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Rathbone Income Fund

Definition

01/02/1971 00:00:00Rathbone Brothers PlcRathbone Brothers PlcEquity funds
  • Around 40-50 of mainly UK shares
  • Investment process that seeks best value
  • Not beholden to a benchmark
  • The fund has a spread of various company sizes and types
  • Half-yearly distribution of income
  • Targets an above-average and rising dividend.

Why invest

  • Record of rising total income payouts in all but one of the past 10 years
  • Yield is higher than that of the FTSE All-Share index
  • Continuity and consistency of returns - Carl Stick, fund manager since January 2000.

Important info

Ratings (based on master fund)

Notes on downloads

  • Our industry trade body in the UK, The Investment Association (IA), offers additional guidance on the charges and costs of investing. Please visit the IA website.

How to invest

Visit our ‘how to invest’ pages to find out your various options for buying the fund. This includes information about your contacts within Rathbones.



Q3/Q4 2016 - City financial global equity review

21st November 2016 in TV/radio interviews

The Rathbone Global Opportunities Fund is currently on the ‘recommended’ or rated funds panel at the Adviser Centre. City Financial analysts, Peter Toogood and Gill Hutchison bring their research to life. In their latest third quarter review of 201...

Rathbone Income Fund

17th January 2017 in Webcasts

Carl will talk about the performance of the Rathbone Income Fund in 2016, and will discuss his strategy looking ahead into 2017. With both Brexit and a Trump presidency coming to pass, how will Carl position the fund in what will be a challenging twe...

Money observer rated funds award 2017

6th February 2017 in Awards

The Rathbone Ethical Bond Fund and Rathbone Global Opportunities at Rathbone Unit Trust Management Ltd has been elected into the Money Observer list of rated funds.  Following the successes of 2016 and 2015, the funds rated by Money Observer ar...

The Rathbone Income Fund and the UK Equity Income sector

10th March 2017 in Company news

You will be aware that the Rathbone Income Fund resides in the Investment Association (IA)’s UK All Companies sector having moved last year from the UK Equity Income sector. You may also have read a note issued by the IA on 9 March and some resultant...

Merger of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund

6th August 2018 in Company news

Proposed merger of the net assets of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund.