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Past performance summary

Here you can see past performance for Rathbone Heritage Fund I Acc GBP back as far as data is available. You can also compare performance to any other investment from our comparison tables (just start typing the name in the box)

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Annual performance over last 5 years

Dec 15 to Dec 16 Dec 16 to Dec 17 Dec 17 to Dec 18 Dec 18 to Dec 19 Dec 19 to Dec 20
Rathbone Heritage Fund I Acc GBP 8.34% 12.42% -5.17% 9.06% 7.36%

Remember, past performance is not a reliable indicator of future results.

The chart includes the effect of fund manager's charges, but does not include Cushon's charges which may reduce returns by up to 0.79% per annum.

In some cases, where fund managers have launched a new class of shares within a fund, past performance has been extrapolated using a previous share class in order to show a fuller history.

This is the test environment that we use with our corporate clients to make sure everything works.

If you're not expecting to be here then you've probably been given the wrong link. Please email us at help@cushon.co.uk to let us know, and tell us how you got here.

Any accounts set up here are for testing purposes only and no real money will change hands. By proceeding you confirm that you understand this.