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Rathbone Blue Chip Income & Growth

Ranked 106 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Alan Dobbie

Alan Dobbie joined Rathbones in October 2005. He became manager of Rathbone Blue Chip Income and Growth Fund in January 2012 and co-manager of the Rathbone Heritage Fund in March 2013. He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the IMC (Investment Management Certificate) and is a CFA (Chartered Financial Analyst) charter-holder.

Objective

To achieve above average and steadily increasing income return coupled with long term capital growth through exposure to transferable securities. No less than 75% will be invested in transferable securities issued by UK companies. Aim is to hold stocks with long term growth potential (average 2 years or longer) and modest valuations.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -9.0%
2017 4.0% 6.6% 2.9% -5.4% 0.1%
2016 5.8% -2.1% -0.5% 10.0% -1.3%
2015 9.2% 7.5% -3.3% -1.2% 6.4%
2014 5.0% 0.0% 3.9% -0.2% 1.3%
2013 23.0% 11.5% 0.7% 4.8% 4.5%
2012 17.1% 6.6% 0.4% 6.9% 2.4%
2011 -5.2% -0.3% 2.0% -8.9% 2.4%
2010 19.2% 4.1% -5.8% 11.1% 9.5%
2009 23.3% -7.0% 14.4% 10.1% 5.3%
2008 -28.2% -8.5% -0.9% -11.9% -10.1%
2007 0.6% 3.0% 2.0% -3.5% -0.9%
2006 18.3% 8.6% -2.5% 4.3% 7.1%
2005 21.4% 4.7% 1.4% 7.2% 6.8%
2004 20.4% 4.5% 3.9% 2.3% 8.4%
2003 21.2% -6.3% 14.8% 4.6% 7.7%
2002 -12.5% 6.5% -5.3% -14.1% 1.0%
2001 -14.6% -7.6% -2.1% -15.9% 12.4%
2000 2.4% -5.4% 0.1% 5.8% 2.2%
1999 19.3% 6.3% 4.5% -9.0% 18.0%
1998 19.2% 18.0% -1.6% -9.4% 13.3%
1997 25.5% 6.3% 1.3% 14.5% 1.8%
1996 25.5% 3.4% 5.6% 6.5% 7.9%
1995 16.2% -1.0% 7.7% 4.4% 4.5%
1994 -6.6% -5.4% -4.3% 2.2% 1.0%
1993 27.8% 6.3% 4.8% 2.1% 12.4%
1992 17.2% 1.9% 11.7% -9.9% 14.3%
1991 17.9% 13.4% -4.1% 10.2% -1.7%
1990 -14.8% -2.9% 4.0% -18.0% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/10/1989
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB0005066948

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).