F & C Investments

F&C Capital and Income Investment Trust plc

  • Strong long-term total returns

  • How to Invest

    Open an F&C Savings Plan

    Call: 0800 136 420

    Invest online now

    Or contact your usual investment broker

  • Fund performance

  • The portfolio is diverse with around 80 holding and the bias to larger cap UK-listed stocks has enabled us to produce capital growth over the longer term, as well as a reliable income stream.

    The Capital and Income Investment Trust has provided its shareholders with strong capital gains over the lifetime of the Trust and an attractive dividend of 3.6 per cent.*

    *The yield is calculated on an historic basis using the actual dividends paid during the company’s last financial year (to end September 2013) and the closing share price as at the end of April 2014.

  • Capital and Income Investment Trust - performance chart

    Source: Lipper. Basis: share price, percentage growth, bid to bid, net income reinvested.

    Performance (%) as at 30.09.2016

    Cumulative performance 1 month Year to date 1 Year 3 Years 5 Years
     NAV 2.70 11.18 16.59 25.32 75.50
    Share price 3.36 11.80 16.62 27.44 69.18
    Benchmark 1.70 12.38 16.82 21.09 68.85
    Discrete annual performance 2015/2016 2014/2015 2013/2014 2012/2013 2011/2012
     NAV 16.59 3.38 3.96 17.85 18.83
    Share price 16.62 3.08 6.02 16.36 14.08
     Benchmark 16.82 -2.30 6.09 18.93 17.25

    Source: Lipper. Basis: share price, percentage growth, bid to bid, net income reinvested. Basis in accordance to the regulations of the Financial Conduct Authority.
    Past performance is not a guide to future performance. The standardised performance table refers to 12 month periods ending at the date shown. The cumulative performance table refers to cumulative periods ending 30.09.2016

  • Julian Cane

    Julian Cane

    Fund manager

Past performance is not a guide to future results. The value of investments can go down as well as up.

The shares of the Company are listed on the London Stock Exchange. Information in this section of the website concerning the Company is directed solely at persons who are located in the UK. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Potential investors must read our full terms and conditions before proceeding further with any investment product referred to on this website. The information on this website may not be suitable for everyone, and retail investors unsure whether an investment product referenced on this website will meet their individual needs should seek advice before proceeding further with such product.