• 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)



  • Share price (Income)



Income Portfolio

  • Income Portfolio

    Top Ten Holdings % of net assets Sector

    Perpetual Income & Growth Investment Trust

    4.1 UK Equity Income

    Murray International Trust

    3.7 Global Equity Income
    City of London Investment Trust 3.4 UK Equity Income
    Law Debenture Corporation 3.4 Global
    Troy Income & Growth Trust 3.2 UK Equity Income
    Schroder Oriental Income Fund 3.1 Asia Pacific - Exc Japan
    Henderson International Income Trust 3.1 Global Equity Income
    3i Infrastructure 3.1 Infrastructure
    Lowland Investment Company 3.1 UK Equity Income
    Invesco Perpetual Enhanced Income Limited 2.9 Global High Income

    Growth Portfolio

    Top Ten Holdings % of net assets Sector
    Perpetual Income & Growth Investment Trust 3.6 UK Equity Income
    Polar Capital Technology Trust 3.2 Technology Media & Telecom
    Jupiter European Opportunities Trust 3.2 Europe
    Finsbury Growth & Income Trust 2.9 UK Equity Income
    RIT Capital Partners 2.9 Flexible Investment
    Lowland Investment Company 2.9 UK Equity Income
    Scottish Mortgage Investment Trust 2.9 Global
    Monks Investment Trust 2.9 Global
    Mid Wynd International Investment Trust 2.9 Global
    Diverse Income Trust 2.9 UK Equity Income

    As at 31 August 2016

  • 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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