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Rathbone smaller companies fund sees continued success

Rathbone smaller companies fund has been promoted, awarded and rated, improving its performance and adding to its portfolios success.

The fund, specialising in niche markets, is celebrating its promotion to the Skandia fund supermarket platform, joining the Rathbone income fund, Rathbone special situations fund and the Rathbone ethical bond fund.

Launched over 10 years ago, it has been awarded first place of 44 funds in the Smaller Companies UK category over 10 years at Standard & Poors fund awards 2005.

Standard & Poor have reaffirmed the fund as an A fund management rating.

Rathbone smaller companies fund investment manager Marina Bond says: What has worked for us is our reliance on research in the small company arena – adding value by assessing each idea on the strength of the individual story within the framework of the portfolio – ideas often overlooked by brokers.”

“Our thematic overlay leads us to identify specific investments and to the conclusion that selectively, smaller companies should continue to outperform over the next few years.


Survival guide to pension simplification

Punter Southall has launched a third pension simplification survival guide covering higher net-worth clients and planning around the recovery tax. It includes a guide to the differences between primary and enhanced protection and which is best suited to different clients’ needs.

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White paper — Singapore International Insights

Jelf Employee Benefits assesses key trends within the international private medical insurance provision of organisations with employees in Singapore. Benefit structure, cost management and healthcare facilities are examined and key considerations are highlighted. This edition will be of particular interest to global human resource directors and benefit managers with local and expatriate populations in Singapore.


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