MyRathbones vs Funds Benchmark

Our tradition of thinking, acting and investing responsibly has been with us from the beginning and continues to lead us forward. The MyRathbones app allows you to view your investments and much more on your smartphone securely. We use the latest multi-factor authentication as well as Touch and Face ID to keep access to your information secure. You can use the app to: • View your portfolio value and income • See your individual holdings and transactions • View portfolio value over time • See historic valuations • Access the latest Rathbones knowledge and insight articles • Review your latest reports • Update your personal details • Contact your Rathbones Investment Team If you have any issues, please contact our Client Helpdesk on 0800 151 3355, available Monday to Friday 8am to 6pm and Saturday 8am to 1pm (excl. bank holidays). Rathbone Investment Management Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Rathbone Investment Management International Limited is regulated by the Jersey Financial Services Commission. Rathbone Investment Management International Limited is not authorised or regulated by the Financial Conduct Authority or the Prudential Regulation Authority in the UK.

Stop reading factsheets. Start seeing what actually drives the funds you hold. Funds Benchmark gives you the depth of an institutional research terminal in a mobile app. Search 180,000+ funds, line them up side by side, and understand, in plain language, what's behind every move in performance. Built for wealth managers, portfolio managers, and serious private investors who want more than a star rating. KEY FEATURES • Fund Finder. Search 180,000+ funds by name, ISIN, IA sector, or asset class. Sort by 1-week, 1-month, or 1-year returns and find what's working now. • Side-by-Side Comparison. Line up to 5 funds at once: performance, risk metrics, sector exposure, top holdings, and an AI breakdown of what actually makes each one different, not just which has the bigger number. • AI Forecast. Every fund gets Bear, Base, and Bull scenarios over 12 months, with the reasoning behind each one tied to the fund's real holdings. A structured second opinion in seconds, not a buy signal. • Macro Event Pins. Rate decisions, inflation prints, and geopolitical shocks, pinned onto each fund's price chart, with a plain-English note on why that event matters for that specific fund. • Holding-Level News. Live news on the companies actually held inside the fund: earnings, upgrades, downgrades, regulatory shifts. See the headlines moving your fund from the inside. • Deep Drill-Downs. Tap any country, sector, or top holding to see exactly what you own beneath the label, and where two "similar" funds quietly diverge. • Watchlist. Track your funds with live performance charts. Swipe through individual positions or view them combined. WHY FUNDS BENCHMARK Most fund tools stop at the headline return. Funds Benchmark shows you the holdings, the macro context, and the scenarios, so you can form your own view, faster. The research process of an analyst, structured into an interface you can use on the train. Start free. Upgrade for AI Forecast, unlimited comparisons, and full drill-downs. Funds Benchmark is a research platform, not a financial adviser. Nothing in the app is investment advice or a recommendation to buy or sell any fund. AI Forecast scenarios are illustrative and model-generated, not predictions of actual returns. Past performance is not a guide to future results. Capital is at risk.