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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Alan Dobbie

Alan Dobbie

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

2012

  • 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

2013

  • 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

2014

  • 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

Performance

Equity - UK Equity Income
over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.6% 0.0% 3.9% -0.2%
2013 23.0% 11.5% 0.7% 4.8% 4.5%
2012 17.1% 6.6% 0.4% 6.9% 2.4%

Related News

Rathbones’ Chillingworth sells out of BP

Despite BP’s recent dividend increase, Rathbones’ Julian Chillingworth sold out of the oil giant in September because of ongoing problems with its Russian joint venture.

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