Rathbone Income: Qual. Rating Updated

Rathbone Income has lagged in 2009 but we don't believe that detracts from its long-term merit.

Chetan Modi 18 November, 2009 | 9:59AM
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We have published a new Morningstar Qualitative Rating and Research Report for Rathbone Income.

"The fund has fallen behind by 13 percentage points during the period from 1 Jan. to 31 Oct. 2009 relative to its average Morningstar UK Mid-Cap Equity category peer (the fund has invested

across the cap spectrum in the past, averaging out to mid-cap). However, a comparison with the Morningstar UK Large-Cap Value Equity peer group is more relevant given its recent large-cap bias.. . ."

The full four page pdf report can be accessed here. It is free to users of Morningstar.co.uk.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Rathbone Income R Inc  

About Author

Chetan Modi  is a fund analyst at Morningstar OBSR.

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