• 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


  • Fund Performance

    Investors Capital Trust - Performance chart

    Performance - A Shares (%) as at 31.07.16

    Cumulative performance 1 month Year to date 1 Year 3 Years 5 Years
    NAV 3.68 8.92


    16.94 53.02
    Share price 6.27 7.89 5.83 20.61 51.25
    Benchmark 4.21 8.29 3.74 16.35 45.88
    Discrete annual 2016/2015 2015/2014 2014/2013 2013/2012 2012/2011
    NAV 5.88 4.33 5.86 24.62 5.01
    Share price 5.83 5.40 8.12 20.15


    Benchmark 3.74 6.06 5.74 24.65 0.59

    Source: Lipper and F&C. Basis: share price, percentage growth, bid to bid, net income reinvested. Basis in accordance to the regulations of the Financial Conduct Authority. Past performance is not a guide to future performance. The discrete annual performance table and the cumulative performance table refers to periods ending 31.07.2016

  • Share price - Units share class



  • 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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