Rathbone Income Retail Accumulation

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Name of CompanyRathbone Unit Trust Management Limited
Phone020 7399 0399
Address8 Finsbury Circus
 London   EC2M 7AZ
 United Kingdom
Other Share Classes
Rathbone Income Fund Institutional Acc
Rathbone Income Fund Institutional Inc
Rathbone Income Fund S GBP Accumulation
Rathbone Income Fund S GBP Income
Rathbone Income Retail Income
DomicileUnited Kingdom
Legal StructureUnit Trust
Inception Date15/04/2005
Fund Advisor(s)
Rathbone Unit Trust Management Limited
Fund ManagerCarl Stick
Manager Start Date01/01/2000
Career Start Year1996
1991, University of Southampton, B.A.
Mr. Stick transferred to London in August 1998, after Rathbones acquired Neilson Cobbold in 1996. Carl became an assistant fund manager for the unit trust business, working alongside Hugh Pristley. Carl is a Executive Director of Rathbone Unit Trust Management and plays a key role in the development of Rathbones' investment process and business strategy. Carl graduated from the University of Southampton in 1991 with a BA Honours degree in English Literature. He is also I.I.M.R.-qualified and a Fellow of the Securities Institute.
Fund ManagerAlan Dobbie
Manager Start Date05/10/2018
University of Strathclyde, M.S.
Alan Dobbie joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones. He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charter-holder.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)