Investment Trusts

We can trace our investment roots back to 1868, when F&C Investment Trust, the world’s oldest collective investment scheme launched, and have been adding to our offering ever since. We currently manage 10 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.

Risk Disclaimer

The value of your investment is dependent on the supply and demand for the shares of the Investment Trust rather than its underlying assets. The value of your investment will not be the same as the value of the Investment Trust’s underlying assets.

UK & Europe

Both regions have historically paid strong dividends offering the potential for an attractive income relative to other regions.

Global

In an increasingly interconnected world it can make sense to think and invest globally. We offer a range of options, including smaller companies and private equity.

Property

Investing in commercial property offers the potential for growth in the form of capital appreciation and a regular income generated through property rentals.

Over 150 years of Investment Trusts

1868

F&C Investment Trust founded

1905

TR Property Trust founded

1972

European Assets Trust founded

2014

BMO acquired F&C Investments

2018

F&C Investments renamed to BMO

1868
1905
1972
2014

BMO acquired F&C Investments

2018

F&C Investments renamed to BMO

Consumer resources

Materials available for you to use with your clients

The Association of Investment Companies explains the benefits and risks of using investment trusts for income

Our Awards

Citywire Award - Winner Investment Trust 2019 - TR Property Investment Trust

Investors Chronicle Awards 2018 Logo - Winner F&C Investment Trust

Podcasts

Marcus Phayre-Mudge,manager of TR Property Investment Trust, tells FundCalibre why rent collection has been better in Germany than the UK, discusses the future of office spaces and death of hot-desking post the pandemic and why skyscrapers may have peaked and reassures investors about the resilience of the trust’s dividends.

Videos

Investment Trusts Insights

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3 min read

Investment trusts: dependable dividends during the crisis

Many investment trusts have committed to or even increased dividends recently, despite the ongoing economic crisis – Peter Hewitt explains why.

4 min read

Perspectives on global smaller companies

Peter Ewins discusses the impact of COVID-19 before suggesting where opportunities may be found in the future.

4 min read

Positioning commercial real estate to outperform

Peter Lowe discusses the unprecedented challenges to the real estate market due to Covid-19, and what we are doing to navigate the challenging market.

3 min read

The global economy: on the road to recovery?

F&C Investment Trust Manager Paul Niven explains why he believes the global economy is on the road to recovery, and highlights what the new environment could mean for markets.

3 min read

Looking through a long-term lens: Can investment trusts help decode today’s markets?

In its March meeting, the US Federal Reserve (Fed) surprised many by adjusting its rate hike path down

4 min read

Market perspectives

Paul Niven – manager of F&C Investment Trust – discusses some of the key economic trends.

3 min read

Style over substance

At the risk of offending my fellow investors, I’ve noticed an increasing number of stock pickers explaining their disappointing performance through style or investment factors as though these are outside of their control.

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