MoneyAM Fund Centre

Quick Stats

Fund Objective

We aim to deliver a greater total return than the FTSE World Index, 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 FTSE World Index as a target for our fund's return because we want to offer you higher returns than global stock markets.We also compare our fund against the Investment Association (IA) Global sector to give you an indication of how we perform against other funds in our peer group. Like us, the funds in this sector invest globally, although most of them don’t invest using a sustainability framework.

Fund Managers

David Harrison

David joined Rathbones in June 2014 and is the lead fund manager of the Rathbone Global Sustainability Fund. He has more than 20 years’ experience in equity analysis and fund management, including positions at Hermes and Goldman Sachs. David holds the Investment Management Certificate and a BSc (Hons) in Economics and Politics from the University of Southampton. He is a CFA charter-holder.