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You are here: Manager factsheet

Alan Dobbie
Rathbone Unit Trust Mgmt Ltd
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Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Poor stock picking has had a material downward effect on results, which have tended to be relatively better in a falling market.
Manager profile
Alan joined Rathbones in October 2005 and became 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 holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charter-holder.
Total return for Alan Dobbie
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
8-44m
 
 
 
 
 
 
 
 
 
20-56m
 
 
 
 
 
 
 
 
 
32-68m
 
 
 
 
 
 
 
 
 
44-80m
 
 
 
 
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alan Dobbie

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Alan Dobbie -13.8 2.9 -8.4 19.1 2.0 4.6 11.6 22.0 -3.5 32.8
Peer Group Composite -13.7 -0.9 6.0 19.3 -3.2 7.2 11.1 19.8 -4.4 23.6
Over / Under -0.1 3.8 -14.4 -0.2 5.2 -2.6 0.5 2.2 0.9 9.2
Performance vs peer group composite: Alan Dobbie
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Rathbone Income Fund Co-managed UT UK Equity Income since Oct 08 2018 to present
Funds managed previously
Fund Periods
Rathbone Blue Chip Income and Growth since Jan 01 2012 to fund close
Rathbone UK Opportunities Fund since Jul 13 2009 to Dec 31 2011
Rathbone Heritage Fund since Mar 25 2013 to Jun 29 2014
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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