8589942418
Key Investor Document (KID)
| ISIN |
Trust name |
Currency |
Link |
| GB00B2PP3J36 |
F&C Managed Portfolio Trust PLC - Income Shares |
GBP |
KID |
| GB00B2PP2527 |
F&C Managed Portfolio Trust PLC - Growth Shares |
GBP |
KID |
Key facts
The Managed Portfolio Trust is a ‘multi-manager’ portfolio, investing in trusts managed by different investment providers.
Diversified - The multi-manager approach ensures a broad mix of holdings, including 'alternative' assets
Choice - Investors can choose from income shares or growth shares, each with its own portfolio
Unique capital structure - Net income in the Growth Portfolio is transferred to the Income Portfolio in exchange for the same amount of capital. The transfer benefits the income prospects of the income shares and capital growth prospects of the growth shares.
Experience and continuity - Fund manager Peter Hewitt has been a professional investor for 30 years and has been at the helm of the Trust since launch
Flexibility - to help you meet your changing investment needs, there is an annual option to convert shares between the two portfolios. To learn more click here.
Cost effective - You can save monthly or via lump sums to suit your budget
Regular Income - Dividends are payable quarterly on the Income Shares