• 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)

    159.49p-0.01p

    closed

  • Share price (Income)

    122.79p-0.46p

    closed

Income Portfolio

  • Income Portfolio

    Top Ten Holdings % of net assets Sector

    Murray International Trust

    3.7 Global Equity Income

    Perpetual Income & Growth Investment Trust

    3.5 UK Equity Income
    Law Debenture Corporation  3.4 Global
    City of London Investment Trust 3.3 UK Equity Income
    NB Private Equity Partners 3.2 Private Equity
    Schroder Oriental Income Fund 3.2 Asia Pacific - Exc Japan
    3i Infrastructure 3.1 Infrastructure
    Troy Income & Growth Trust 3.1 UK Equity Income
    Henderson International Income Trust  3.1 Global Equity Income
    Secure Income REIT 3.0 Property Direct - UK
         

    Growth Portfolio

    Top Ten Holdings % of net assets Sector
    Polar Capital Technology Trust 3.4 Tech Media & Telecomm
    Scottish Mortgage Investment Trust 3.1 Global
    Monks Investment Trust 3.1 Global
    Perpetual Income & Growth Investment Trust 3.0 UK Equity Income
    Allianz Technology Trust 2.9 Tech Media & Telecomm
    Baillie Gifford Japan Trust 2.9 Japan
    RIT Capital Partners 2.9 Flexible Investment
    Finsbury Growth & Income Trust 2.9 UK Equity Income
    Mid Wynd International Investment Trust 2.8 Global
    Diverse Income Trust 2.7 UK Equity Income

    As at 31 October 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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