Rathbone Unit Trust Management Limited (formerly known as Laurence Keen Unit Trust Management Limited), which is regulated by the Financial Services Authority (FSA) and a member of the Investment Management Association (IMA), is the unit trust management arm of Rathbone Brothers plc the listed investment management and private banking group.
The Rathbone Group is engaged in a range of private banking and financial services within which the principal activity is discretionary investment management but also catering for private clients, their pension funds, trusts and family charities.
The group has £5.9bn* under discretionary management on behalf of private investors, charities, pension funds and unit trusts.
* as at 30 June 2002
Established in Liverpool in 1742 by William Rathbone II, the original Rathbones business was in timber and shipbuilding. This evolved into shipowning and general merchanting and importing, principally trading with North and South America. In the nineteenth century, the business further developed into finance and banking. The present business was formed in 1988 by an amalgamation of the investment management and banking business carried on in Liverpool with the tax and investment business of Comprehensive Financial Services Plc in London. Further expansion came with the acquisition in 1995 of Laurence Keen, the well known city based investment managers and stockbrokers; in 1996 of Neilson Cobbold, the Liverpool based stockbrokers with offices throughout the South of England, the North West and Scotland.
Provided by Rathbone Unit Trust Management Limited, March 2003
| Initial Sales Charge | Our Discount | Exceptions |
|---|---|---|
| Up to 5.50% | Up to 3.75% | - |
Key Features Document
Click here to view the Key Features Document for the funds available from the Fund manager.