Rathbone Sussex Growth (0P000024AH.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Rathbone Sussex Growth
8 Finsbury Circus
020 7399 0399
Management information
,Lead manager since 11 March 2004
"Clive is an investment director involved in the management of portfolios for larger complex family structures, including the management of bespoke family funds.
Clive is a Chartered Fellow of the Chartered Institute for Securities and Investment and has an honours degree from London University. Prior to his career in the financial services, Clive served in the regular army as a commissioned officer with the Royal Regiment of Fusiliers."
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyRathbones Asset Management Limited
Net assets28.8M
YTD return9.71%
Yield0.88%
Morningstar rating★★★★
Inception date11 Mar 2004
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover58.42%
Average for categoryN/A
Fees and expenses
Expense0P000024AH.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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