Rathbones retains all Square Mile ratings following Investec W&I merger

One new rating

Cristian Angeloni
clock • 2 min read

Rathbones’ Growth Portfolio range, Total Return portfolio and Ethical Bond fund have all retained their ratings, according to the latest Square Mile Academy of Funds roundup.

The research house reviewed the Ethical Bond fund after co-manager Noelle Cazalis announced she will leave the business to pursue other opportunities, but Square Mile analysts said their conviction in the strategy stems from the expertise of lead manager and head of fixed income Byrn Jones, who has run the fund since 2004. The fund has retained its responsible A rating. Investec W&I UK merges with Rathbones in £839m deal Additionally, the aforementioned Rathbones funds were also reviewed following the news the company will merge with Investec W&I, and all five retained its current ...

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