Fund to watch: Rathbone Global Opportunities

22 May 2013

Launched in May 2001, Rathbone Global Opportunities aims to provide above-average, long-term capital growth by investing in a global portfolio of stocks.

James Thomson has been at the helm since the summer of 2005, and takes a high-conviction, stock picking approach that sees him investing in undiscovered growth stories.

These holdings are usually innovative businesses that consistently beat expectations, outclass their competitors and serve a rapidly growing market.

Thomson's approach is flexible in terms of company size, sector and geographic location, which he regards as a key strength.

Among the 10 largest holdings are well-known names such as Visa, Rightmove, Associated British Foods, Arm Holdings, Dignity and Intertek.

As far as sectors are concerned, industrials account for the largest share with 20.75%, followed by consumer services at 18.10%, consumer goods on 14.40% and technology with 10.71%.

Other areas represented in the fund – which each account for less than 10% – include healthcare, financials, and oil and gas.

The US has the lion's share of the geographical split with 38.5%, followed by Europe with 21.7% and the UK with 20.3%. Asia Pacific, Japan and Canada each account for less than 10%.

Mark Dampier, head of research at Hargreaves Lansdown, says: "The more cautious positioning does mean the fund can lag its peers when markets rally, but James Thomson has proved himself a highly adept manager and we remain convinced of its long-term potential."

Fund details: Rathbone Global opportunities

Telephone: 020 7399 0399
Fund manager: James Thomson
Launch date: May 2001
Total fund size: £221.24 million
Initial charge: 2.5%
Annual management fee: 1.5%
Minimum investment: £1,000 (or £500 per month thereafter)

Source: Rathbones, March 2013

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