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Rathbone Global Opportunities

Ranked 183 out of 313 in - Global Equities over 12 months
All calculations are in GBP

Managed by

James Thomson

James Thomson holds a BA in French Area Studies from the University of Cornell; an unlikely qualification for a prospective fund manager. However, shortly after graduating in October 2000 he joined Rathbones where in May 2001, he was appointed as assistant on the then new Global Opportunities mandate. A little more than two years later Thomson was co-managing the portfolio with Julian Chillingworth and in July 2005 became the sole manager. Along with holding benchmark qualifications like the Investment Management Certificate (IMC), he also has a Securities Institute Diploma to his name. Further to this he is a Fellow of the Securities Institute and in November 2006 became a member of the Rathbone Unit Trust Management Ltd board. His current position is a far cry from his beginnings at one of the empire's last remaining colonies, Bermuda. Whilst he has followed many of his compatriots through being educated in the States and working in England, he hasn’t completely abandoned his island origins and still rides a moped to work.

Objective

The objective of the fund is to provide above average long term capital growth from a global portfolio. The fund will be able to invest in any transferable security in all recognized world financial markets. The income yield will be at best minimal.

Performance

Global Equities over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.5% -0.8% -0.4% 1.7%
2013 26.1% 12.1% 0.6% 5.0% 6.5%
2012 9.5% 8.6% -4.8% 3.5% 2.4%
2011 -4.7% 1.9% 1.1% -10.9% 3.7%
2010 26.6% 9.5% -6.5% 10.7% 11.7%
2009 38.1% 1.1% 14.0% 15.5% 3.7%
2008 -39.4% -8.7% 3.8% -25.0% -14.8%
2007 30.4% 12.0% 14.2% 1.6% 0.3%
2006 10.0% 16.6% -7.8% -2.4% 4.8%
2005 35.2% 8.0% 1.3% 14.0% 8.4%
2004 21.4% 7.5% -1.8% 8.6% 5.8%
2003 23.7% -5.4% 10.3% 9.0% 8.8%
2002 -26.5% -1.2% -10.5% -16.4% -0.5%
2001 -17.7% -4.3% -24.1% 13.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Associated British Foods PLC ORD 2.28
Facebook Inc ORD 2.17
Visa Inc ORD 2.15
Signet Jewelers Ltd ORD 2.07
Philip Morris International Inc ORD 2.05
MasterCard Inc ORD 2.03
Restoration Hardware Holdings Inc ORD 2.03
MICROS Systems Inc ORD 1.99
Springleaf Holdings Inc ORD 1.98
Constellation Brands Inc ORD 1.98
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/05/2001
  • Share Class size170Mn
  • Base currencyGBP
  • ISIN GB0030349095

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment100

Charges

  • Annual management1.5%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).