With an F&C Investments saving scheme, there’s no need to put all your eggs in one basket.
Whether you’re looking to invest for your next big adventure, a deposit for a house or putting money aside for a rainy day, our range of investment trusts helps you build a diverse portfolio with plenty of options.
We’ve been helping people reach their investing goals since 1868. After 150 years, we’re still driven by the same mission.
In we became part of BMO Financial Group, which has been helping millions of customers meet a spectrum of financial needs for more than 200 years. Partnering with BMO Global Asset Management has allowed us to combine the key strengths of both businesses in order to give our customers even great investment options.
We always follow the highest principles of business conduct. We constantly monitor our commitment to best practice and do everything we can to meet our promises.
Our 10 investment trusts enable our customers to invest in specific regions and globally. Within these areas the trusts focus on opportunities in equities, bond, property and private equity.
UK & Europe
Both regions have historically paid strong dividends offering the potential for an attractive income relative to other regions.
Globally
With a global portfolio, an investment specialist draws on the best ideas from around the world and selects companies that are best-in-class globally.
Property
Investing in commercial property offers the potential for growth in the form of capital appreciation and a regular income generated through property rentals.
All of our investment trusts involve a level of risk and the value of your investments can go down as well as up. Each investment trust is subject to different risk factors which are detailed on the associated literature. You need to be comfortable that you understand the risks involved when selecting an investment trust and with the fact that you may not get back the original amount invested.
We can trace our roots back to 1868, when Foreign & Colonial Investment Trust, the world’s oldest collective investment fund launched. Since then other investment trusts have joined. In 2014, we became part of BMO Global Asset Management, and the wider BMO Financial Group, a group that has been helping millions of customers meet their financial needs for over 200 years.
Global Smaller Companies founded
TR Property Trust founded
European Assets Trust founded
Capital & Income Trust founded
Private Equity Trust founded
UK Real Estate Investments founded
Commercial Property Trust founded
UK High Income Trust founded
Managed Portfolio Trust founded
F&C Investments acquired by BMO
F&C Investments renamed to BMO
Global Smaller Companies founded
TR Property Trust founded
European Assets Trust founded
Capital & Income Trust founded
Private Equity Trust founded
UK Real Estate Investments founded
Commercial Property Trust founded
UK High Income Trust founded
Managed Portfolio Trust founded
F&C Investments acquired by BMO
F&C Investments renamed to BMO
Established in 1817, BMO Financial Group is a diversified financial services provider based in North America. With a total of
in assets
Employees
customers
as of 30 June 2018
An investment trust is a collective investment that lets you invest in a range of different assets. The trust is set up as a limited company, issuing a fixed number of shares that are traded on the London Stock Exchange. When you become an investor, you also become a shareholder in that company.
Investment trusts are designed to generate profits for shareholders by investing in the shares of other companies. Your money is pooled with other investors, so even a small amount of money will give you access to a range of professionally managed, diversified investments. A single share in an investment trust really does open up a whole world of opportunities.
Past performance should not be seen as an indication of future performance.
Investment Week, Sustainable Investment Awards 2016
Investment Week – Investment and Wealth Management Awards 2017
What Investment, Readers’ awards winner 2017
“Highly recommend F&C and I think they provide an excellent service all round.”
“I was very impressed with the knowledge and friendliness of the person I spoke to and the speed in which the call was answered. Thank you.”
Robert, Cannock
*What Investment Readers Awards winner – Best Children’s Investment Provider –.
Past performance is not a guide to future performance.
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This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.