Rathbones Global Opportunities Inst Acc
- Citicode
- 0WFA
- Launch Date
- 01-03-2012
- Fund Size
- £3,956,472,621
- Yield
- 0.25%
- Ongoing Charge
- 0.77%
- Fund Managers
- James Thomson
Sammy Dow
Fund Objective
We aim to deliver a greater total return than the Investment Association (IA) Global Sector, after fees, over any five-year period. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (dividend payments). We use the IA Global sector as a target for our fund's return because we aim to achieve a better return than the average of funds that are similar to ours.We compare our asset allocation to the FTSE World Index to give you an indication of how our fund is positioned against the global stock market.
Top 10 Holdings
Asset Class
Fund Manager
James Thomson
Start Date
01-11-2003
Bio
James Thomson has been lead manager of the Rathbone Global Opportunities Fund for the past 20 years and it is one of the top performing funds in the IA Global sector. James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He holds the Investment Management Certificate, is a Fellow of the Securities Institute and sits on the Executive Committee of Rathbones fund management business. James has been involved with the management of the Rathbone Global Opportunities Fund since its inception in 2001 and was appointed co-manager in 2003 and sole manager in 2005. He is frequently quoted in the financial press and has won numerous fund management awards over his 20 year career.
Fund Manager
Sammy Dow
Start Date
01-07-2014
Bio
Sammy is lead manager of an institutional global equity fund managed by Rathbones since November 2018; he is also assistant fund manager on the Rathbone Global Opportunities Fund. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan-European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients. Sammy is a graduate of both Edinburgh and Cambridge University where he completed an MA in 2001.
Data source:
All financial data is supplied by FE
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