Factsheet: Rathbone Global Opportunities I Acc
Rated fund 2014-2018. Great option for exposure to high-growth companies
A past winner of Money Observer's Best Global Growth Fund award, Rathbone Global Opportunities is run by James Thomson, who has been involved with the fund since launch in 2001, before becoming co-manager in 2003 and lead manager in 2005.
Morningstar considers this fund a 'great option' for investors seeking a global equity fund investing in high-growth companies.
Thomson's process is unique for a global equity fund. He does not use initial quantitative filters, but instead takes a more qualitative approach to idea generation. He aims to add value through high-impact' stock-picking being able to assess and take calculated risks to uncover hidden, potentially lucrative, investment gems'.
He seeks easy-to-understand businesses with strong growth potential that have the ability to control their own destiny. This latter requirement omits companies particularly sensitive to exogenous macro factors, such as commodity prices or regulators.
He looks for companies with sustainable growth profiles and pricing power. He also favours prudent and visionary management teams who under-promise and over-deliver.
The fund's mandate allows him to invest in any size of company, in any sector or country, in order to achieve his goal. Although he often finds the best opportunities among small and medium-sized companies, the fund is currently biased towards large companies where more than 90 per cent of assets were invested at the end of 2017.
Under Thomson's stewardship, the fund has outperformed its category average and the FTSE World index benchmark, with outperformance being produced in a consistent manner.
Narrative and ratings content all as of 01 January 2018.See all Money Observer rated funds
|Align Technology Inc||3.41 %|
|Amazon.com Inc||3.06 %|
|Tencent Holdings Ltd||2.93 %|
|Adobe Systems Inc||2.52 %|
|PayPal Holdings Inc||2.23 %|
|Activision Blizzard Inc||2.19 %|
|Abiomed Inc||2.10 %|
|Visa Inc Class A||2.08 %|
|Mastercard Inc A||2.02 %|
|Electronic Arts Inc||1.98 %|
|United States||58.39 %|
|Europe - ex Euro||6.97 %|
|United Kingdom||5.45 %|
|Financial Services||14.96 %|
|Consumer Defensive||11.02 %|
|Consumer Cyclical||8.52 %|
James joined Rathbones in October 2000, having graduated from Cornell University in New York. He was appointed co-manager of the fund in November 2003, in charge of the day-to-day management of the portfolio, and in July 2005 was given sole responsibility. James holds the Investment Management Certificate, the Securities Institute Diploma and is a Fellow of the Securities Institute. In November 2006, he was elected to the Board of Directors of Rathbone Unit Trust Management.
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.