Past performance is not a guide to future performance. Past performance information of the fund for five years, updated to the most recent quarter end, can be found on the Fund Performance page of this website.
The primary aim of F&C UK Select Trust is to provide capital growth in excess of the FTSE All-Share Index by investing in a diversified portfolio of high quality UK equities.
This is achieved by investing in a concentrated portfolio containing 25 of the managers’ high conviction ideas, each being broadly equally weighted.
A strict rebalancing discipline is enforced, meaning that positions will be trimmed back or sold to lock-in profits, or if they appear to be underperforming.
F&C UK Select Trust plc is an investment company within the meaning of Section 833 of the CompaniesAct 2006. Registered in Scotland, Company Registration No. 143888. Registered Office: 80 George Street, Edinburgh EH2 3BU.
Highlights
UK equity exposure with the aim of capital growth
Concentrated portfolio containing 25 of the Manager's high conviction ideas
Diversified portfolio exposure
Aim
To achieve capital growth for ordinary shareholders by investing in a portfolio of UK equities with potential for above average capital growth.
The yield is calculated on an historic basis using the actual dividends paid during the company's last financial year and the closing share price as at the end of the relevant month.