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Alan Dobbie

Alan Dobbie

Showing manager performance in United Kingdom View performance globally

About Alan Dobbie

Alan Dobbie was born in Campbeltown, Scotland, in 1979. He studied chemistry at Edinburgh University and finance and accounting at Glasgow and Strathclyde before joining Rathbone as a trainee fund manager in 2005. He is now a fund manager in the UK equity income space where he implements a value investment strategy in a primarily large-cap universe. Cash is employed tactically but no derivatives are used. As well as a range of valuation metrics, Alan also incorporates a top-down view into the portfolio. He cites steadily rising markets as the best environment for his strategy. Away from fund management Alan enjoys golf, football and music. Alan holds the IMC certificate and is a CFA-Charterholder.

Runs institutional money

Are you Alan Dobbie?

Citywire Rating: A rated


  • FNot rated in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated AA in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated AA in Dec 2012


  • JRated AA in Jan 2013
  • FRated A in Feb 2013
  • MRated AA in Mar 2013
  • ARated AAA in Apr 2013
  • MRated AAA in May 2013
  • JRated AAA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AAA in Aug 2013
  • SRated AAA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated A in Dec 2013


  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014


  • JRated AA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015


  • JRated A in Jan 2016


Equity - UK Equity Income
over : 31/12/2014 - 31/12/2015

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 4.6% 6.0% -3.3% -4.1% 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%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.