Rathbone Income: Qual. Rating Updated

Rathbone Income has lagged in 2009 but we don't believe that detracts from its long-term merit.

Chetan Modi | 18-11-09 | E-mail Article

We have published a new Morningstar Qualitative Rating and Research Report for Rathbone Income.

"The fund has fallen behind by 13 percentage points during the period from 1 Jan. to 31 Oct. 2009 relative to its average Morningstar UK Mid-Cap Equity category peer (the fund has invested across the cap spectrum in the past, averaging out to mid-cap). However, a comparison with the Morningstar UK Large-Cap Value Equity peer group is more relevant given its recent large-cap bias.. . ."

The full four page pdf report can be accessed here. It is free to users of Morningstar.co.uk.

Chetan Modi is a fund analyst at Morningstar UK. He would like to hear from you, but cannot give financial advice. You can contact the author via this feedback form.
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