Report

Update: Active and diversified global exposure

Foreign & Colonial Investment Trust (FRCL) has evolved over the past two years into a more globally diversified portfolio of listed equity, private equity and funds, managed with the aim of achieving long-term growth in capital and income. The trust has recently recorded its 44th consecutive annual dividend increase. Manager Paul Niven, who took charge in 2014, has continued the rebalancing begun by predecessor Jeremy Tigue, with significant reductions in the UK weighting and an increase in Europe, along with a bigger focus on finding income stocks outside the UK. Risk-adjusted performance is now the highest in the peer group over one and three years, and the discount has narrowed substantially in recent months.
Underlying
F&C INVESTMENT TRUST PLC

Foreign & Colonial Investment Trust is an investment trust company investing primarily in an international portfolio of publicly listed equities, as well as unlisted securities and Private Equity. Co. is managed by F&C Investment Business Limited, which also acts as the Alternative Investment Fund Manager.

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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