• Managed Portifolio Trust - NEW BANNER
  • The Trust invests in underlying investment companies providing a good level of diversification by underlying management style, geography, sector and company. It has two Portfolios; the Income Portfolio and the Growth Portfolio.

    The objective for the Income Portfolio is to provide investors with an attractive level of income, with the potential for income and capital growth. Income dividends are paid quarterly.

    The objective for the Growth portfolio is to provide investors with capital growth.

  • How to Invest

    Open an F&C Savings Plan

    Call: 0800 136 420

    Invest online now

  • Share price (Growth)


    25 April 2017

  • Share price (Income)


    25 April 2017

Income Portfolio

  • Income Portfolio

    Top Ten Holdings % of net assets Sector

    Murray International Trust

    3.8 Global Equity Income

    Law Debenture Corporation

    3.5 Global
    NB Private Equity Partners 3.4 Private Equity
    City of London Investment Trust 3.2 UK Equity Income
    Perpetual Income & Growth Investment Trust 3.2 UK Equity Income
    Secure Income REIT 3.1 Property Direct - UK
    Schroder Oriental Income Fund 3.1 Asia Pacific - Exc Japan
    Invesco Perpetual UK Smaller Companies Investment Trust 3.1 UK Smaller Companies
    BB Biotech 3.1 Biotechnology & Healthcare
    Temple Bar Investment Trust 3.0 UK Equity Income

    Growth Portfolio

    Top Ten Holdings % of net assets Sector
    Polar Capital Technology Trust      3.6 Tech Media & Telecomm
    Monks Investment Trust 3.3 Global
    Allianz Technology Trust      3.1 Tech Media & Telecomm
    Scottish Mortgage Investment Trust 3.0 Global
    Baillie Gifford Japan Trust 2.8 Japan
    RIT Capital Partners 2.8 Flexible Investment
    Mid Wynd International Investment Trust 2.7 Global
    Syncona Limited 2.7 Flexible Investment
    Henderson European Focus Trust 2.6 Europe
    Jupiter European Opportunities Trust 2.6 Europe

    As at 31 March 2017

  • 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.

Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.



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