Rathbone Global Opportunities Fund Institutional Acc

Global Growth

Rated fund 2014-20. 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 of all shapes and sizes.

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 by investing in “under-the-radar and out-of-favour growth companies”. He seeks simple businesses with strong growth potential that have the ability to control their own destiny, avoiding companies particularly sensitive to exo-genous macro factors such as commodity prices or regulators.

He invests in 60 companies with sustain- able growth profiles and pricing power, favouring  prudent and visionary management teams who under-promise and over-deliver. He avoids conglomerates and companies he cannot understand, although he likes his choices to be engaged in innovation. The fund’s mandate allows him to invest in any size of company, in any sector or country. However, the fund is currently biased towards large companies, where three-quarters of assets were invested at the end of 2019.

Under Thomson’s stewardship, the fund has comfortably outperformed its sector average and the FTSE World index benchmark. He has a core defensive bucket of equities to help lower the fund’s volatility and outperformance has been produced in a consistent manner.

Narrative and ratings content all as of 01 January 2020.

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Name
Rathbone Global Opportunities Fund Institutional Acc
Manager
Rathbone Unit Trust Management Limited
Type
Unit Trust
ISIN
GB00B7FQLN12
Sector
Global
Launched
01/03/2012
OCF
0.78 %
Risk Rating
3
3 Year Sharpe
0.89
3 Year Alpha
6.88
Yield
0 %
Benchmark
FTSE World TR GBP
Aims to deliver a greater total return than the IA Global Sector, after fees, over any five-year period by investing at least 80% of the fund in global shares, with the remainder in cash, short-term deposits and UK government debt.
Holding %
Amazon.com Inc 3.26 %
Adobe Inc 2.94 %
Sartorius Stedim Biotech SA 2.53 %
RingCentral Inc Class A 2.42 %
Mastercard Inc A 2.33 %
Visa Inc Class A 2.29 %
PayPal Holdings Inc 2.24 %
NVIDIA Corp 2.20 %
Intuit Inc 2.16 %
Tencent Holdings Ltd 2.14 %
Region %
United States 61.24 %
Eurozone 23.06 %
United Kingdom 7.23 %
Sector %
Technology 26.72 %
Consumer Defensive 14.28 %
Consumer Cyclical 13.80 %
Financial Services 13.75 %
Healthcare 10.30 %
Communication Services 10.04 %
Industrials 5.20 %
Name
Rathbone Unit Trust Management Limited
Address
W1J 5FB, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

James Thomson
Joined 11/01/2003

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 was appointed to the Board of Rathbone Unit Trust Management in 2006. 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 17-year career.

Data provided by Morningstar.

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