• UKHIT-Hero
  • The Trust aims to provide an attractive return in the form of dividends and/or capital repayments, together with prospects for capital growth. 

    The Trust invests predominantly in UK equities and equity-related securities of companies across the market capitalisation spectrum. 

  • 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.


  • Fund Performance

    Investors Capital Trust - Performance chart

    Performance - Ordinary Shares (%) as at 30.06.2018

    Cumulative performance 1 month Year to date 1 Year 3 Years 5 Years
    NAV -1.09 -1.58


    27.49 45.47
    Share price -2.86 -0.45 -0.02 24.35 43.25
    Benchmark -0.24 1.47 8.27 30.68 52.77
    Discrete annual 2018/2017 2017/2016 2016/2015 2015/2014 2014/2013
    NAV 4.59 16.28 4.83 1.20 12.75
    Share price -0.02 23.38 0.80 2.61


    Benchmark 8.27 18.41 1.93 3.17 13.30

    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 30.06.2018

    Note: The performance figures shown here will differ to those shown in the Key Information Document (KID) as they are based on actual past performance data. The performance information in the KID is presented on a forward-looking basis using economic models based on historical prices and volatility of the product (as prescribed by regulations).

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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