F & C Investments

F&C Managed Portfolio Trust

  • Broadly diversified portfolios of investment companies

  • How to Invest

    Open an F&C Savings Plan

    Call: 0800 136 420

    Invest online now

    Or contact your usual investment broker

  • Objective and Policy

    A choice of two portfolios

    F&C Managed Portfolio Trust has a unique structure where its two portfolios – Growth and Income – work in tandem to enhance each other’s potential. The Income portfolio aims to generate an attractive level of income – paid quarterly – together with a measure of capital growth, while the Growth portfolio targets capital growth exclusively. The fund manager targets a yield on the Income portfolio that is in excess of the FTSE All-Share Index.

    Diverse asset mix

    Both portfolios invest in a minimum of 25 investment companies to ensure diversification. The fund manager also seeks to spread risk by taking exposure across a range of geographic regions and market sectors.

    Income and Capital transfer

    Any net income generated by the Growth portfolio is transferred to the Income portfolio in exchange for a capital contribution of the same amount in the other direction. This benefits the income prospects for Income shareholders and the capital growth prospects for Growth shareholders.

    Discount Management

    The Company aims to maintain the share price discount to NAV at not more than 5%, if necessary, by buying back shares from time to time.

    The shares of both portfolios have on average historically traded within a narrow premium/discount range.

  • Share price - Growth

    159.49p-0.01p

    closed

  • Share price - Income

    122.79p-0.46p

    closed

  • Peter Hewitt

    Peter Hewitt

    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.

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