Rathbone Unit Trust Management Fund Awards
The value of investments and the income from them may go down as well as up and you may not get back your original investment. Past performance should not be seen as an indication of future performance.
Our awards date back to 2002 across a range of funds. We are delighted to receive such acknowledgement from rating agencies and trade publications, as we continue to target consistently higher investment returns for our investors.
The Rathbone Special Situations Fund, Rathbone High Income Fund and the Rathbone Smaller Companies Fund are no longer available for investment, please refer to the merger process for further information.
Moneywise 2008 Fund Awards
Rathbone Unit Trust Management has been voted Highly Commended in the UK Global Growth sector with the Rathbone Global Opportunities Fund.
What Investment?
Awarded 3rd place in Best Unit Trust Management Group in What Investment? magazine awards
Professional Adviser Awards 2008
Shortlisted for Best UK Smaller Companies Fund Manager
Standard and Poor's
Voted Best Fund in the sector by Standard and Poor's Investment Funds performance awards 2007. The Rathbone Income Fund, was 1st out of 61 UK Marketed Funds in the UK Equity Income sector, over 5 years.
AIG Life
Rathbone Income Fund is the winner of the Best UK Equity Fund at The AIG Life Fund Manager Forum.
Moneywise
Rathbone Income Fund is the winner of Moneywise Fund Awards 2006, in the UK Equity Income sector.
Standard and Poor’s
Rathbone Income Fund – 1st place in 5 year UK Marketed Funds, UK Equity Income Sector – Standard & Poor’s Investment Funds Performance Awards 2006.
Standard and Poor’s
Rathbone Income Fund – 1st place in 10 year UK Marketed Funds, UK Equity Income Sector – Standard & Poor’s Investment Funds Performance Awards 2006.
Lipper
Best Fund over 10 years – UK Equity Income: Rathbone Income Fund - Lipper Fund Awards 2006.
Lipper
Best Fund over 10 years – UK Equity: Rathbone Blue Chip Income and Growth Fund - Lipper Fund Awards 2006.
Lipper Citywire All Stars Awards 2006
Best Fund Group over 3 years - Equity Group (small) and UK Equity Group (small)
What Investment?
What Investment? magazine Specialist Unit Trust Group of the Year 2005.
What Investment?
Rathbone Special Situations Fund is the winner of the Most Consistent Unit Trust of the Year 2005 Award (What Investment?).
What Investment?
What Investment? magazine awarded Rathbone Unit Trust Management Limited first runner-up, Unit Trust Management Group of the Year at their 2005 awards.
Standard and Poor’s
Rathbone Income Fund - 1st place in 5 year UK Marketed Funds, UK Equity Income Sector - Standard & Poor's Investment Funds Performance Awards 2005.
Standard and Poor’s
Rathbone Smaller Companies Fund - 1st place in 10 year UK Marketed Funds, Smaller Companies Sector - Standard & Poor's Investment Funds Performance Awards 2005.
Moneywise magazine
Moneywise magazine: Best UK All Companies Fund 2004 - Rathbone Special Situations Fund
Investment Week
Investment Week Fund Manager of the Year Awards 2004 Winner: UK Income, Carl Stick, Rathbone Income Fund for the second year in a row!
What Investment?
What Investment? magazine awarded Rathbone Unit Trust Management Limited second runner-up, Unit Trust Management Group of the Year at their 2004 awards.
Financial Adviser
Rathbone Unit Trust Management Ltd - Financial Adviser Investment Awards 2004. Small Fund Manager of the Year. Gold Rating – Fund Manager of the Year (Group)
Standard and Poor’s
Rathbone Income Fund - 1st place in 5 year UK Marketed Funds, UK Equity Income Sector - Standard & Poor's Investment Funds Performance Awards 2004.
Money Observer
Rathbone Special Situations Fund - Best UK Generaz`l Equity Fund 2004 in the UK All Companies sector for the third year in a row (Money Observer).
Standard and Poor’s
Rathbone Special Situations Fund - 1st place in 5 year UK Marketed Funds, Equity UK Sector - Standard & Poor's Investment Funds Performance Awards 2004.
Standard and Poor’s
Rathbone Smaller Companies Fund - 1st place in 10 year UK Marketed Funds, Smaller Companies Sector - Standard & Poor's Investment Funds Performance Awards 2004.
Moneywise magazine
Moneywise magazine: Best UK Equity Income Fund 2003 - Rathbone Income Fund
Investment Week
Investment Week Fund Manager of the Year Awards 2003 Winner: UK Income, Carl Stick, Rathbone Income Fund.
Moneywise magazine
Moneywise magazine: Best UK Equity Income Fund 2002 - Rathbone Income Fund.
Investment Week
Investment Week Fund Manager of the Year Awards 2002 - UK Income, Highly Commended - Carl Stick The Rathbone Income Fund.
Lipper
Fund Strategy Lipper Leader UK Equity Fund Group of the year 2002 *.
Standard and Poor’s
Standard & Poor's Investment Funds Performance Awards 2002 - 1st place in the Standard & Poor's 5 year UK marketed funds Smaller Companies sector, out of 67 funds - Rathbone Smaller Companies Fund.
Standard and Poor’s
Standard & Poor's Investment Funds Performance Awards 2002 - 1st place in the Standard & Poor's 5 year UK Registered For Sale Category (Smaller Group) *.