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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Carl Stick

Carl Stick

About Carl Stick

Carl Stick graduated from the University of Southampton in 1991 with a BA Honours degree in English Literature. Having served in several non-investment related jobs, he took up a position as an assistant private client manager with stockbroking firm Neilson Cobbold, Tunbridge Wells, in 1996. When Rathbones acquired Neilson Cobbold in 1998 Carl transferred to London. In August 1998, after two years as a discretionary investment manager, he became an assistant fund manager for the unit trust business, working alongside Hugh Priestley. Carl took over the management of the Rathbone Income Fund in January 2000. Since October 2001, he has been a Board Director of Rathbone Unit Trust Management and plays a key role in the development of Rathbone's investment process and business strategy. He is also I.I.M.R-qualified and a Fellow of the Securities Institute.

Are you Carl Stick?

Citywire Rating: AA rated

2002

  • SRated AAA in Sep 2002
  • ORated AAA in Oct 2002
  • NRated AAA in Nov 2002
  • DRated AAA in Dec 2002

2003

  • JRated AAA in Jan 2003
  • FRated AAA in Feb 2003
  • MRated AAA in Mar 2003
  • ARated AAA in Apr 2003
  • MRated AAA in May 2003
  • JNot rated in Jun 2003
  • JRated A in Jul 2003
  • ARated A in Aug 2003
  • SRated A in Sep 2003
  • ORated A in Oct 2003
  • NRated A in Nov 2003
  • DNot rated in Dec 2003

2004

  • JNot rated in Jan 2004
  • FRated A in Feb 2004
  • MNot rated in Mar 2004
  • ANot rated in Apr 2004
  • MRated A in May 2004
  • JRated A in Jun 2004
  • JRated A in Jul 2004
  • ARated A in Aug 2004
  • SRated A in Sep 2004
  • ORated A in Oct 2004
  • NRated A in Nov 2004
  • DRated A in Dec 2004

2005

  • JRated A in Jan 2005
  • FRated A in Feb 2005
  • MRated A in Mar 2005
  • ARated AA in Apr 2005
  • MRated A in May 2005
  • JRated A in Jun 2005
  • JRated A in Jul 2005
  • ARated A in Aug 2005
  • SRated A in Sep 2005
  • ONot rated in Oct 2005
  • NRated A in Nov 2005
  • DRated A in Dec 2005

2006

  • JRated A in Jan 2006
  • FRated A in Feb 2006
  • MRated A in Mar 2006
  • ARated A in Apr 2006
  • MRated A in May 2006
  • JRated A in Jun 2006
  • JRated A in Jul 2006
  • ARated A in Aug 2006
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NRated A in Nov 2006
  • DNot rated in Dec 2006

2007

  • JRated A in Jan 2007
  • FNot rated in Feb 2007
  • MNot rated in Mar 2007
  • ANot rated in Apr 2007
  • MNot rated in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SNot rated in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ORated A in Oct 2011
  • NRated AA in Nov 2011
  • DRated AA in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated A in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA 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 A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

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

Performance

over : 31/10/2013 - 31/10/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 4.2% 1.3% 1.7% 1.0% 0.2%
2013 24.5% 10.3% 2.7% 4.8% 4.8%
2012 15.5% 4.7% -0.8% 7.5% 3.3%
2011 0.3% -1.4% 2.4% -6.7% 6.4%
2010 19.3% 5.7% -6.7% 9.6% 10.4%
2009 4.4% 4.4%

Related News

Rathbones' Stick buys housebuilder after five-year hiatus

Rathbones' Carl Stick admits he is ‘slightly jaundiced’ when it comes to his outlook for housebuilders post the credit crisis, but has identified value opportunities nonetheless.

AA-rated ex-Rathbones manager added to Merlin Portfolios

The Jupiter Merlin team has added the Evenlode Income fund, managed by Rathbones alumnus Hugh Yarrow, to two of its portfolios.

Aberdeen's Duce replaces £80m Woodford mandate with Carl Stick

Aberdeen co-multi-manager head Graham Duce is concerned Neil Woodford's Invesco Perpetual Income funds will lose some of their defensive characteristics under Mark Barnett.    

Sanlam cuts Barnett & Artemis pair in major income overhaul

Income funds from Artemis and Invesco are among six ejected from Sanlam's White List, with Standard Life and Rathbones beneficiaries, while Newton and M&G find themselves blacklisted.

Rathbones’ Stick backs Barclays for 'dividend bonanza'

Rathbone Income manager Carl Stick has bought into Barclays and Rio Tinto, marking his first foray into mining and banking for years.

Rathbones' Webb: why buy list concentration risk can reverse

The lead up to the retail distribution review (RDR) may have seen a growing crossover among the buy lists of large discretionary houses, but this trend should reverse as due diligence processes grow in sophistication, according to Mike Webb.

Man Group shareholders call for Roman to oust Clarke as CEO

Investors are running out of patience with Man Group chief executive Peter Clarke after another grim trading update from the hedge fund firm last week.

Top 10 shareholders increase pressure on Man chief

The 10 biggest shareholders in hedge fund firm Man Group have given its boss Peter Clarke a 'window'  to turn things around, according to reports.

How Rathbones' Stick intends to keep his A-rating

After a tough few years Rathbones equity income fund manager Carl Stick is back in the limelight and he believes a defensive stance is the best way to preserve his turnaround.

Pharmas: Can investors overcome the patent cliff?

A number of investors have voiced their support for income star Woodford's view that the market should be willing to get over the ‘patent cliff’ and pay a premium for the healthy dividends on offer in the pharma sector.

...more...

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.