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The F&C Investment Trust 150

Celebrating our first 150 years

Past

1868


BMO Global Asset Management.   F&C Investment Trust. Established 150 years.

The world’s first collective investment fund

The Foreign & Colonial Investment Trust was launched in , bringing the benefits of investing to a wider audience. A lot has happened since then. Yet as we approach 150 years, the world’s first collective investment fund is still going strong. If you’re looking to generate your capital and income over the longer term, this could be the investment for you.

What is an investment trust?

Find out more about Investment Trusts

Initial sum raised

£588,300

The exact idea upon which it starts has never been used before. In our judgement, that idea is very good.

The Economist c.



Present

2018

The investment trust today

The trust aims to secure long-term growth by investing mainly in a diverse, international portfolio. Whether you want to save tax-efficiently, boost your retirement income, or give a child a financial head start, now’s a great time to find out more.

How to invest

Whether you’re going for growth, investing for income, planning for your retirement, or looking for tax-efficient ways to save for yourself or your children, investing is easy with the F&C Investment Trust.

You can invest through a range of saving accounts for adults and children or contact your usual financial adviser to help you meet your goals.

As with all investments, 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.

Get started here investing in the Foreign & Colonial Investment Trust

Total assets

£4bn

We started out in 1868 investing in Emerging Market bonds including Brazil – so we have moved from literally investing in the Amazon – to purchasing Amazon.com some 140 years later. After a fifty fold gain on some of those early purchases, it’s now our largest holding.

Paul Niven, Fund Manager

Large, oldest investment trust, solid performer.

Richard, London


Future

2168

We stay on top of the future, to help you shape yours

We may have an award-winning track record, but we know that our success comes from always looking forward and thinking to the future. That’s why we constantly seek out new opportunities for our investors, to help them achieve their own successes.







Got questions?

Give F&C Investments a call on

0800 136 420

Lines open to weekdays, calls may be recorded or monitored for training and quality purposes.