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Invest in Rathbone Unit Trust funds

No initial dealing fees on a great range of Rathbone Unit Trust funds. Find out more

Important information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Our service is designed for people who want to make their own investment decisions without personalised advice. If you are unsure of the suitability of any investment for your circumstances, please seek advice. Tax rules can change and benefits depend on circumstances. Where the annual saving is paid as a loyalty bonus, it is paid tax-free in an ISA but may be subject to tax in a Fund & Share Account. Within a SIPP you can normally only access the money from age 55 (57 from 2028).

Hargreaves Lansdown – Award-winning fund dealing

Invest in a wide range of Rathbone Unit Trust funds with Hargreaves Lansdown. You can open an account online in less than 5 minutes and pay no fees to buy and sell funds with a low cost income reinvestment service.

How to invest in Rathbone Unit Trust funds

1Choose funds that match your investment goals

2 you want to invest in

3Open an account with as little as £25 a month or a lump sum of £100

Why invest with Hargreaves Lansdown

  • Free to buy and sell funds with a low cost reinvestment service
  • Exclusive expert analysis and research updates
  • We’re a financially secure FTSE 100 company
  • Market beating savings and low annual charge of just 0.45%, more on charges

Open an account and start investing in minutes

With HL, you can bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place, putting you in control. To begin investing with us you will need to open an account. Choose from the following options in order to get started.

Stocks & Shares ISA

  • Tax free growth on your investments
  • Invest up to £20,000 this tax year
  • Access your money at any time

Open an ISA

More on ISAs

Fund & Share Account

  • Free to hold shares and low fund charges
  • Access your money at any time
  • Start investing from as little as £25 per month

Open an account

More on dealing accounts

Personal Pension(SIPP)

  • Up to 45% income tax relief
  • Access money from age 55: 25% tax free
  • Voted best SIPP provider 9 years running

Open a SIPP

More on pensions


Download your free guide to investing in funds

New to buying funds?

Whether you are a first-time investor, or a more experienced investor looking to find out more about investing in funds, this guide shows you how to choose funds, cut costs and build your own portfolio.

Download your free guide to investing in funds


Full list of Rathbone Unit Trust funds

Net initial chargeAnnual chargeGo to
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
Rathbone Blue Chip Income & Growth (Class I) (Acc) 0.00% 0.84% 0.10% i 0.74% View factsheet for Rathbone Blue Chip Income & Growth (Class I) (Acc) Invest in Rathbone Blue Chip Income & Growth (Class I) (Acc)
Rathbone Heritage (Class I) (Inc) 0.00% 0.90% 0.00% 0.90% View factsheet for Rathbone Heritage (Class I) (Inc) Invest in Rathbone Heritage (Class I) (Inc)
Rathbone Strategic Bond (Class I) (Inc) 0.00% 0.81% 0.00% 0.81% View factsheet for Rathbone Strategic Bond (Class I) (Inc) Invest in Rathbone Strategic Bond (Class I) (Inc)
Rathbone Strategic Bond (Class I) (Acc) 0.00% 0.81% 0.00% 0.81% View factsheet for Rathbone Strategic Bond (Class I) (Acc) Invest in Rathbone Strategic Bond (Class I) (Acc)
Rathbone Ethical Bond (Class I) (Acc) 0.00% 0.67% 0.125% i 0.545% View factsheet for Rathbone Ethical Bond (Class I) (Acc) Invest in Rathbone Ethical Bond (Class I) (Acc)
Rathbone UK Opportunities (Class I) (Inc) 0.00% 0.58% 0.00% 0.58% View factsheet for Rathbone UK Opportunities (Class I) (Inc) Invest in Rathbone UK Opportunities (Class I) (Inc)
Rathbone Blue Chip Income & Growth (Class I) (Inc) 0.00% 0.84% 0.10% i 0.74% View factsheet for Rathbone Blue Chip Income & Growth (Class I) (Inc) Invest in Rathbone Blue Chip Income & Growth (Class I) (Inc)
Rathbone Ethical Bond (Class I) (Inc) 0.00% 0.67% 0.125% i 0.545% View factsheet for Rathbone Ethical Bond (Class I) (Inc) Invest in Rathbone Ethical Bond (Class I) (Inc)
Wealth 150 fund 0.00% 0.79% 0.10% i 0.69% View factsheet for Rathbone Global Opportunities (Class I) (Acc) Invest in Rathbone Global Opportunities (Class I) (Acc)
Rathbone UK Opportunities (Class I) (Acc) 0.00% 0.58% 0.00% 0.58% View factsheet for Rathbone UK Opportunities (Class I) (Acc) Invest in Rathbone UK Opportunities (Class I) (Acc)
Rathbone Multi Asset Enhanced Growth (S) (Acc) 0.00% 0.79% 0.00% 0.79% View factsheet for Rathbone Multi Asset Enhanced Growth (S) (Acc) Invest in Rathbone Multi Asset Enhanced Growth (S) (Acc)
Rathbone Multi Asset Strat Growth Portfolio (S) (Inc) 0.00% 0.72% 0.00% 0.72% View factsheet for Rathbone Multi Asset Strat Growth Portfolio (S) (Inc) Invest in Rathbone Multi Asset Strat Growth Portfolio (S) (Inc)
Rathbone Multi Asset Strat Growth Portfolio (S) (Acc) 0.00% 0.72% 0.00% 0.72% View factsheet for Rathbone Multi Asset Strat Growth Portfolio (S) (Acc) Invest in Rathbone Multi Asset Strat Growth Portfolio (S) (Acc)
Rathbone Multi Asset Total Return Portfolio (S) (Inc) 0.00% 0.68% 0.00% 0.68% View factsheet for Rathbone Multi Asset Total Return Portfolio (S) (Inc) Invest in Rathbone Multi Asset Total Return Portfolio (S) (Inc)
Rathbone Heritage (Class I) (Acc) 0.00% 0.90% 0.00% 0.90% View factsheet for Rathbone Heritage (Class I) (Acc) Invest in Rathbone Heritage (Class I) (Acc)
Rathbone Multi Asset Total Return Portfolio (S) (Acc) 0.00% 0.68% 0.00% 0.68% View factsheet for Rathbone Multi Asset Total Return Portfolio (S) (Acc) Invest in Rathbone Multi Asset Total Return Portfolio (S) (Acc)
Wealth 150+ fund 0.00% 0.79% 0.26% i 0.53% View factsheet for Rathbone Income (Class S) (Inc) Invest in Rathbone Income (Class S) (Inc)
Wealth 150+ fund 0.00% 0.79% 0.26% i 0.53% View factsheet for Rathbone Income (Class S) (Acc) Invest in Rathbone Income (Class S) (Acc)
Rathbone Multi Asset Strat Income Portfolio (S) (Inc) 0.00% 0.78% 0.00% 0.78% View factsheet for Rathbone Multi Asset Strat Income Portfolio (S) (Inc) Invest in Rathbone Multi Asset Strat Income Portfolio (S) (Inc)
Rathbone Multi Asset Strat Income Portfolio (S) (Acc) 0.00% 0.78% 0.00% 0.78% View factsheet for Rathbone Multi Asset Strat Income Portfolio (S) (Acc) Invest in Rathbone Multi Asset Strat Income Portfolio (S) (Acc)
Key Wealth 150 Wealth 150 fund Wealth 150+ Wealth 150+ fund Core tracker Core tracker fund

Popular funds by fund group