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Bestinvest cuts ratings on Rathbone’s Carl Stick

Bestinvest has removed its ratings on Rathbone fund manager Carl Stick’s two funds, citing a poor three-year track record.

Stick manages Rathbones’ flagship £573m income fund as well as the £62m special situations fund.

Bestinvest initially gave Stick a two-star rating for his income fund in June 2004, but the group say his three-year track record has “deteriorated noticably”, while growth in assets under management and then large withdrawals seem to have restricted the ability to perform in all market conditions.

His special situations fund has also had its rating removed for similar reasons, with Bestinvest pointing to higher conviction alternatives available in the market.


Education is key to correcting equity release myths

I often get the impression equity release is seen as the quiet ‘back-water’ of the regulated advice industry in the UK. Apart from a handful of specialist advice firms most mainstream advisers seem to steer clear of equity release either viewing the area as too complicated or assuming there is no demand within their client bank for what they may view as a ‘distress’ purchase.

Auto enrolment – so far so good?

Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]


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