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Rathbone Global Opportunities S Acc - equivalent fund
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Apollo22
Posts: 35 Forumite

I have held this fund for years, but its closed now. As I want to transfer to iWeb is there an equivalent Rathbones fund I can transfer it to?
thanks
thanks
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IWeb offer the I class of that fund so that would be pretty equivalent. The OCF is different but perhaps you had a discounted oneYou won't be able to transfer the S class to the I class (or any other fund for that matter) but you could transfer as cash
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Looks to have been a successful fund. Why might it have closed?0
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Google shows no indication Rathbone Global Opportunities S has closed - both HL and Fidelity have it on their lists. Other providers I checked sell the I class.
Checking on morningstar the fund is very highly growth oriented so perhaps not best suited for nervous investors. Though on the plus side it is well diversified across sectors without a large tech weighting.1 -
I am confused, as I cannot buy it through Fidelity and Halifax iweb don't list it. I will have to dig some more.
thanks0 -
Just checked the S fund is 0.55% and the newer one is 0.77%, so just have to suck it up if I want to transfer to iweb, unfortunately0
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Just an observation but Fidelity do appear to offer it
Of course this is no help to you as you can't re-register the S class to IWeb as they only offer the I class
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I fell foul of thinking iWeb could do a share class conversion as part of an ISA transfer from Fidelity*.
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The quickest and easiest way is to sell to cash, do the ISA transfer, then rebuy once within iWeb.
Ok you're out the market for a little while, but it's really the only practical way to switch that fund to them.
*I had a thread about it.How's it going, AKA, Nutwatch? - 12 month spends to date = 2.60% of current retirement "pot" (as at end May 2025)0 -
Actually iweb have said they will not transfer it, so I could either sell and buy the right funds on Fidelity and then transfer or do as you did.
However, iweb doesnt offer monthly direct debits and I am unsure what that means in terms of me buying funds monthly. Will update my other thread0 -
You'll just have to fund manually, no different to DD really. Just a few more minutes of work for you.
But, you'll pay £5 per trade, so depending on how much you're planning on putting in, you may want to save up elsewhere and deposit, say, quarterly.How's it going, AKA, Nutwatch? - 12 month spends to date = 2.60% of current retirement "pot" (as at end May 2025)0
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