• Investors Capital Trust - NEW BANNER
  • The Trust aims to deliver an attractive return in the form of dividends and/or capital returns, together with the potential for capital growth. The portfolio is managed in two parts, an equities portfolio and a higher yield portfolio. 

    The equities portfolio represents the majority of the Trust's assets and is invested in UK large and mid-sized companies while the higher yield portfolio is currently invested in predominantly investment grade corporate bonds.

  • How to Invest

    Open an F&C Savings Plan

    Call: 0800 136 420

    Invest online now

    Or contact your usual investment broker

Documents

  • Documents 

    Factsheet 

    TypeTitle 
    PDF  Investors Capital Trust factsheet  Download
    PDF  Investors Capital Trust factsheet (B shares)  Download
     

    Annual report and accounts 

    TypeTitle 
    PDF  Investors Capital Trust annual report 2016  Download
    PDF  Investors Capital Trust annual report 2015  Download
    PDF  Investors Capital Trust annual report 2014  Download
    PDF  Investors Capital Trust annual report 2013  Download
    PDF  Investors Capital Trust annual report 2012  Download
    PDF  Investors Capital Trust annual report 2011  Download
    PDF  Investors Capital Trust annual report 2010  Download
    PDF  Investors Capital Trust annual report 2009  Download
    PDF  Investors Capital Trust annual report 2008  Download
     

    Interim report and accounts 

    TypeTitle 
    PDF  Investors Capital Trust interim report 2016  Download
    PDF  Investors Capital Trust interim report 2015  Download
    PDF  Investors Capital Trust interim report 2014  Download
    PDF  Investors Capital Trust interim report 2013  Download
    PDF  Investors Capital Trust interim report 2012  Download
    PDF  Investors Capital Trust interim report 2011  Download
    PDF  Investors Capital Trust interim report 2010  Download
    PDF  Investors Capital Trust interim report 2009  Download
    PDF  Investors Capital Trust interim report 2008  Download
    PDF  Investors Capital Trust interim report 2007  Download
     

    AGM documents 

    TypeTitle 
    PDF  Proxy Voting Results  Download
     

    Application forms 

    TypeTitle 
    PDF  Children's Investment Plan (CIP) application form  Download
    PDF  Child Trust Fund (CTF) transfer form  Download
    PDF  Investment Trust ISA application form  Download
    PDF  Investment Trust ISA transfer application form  Download
    PDF  Junior ISA (JISA) application form  Download
    PDF  Private Investor Plan application form  Download
     

    Key features 

    TypeTitle 
    PDF  Investment Trust ISA and Private Investor Plan (PIP) key features  Download
    PDF  Investors Capital Trust plc disclosure  Download
    PDF  Child Trust Fund (CTF) key features  Download
    PDF  Junior ISA (JISA) key features  Download
    PDF  Children's Investment Plan (CIP) key features  Download
     
     
  • Share price - Units share class

    386.00p2.00p

    closed

  • Rodger McNair

    Rodger McNair

    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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