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You are here: Manager factsheet

Carl Stick

Rathbones Asset Management Lim
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Manager profile
Carl plays a key role in the development of Rathbones’ investment process and business strategy. He is also the manager of the Rathbone Income Fund, which he has been managing since January 2000.After Rathbones acquired Neilson Cobbold in 1996, Carl transferred to London in August 1998, where he became an assistant fund manager for the unit trust business, working alongside Hugh Priestley. 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.
Total return for Carl Stick
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Carl Stick

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
Carl Stick 5.6 6.3 9.6 24.3 -15.3 2.7 0.4 19.5 0.5 11.9
Peer Group Composite 8.0 2.5 6.5 25.8 -16.8 0.6 5.1 16.2 -3.7 10.5
Over / Under -2.4 3.8 3.1 -1.5 1.5 2.1 -4.7 3.3 4.2 1.4
Performance vs peer group composite: Carl Stick
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Rathbone Income Fund Co-managed IA UK Equity Income since Jan 01 2000 to present
Funds managed previously
Fund Periods
Rathbone Special Situations since Feb 01 2002 to Feb 28 2009
Rathbone High Income since May 15 2006 to fund close
Rathbone Heritage Fund since Mar 25 2013 to Jun 29 2014
Rathbone Capital Growth since Nov 01 2001 to Nov 01 2002
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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