Finsbury Growth & Income Trust - Adding to positive performance track record
Finsbury Growth & Income Trust (FGT) is managed by Nick Train, who runs a concentrated portfolio of primarily UK equities, aiming to generate long-term capital and income growth. A key feature is the trust’s low portfolio turnover – initiating a new holding or a complete disposal of a position happens very infrequently. FGT is invested in just four out of 10 sectors of its benchmark FTSE All-Share index. Shareholders have benefited from the manager’s focused, long-term investment approach, with the trust having significantly outperformed its benchmark over the last one, three, five and 10 years. Train remains optimistic on the outlook for FGT’s portfolio companies and has been taking advantage of individual share price pullbacks, adding to some of his largest positions, such as Burberry.Finsbury Growth & Income Trust is an investment trust company. Co.'s investment policy is to invest principally in the securities of U.K. listed companies, whilst up to a maximum of 20.0% of its portfolio, at the time of acquisition, can be invested in quoted companies worldwide. The portfolio will normally comprise up to 30 investments. Co. has appointed Frostrow Capital LLP (Frostrow) as alternative investment fund manager to provide company management, company secretarial, administrative and marketing services. Co. and Frostrow have jointly appointed Lindsell Train Limited as portfolio manager.
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