F & C Investments

F&C Managed Portfolio Trust

  • Investing only where we have conviction

  • How to Invest

    Open an F&C Savings Plan

    Call: 0800 136 420

    Invest online now

    The value of your investments can go down as well as up, and you may not get back what you originally invested.

  • Top Holdings

    Only those investments in which the manager has a high degree of conviction will be included in the portfolio. Typically the portfolio comprises between 40 and 60 holdings. The manager does not allocate actively between sectors or countries, but instead works to ensure the trust is adequately diversified throughout the portfolio construction process.

  • Growth Portfolio

    Top Ten Holdings % of net assets Sector

    Monks Investment Trust     

    4.4 Global

    Polar Capital Technology Trust

    4.2 Tech Media & Telecomm
    Allianz Technology Trust 4.2 Tech Media & Telecomm
    Syncona Limited 3.9 Biotechnology & Healthcare
    Scottish Mortgage Investment Trust 3.7 Global
    Baillie Gifford Japan Trust 3.0 Japan
    Worldwide Healthcare Trust 3.0 Biotechnology & Healthcare
    Jupiter European Opportunities Trust 2.9 Europe
    Edinburgh Worldwide Investment Trust 2.7 Global
    Mid Wynd International Investment Trust 2.7 Global
         

    Income Portfolio

    Top Ten Holdings % of net assets Sector
    BB Healthcare 3.7 Biotechnology & Healthcare
    Law Debenture Corporation 3.6 Global
    BB Biotech 3.4 Biotechnology & Healthcare
    NB Private Equity Partners 3.4 Private Equity
    Invesco Perpetual UK Smaller Companies Investment Trust 3.4 UK Smaller Companies
    Secure Income REIT 3.2 Property Specialist
    JPMorgan Global Growth & Income      3.2 Global Equity Income
    Henderson International Income Trust 3.2 Global Equity Income
    CC Japan Income & Growth Trust 3.2 Japan
    Princess Private Equity Holding 3.1 Private Equity

    As at 31 August 2018

  • Share price - Growth

    219.89p +2.89p

      

  • Share price - Income

    136.00p +0.50p

      

  • Peter Hewitt

    Peter Hewitt

    Fund Manager

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, and the relevant Key Information Documents (KID), 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.

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