Rathbone Global Opportunities Fund

Select share classes
There is only one type of share class for this fund.

Rathbone Global Opportunities Fund Institutional Acc

Category Global Large-Cap Growth Equity



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

427.74p

arrow-up1.81p (+0.42%)

Fund Code

RAGOA

B7FQLN1

GB00B7FQLN12

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
The objective of the fund is to deliver a greater total return than the IA Global Sector, after fees, over any five-year period. There is no guarantee that this investment objective will be achieved over five years, or any other time period. The manager uses the IA Global sector as a target for the fund’s return because it aims to achieve a better return than the average of funds that are similar to companies. To meet the objective, the fund manager will invest at least 80% of the fund in global shares, with the remainder in cash, short-term deposits and UK government debt. Derivatives may be used by the fund for the purposes of efficient portfolio management and hedging.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 29 Feb 2024

1 year3 years
-2.15-1.36
0.940.98
-0.72-0.26
72.2580.30
1.430.36
10.6715.93
5.657.04

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.