We’re the smart place to start
F&C Investment Trust was founded in 1868 to bring the benefits of investing to a wider audience, we’re the oldest investment trust in the world.
Our approach hasn’t changed since day one: F&C aims to provide a reliable foundation to deliver steady, long-term capital growth and a healthy dividend income.
- Our diverse portfolio spreads risk.
- Our straightforward approach makes investment easy.
- Our performance speaks for itself – 53 years of continuously increasing dividends.
A balanced, proven strategy
Our investment approach at F&C is steady and designed for the long-term. Our focus is on strong companies – including household names like Unilever and GlaxoSmithKline – and powerful newcomers – like Amazon and Tesla.
We also tap into the growth prospects of emerging markets, including China and Latin America. We don’t restrict our investments to publicly listed equities.
At F&C we also consider well managed, high-performing private equity funds.
Our aims at
F&C Investment Trust
Launched in 1868 we are the world’s oldest collective investment scheme – and have since grown to become one of the largest.
Our aim is to generate long-term growth and income by investing primarily in an international portfolio of listed equities.
We are highly diversified and cautiously managed. Investing with us gives you exposure to over 400 individual companies worldwide.
Unrestricted vision
Unrestricted vision
Consistently resilient
Consistently resilient
Well-balanced
Well-balanced
Far-sighted
Far-sighted
Investment Risks
The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Changes in rates of exchange may also reduce the value of your investment. Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater.
Our Board
Our strategies and decisions are guided by an independent, non-executive Board of experienced financial experts.
Appointed to the Board on 1 September 2017, Beatrice is now Chairman of the Board, the Management Engagement Committee and the Nomination Committee. Beatrice brings to the Board investment knowledge and expertise in regard to both equities and global fixed income. She also brings leadership skills from her time as a Managing Director of Credit Suisse Asset Management, LLC where she spent 16 years in global fixed income. Beatrice is a member of the Board of Brown Advisory in the United States and chairs its international advisory board. She is also the Senior Independent Director at Telecom Plus PLC.
Appointed to the Board on 3 May 2024. Richard is the Investment Director at Paul Hamlyn Foundation. He was previously Head of Charities & Foundations at Schroders plc and held a number of senior positions at Rothschild Asset Management. He is a former director of JPMorgan Global Emerging Markets Income Trust plc and Aurora Investment Trust plc.
Appointed to the Board on 1 August 2022. Julie is a director of Fincom Advisory Limited providing commercial advice to businesses, having previously been the Chief Financial Officer and a Board member of the Port of London where, as well as finance, she was responsible for risk, procurement, legal and information technology. She was also a pension trustee for 6 years of a defined benefit scheme, working with investment advisors, the scheme actuary and pensions advisory committee. Julie is a fellow of the Chartered Institute of Management Accountants. She sits on the Industrial Development Advisory Board and previously chaired the audit committee of Leeds & York NHS Foundation Trust, prior to which she held various senior positions at BT plc.
Appointed to the Board on 10 March 2020 and is a member of the Audit Committee. Quintin brings investment banking and investment management knowledge and expertise to the Board from a 30 year career working at a senior level for a number of leading companies. From 2005 to 2015 he was at BlackRock where he was Global Head of Alpha Strategies and a member of the Global Executive Committee. Quintin is a non-executive director of Aperture Investors, a New York based fund manager.
OUR MANAGER COLUMBIA THREADNEEDLE OFFERs A RANGE OF COST-EFFECTIVE SAVINGS PLANS
Starting from £25 per month or a lump sum of £100, with the flexibility to start and stop contributions whenever you want.
There are no dealing charges on investments made online or through a monthly direct debit.
There are a number of ways to invest with us,
through a financial adviser or a wide range of companies.
Insights and updates
Market snapshot August 2024
Market snapshot July 2024
Market snapshot June 2024
AIC Dividend Hero
Awarded to investment companies with increased annual dividend growth for at least 20 consecutive years.
(We’ve been achieving that for over 50 years.)
RSMR Investment Trust
We’re rigorously rated and independently researched by RSMR.
So your financial advisers can easily find the important information they need.