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You are here: Manager factsheet
Carl Stick
Rathbone Unit Trust Mgmt Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have tended to be relatively better in a rising market.
Manager profile
Carl joined Rathbones in 1996. After two years as a discretionary investment manager, he became an assistant fund manager working alongside Hugh Priestley, and assumed management of the Rathbone Income Fund in January 2000. Since October 2001, Carl 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.
Total return for Carl Stick
Manager career performance
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Carl Stick

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Carl Stick 33.7 -1.8 21.1 19.6 -30.8 -21.2 23.1 24.5 15.3 26.5
Peer Group Composite 30.1 -6.3 20.0 18.9 -22.3 -12.2 22.0 19.5 16.9 16.0
Over / Under 3.6 4.5 1.1 0.7 -8.5 -9.0 1.1 5.0 -1.6 10.5
Performance vs peer group composite: Carl Stick
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Rathbone Income Lead manager UT UK Equity Income since Jan 01 2000 to present
Funds managed previously
Fund Periods
Rathbone Special Situations since Feb 01 2002 to Feb 28 2009
Rathbone High Income since May 15 2006 to fund close
Rathbone Capital Growth since Nov 01 2001 to Nov 01 2002
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