• Managed Portfolio Trust
  • 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

    The value of your investments can go down as well as up, and you may not get back what you originally invested.

  • Share price (Growth)

    210.00p-3.00p

      

  • Share price (Income)

    134.00p-2.50p

      

Income Portfolio

  • Growth Portfolio

    Top Ten Holdings % of net assets Sector

    Monks Investment Trust     

    4.5 Global

    Polar Capital Technology Trust

    4.1 Tech Media & Telecomm
    Allianz Technology Trust 3.9 Tech Media & Telecomm
    Syncona Limited 3.6 Biotechnology & Healthcare
    Scottish Mortgage Investment Trust 3.5 Global
    Baillie Gifford Japan Trust 3.1 Japan
    Worldwide Healthcare Trust 2.9 Biotechnology & Healthcare
    Jupiter European Opportunities Trust 2.7 Europe
    HgCapital Trust 2.6 Private Equity
    TR Property Investment Trust 2.6 Property Securities
         

    Income Portfolio

    Top Ten Holdings % of net assets Sector
    Murray International Trust      3.8 Global Equity Income
    Law Debenture Corporation 3.6 Global
    BB Healthcare 3.4 Biotechnology & Healthcare
    Secure Income REIT 3.3 Property Specialist
    Invesco Perpetual UK Smaller Companies Investment Trust 3.3 UK Smaller Companies
    BB Biotech 3.3 Biotechnology & Healthcare
    CC Japan Income & Growth Trust 3.3 Japan
    NB Private Equity Partners 3.2 Private Equity
    JPMorgan Global Growth & Income 3.2 Global Equity Income
    City of London Investment Trust 3.2 UK Equity Income

    As at 30 June 2018

  • Peter Hewitt

    Peter Hewitt

    Fund Manager

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 and the relevant Key Information Documents (“KID”) 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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