Rathbone UK Opportunities R Inc (0P0000M6NJ.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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Rathbone UK Opportunities R Inc
8 Finsbury Circus
020 7399 0399
Management Information
,Lead Manager since June 2, 2014
Alexandra manages the Rathbone UK Opportunities Fund, (formerly named Rathbone Recovery Fund) which she has run since 2014. She joined Rathbones in January 2007 and was formerly Assistant Fund Manager on the Rathbone Global Opportunities Fund. Alexandra holds the IMC and is a CFA (Chartered Financial Analyst) charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryN/A
Fund FamilyRathbones Asset Management Limited
Net Assets45.76M
YTD Return-3.47%
Yield2.29%
Morningstar Rating★★
Inception DateMar 1, 2012
Fund Operations
Last DividendN/A
Last Cap GainN/A
Holdings Turnover39.35%
Average for CategoryN/A
Fees & Expenses
Expense0P0000M6NJ.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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