F&C Investment Trust Ord

Name
F&C Investment Trust
Manager
F&C Asset Management PLC
Type
Closed Ended Investment Company
ISIN
GB0003466074
Sector
LC00000615
Launched
01/01/1868
OCF
0.52 %
Risk Rating
3
3 Year Sharpe
1.94
3 Year Alpha
5.59
Yield
1.6 %
Benchmark
FTSE All World TR GBP
Fund Size
£ 3.96 billion
NAV
729
Gearing
106
Discount Premium
-0
To secure long-term growth in capital and income from an international diversified portfolio of listed equities, as well as unlisted securities and private equity with gearing.
Holding%
Amazon.com Inc2.04 %
Microsoft Corp1.39 %
UnitedHealth Group Inc1.06 %
Anthem Inc1.03 %
Alphabet Inc C0.82 %
Facebook Inc A0.79 %
Booking Holdings Inc0.73 %
JPMorgan Chase & Co0.73 %
Novo Nordisk A/S B0.71 %
Utilico Emerging Markets Ord0.71 %
Region%
United States49.97 %
Eurozone13.21 %
Japan10.72 %
Asia - Emerging7.54 %
United Kingdom6.20 %
Sector%
Financial Services20.65 %
Consumer Cyclical16.15 %
Technology15.32 %
Healthcare12.31 %
Industrials11.34 %
Consumer Defensive8.71 %
Basic materials5.11 %
Energy5.05 %
Name
F&C Asset Management PLC
Address
EC2A 2NY, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Paul Niven

Joined 07/01/2014

Paul Niven is Director and Head of Strategy, having joined F&C in 1996. Paul moved to Investment Strategy in 99 having initially started in a fund management role in Pacific Basin eq. He assumed the position of Head of Strategy for ISIS in July 02 and is responsible for Asset Allocation across a broad range of funds. Paul graduated from the University of Strathclyde with a BA (hons) in Acc and Econ, before going on to obtain an MPhil in Finance. Paul is an associate member of AIMR and a member of UKSIP.

Data provided by Morningstar.

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