is to deliver a greater total return than the FTSE All-Share Index, after fees, over any seven-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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Rathbones Asset Management Limited

Fund launch date

01 Mar 2012

Domicile

United Kingdom

UCITS

Yes

Lead manager

Alexandra Jackson

Lead manager start date

02 Jun 2014

Lead fund manager biography

Alexandra manages the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund. Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder.

Head office

8 Finsbury Circus

London

United Kingdom

EC2M 7AZ

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