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The objective of the fund is to deliver an annual income that is in line with or better than that of the FTSE All-Share Index over any rolling three-year period. To meet the objective, the fund manager will invest at least 80% of the fund in UK-listed shares, with the remainder in global shares, cash, short-term deposits and UK government debt. Derivatives may be used by the fund for the purposes of efficient portfolio management and hedging.
Name | Title | Since | Until |
---|---|---|---|
Alan Dobbie | Manager | 2018 | Now |
Biography | Alan joined Rathbones in October 2005 and was made co-manager of the Rathbone Income Fund in October 2018. He has previously managed and co-managed a number of UK, European and global equity funds for Rathbones. Alan is a Chartered Financial Analyst (CFA) charter holder and holds the Investment Management Certificate. | ||
Carl Stick | Portfolio Manager | 2000 | Now |
Biography | Carl has managed the Rathbone Income Fund since the 1 January 2000, having joined Rathbones in 1998. He is one of the longest serving managers in the UK Equity Income sector, with one of the best performance records over that time. He has spent two decades holding executive roles within Rathbones Asset Management, and was closely involved in the creation and evolution of the team’s investment process. He is a member of the CFA Institute and a Chartered Fellow of the Chartered Institute of Securities & Investment. | ||
George Viney | - | 2012 | 2012 |
Hugh Yarrow | Portfolio Manager | 2004 | 2009 |
Biography | Hugh joined Wise in 2009 and is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October of the same year. He was appointed as a director of Wise in 2012. Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit Trust Management. Hugh is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate. |
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