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

Our Awards

Best Investment Trust
(F&C Investment Trust)

Investors Chronicle – Investment and Wealth Management Awards 2018

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

Investment Trusts Insights

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