Rathbone Income Fund Inclusive - Class R - Accumulation (GBP)
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
Carl Stick aims to provide investors with a healthy level of income that grows over time. But he won't just chase the highest yields as he wants to grow the capital value as well, which we like. He invests more in medium-sized and smaller companies than many other income-based funds. This provides more potential for growth, but it adds risk.
We think Stick's a good fund manager with lots of experience behind him. But we have higher conviction in other managers in the UK Equity Income sector, so the fund isn't on the Wealth Shortlist of our favourite funds.