Report

F&C Managed Portfolio Trust - Unique fund structure offering income and growth

F&C Managed Portfolio Trust (FMPT) is an investment trust with a differentiated structure. It consists of two listed investment portfolios: an income portfolio (FMPI) and a growth portfolio (FMPG). A unique feature of FMPT is that income generated by FMPG is transferred to FMPI in exchange for capital, boosting the income prospects of FMPI and the potential capital growth prospects for FMPG. Although both listed portfolios are benchmarked against the FTSE All-Share index, the manager follows an unconstrained investment approach, with each portfolio generally holding c 40 investment companies. Both FMPI and FMPG have outperformed the benchmark over one, three and five years (to 30 September) and since they were launched in April 2008. FMPI’s annual dividend has increased every year since 2012; its current yield is 3.9%.
Underlying
BMO Managed Portfolio Trust

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Mel Jenner

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