5 Facts About F&C Investment Trust

F&C Investment Trust celebrated its’ 150th anniversary in 2018. Here are 5 facts you may not know about the Trust.

1. F&C Investment Trust is the world’s oldest collective investment scheme and has been helping investors for over 150 years

Launched in 1868, F&C Investment Trust was the first of its kind. It was established with the purpose of ‘bringing stock market investing to those of moderate means’ and aimed to make investing accessible to everyday investors. It introduced monthly savings schemes in the UK, launching a Private Investor Plan in 1984.

The Trust has flourished despite two world wars, the great depression, the financial crisis in 2008 and many other ups and downs in between. And, it is older than some iconic UK landmarks, such as the Tower Bridge.


2. F&C Investment Trust is a public limited company and in the FTSE 250

F&C Investment Trust is among the 101st to the 350th largest companies listed on the London Stock Exchange. It is a close-ended fund and exists to invest in the equity of other companies with the aim of producing a return for shareholders. The company is governed by a Board of Directors, chaired by Beatrice Hollond. Find out more about the Board.


3. F&C Investment Trust has only had three Fund Managers in the last 40 years

Since launching over 150 years ago, the management of F&C Investment Trust has changed less than a dozen times and it has only had three Fund Managers in the past 40 years. At one point, it was managed by Agatha Christie’s estranged husband, Colonel Archibald Christie, who was placed under investigation during her brief disappearance in 1926.

Today, it is managed by Paul Niven at BMO Global Asset Management. Paul sets the Trust’s investment policy, asset allocation and is supported by a team of investment experts. 


4. Access over 450 companies globally by investing in F&C Investment Trust 

Instead of making large investments in a small number of companies, the Trust’s assets are spread over 450 companies globally, including publicly listed and private equities. This means that if one of the investments doesn’t perform well, then the wider portfolio doesn’t take a big hit. By taking a diversified investment approach, the Trust spreads the risk for investors and could smooth out the peaks and troughs. 

Today, the Trust has a diverse portfolio, holding stocks in companies such as Amazon, Facebook, Apple, Mastercard, GlaxoSmithKline and even receiving royalties from Andrew Lloyd Webber musicals “Starlight Express” and “Cats” which it invested in during the 1970s. Download the latest Factsheet to see the Trust’s top holdings


5. The Trust aims to grow capital and income over the long term, providing potential income for investors

F&C Investment Trust has paid a dividend every year since launch in 1868, and the dividend for 2019 represents its 49th consecutive annual increase for shareholders. The Trust’s overriding objective is to deliver long-term growth in both capital and income for shareholders and is proud to be on the Association of Investment Companies (AIC) list of dividend heroes.



Let’s talk about risk

Past performance should not be seen as an indication of future performance. The value of investments and income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

If you feel you need specific investment advice that takes your individual circumstances fully into account, please talk to a financial adviser.

Views and opinions have been arrived at by BMO and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned. 

How to invest

Whatever your investment goals, F&C Investment Trust could help you achieve them.

You can invest with BMO through a range of investment plans, including an ISA, Junior ISA and General Investment Account. Alternatively, you can invest through a broker or a wide range of companies.

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