reports
- Pedro Fonseca
F&C Investment Trust - Attractive long-term total returns
F&C Investment Trust (FCIT) aims to offer a ‘one-stop shop’ for investors looking for diversified equity exposure to both listed and unlisted markets. Over the last 10 years, the trust has delivered annual NAV and share price total returns of 13.6% and 14.4% respectively from a range of both internally and third-party managed strategies. While there has been a prolonged equity bull market for more than a decade since the end of the global financial crisis, FCIT’s manager Paul Niven believe...
- Mel Jenner
F&C Investment Trust - New name, same tried-and-tested approach
F&C Investment Trust (FCIT) recently changed its name from Foreign & Colonial Investment Trust (FRCL). However, there is no change to the objective of generating long-term growth in capital and income, or the strategy of investing in listed and private companies across the globe, using both internal and external managers. While 2018 proved to be a tricky, more volatile period for investors than 2017, with a sharp correction in world markets in the last quarter of the year, FCIT modestly outperfo...
- Mel Jenner
F&C Investment Trust - Still going strong after 150 years
F&C Investment Trust (FCIT) is the world’s oldest investment trust and has a distinguished dividend history. The fund is on course for its 48th consecutive year of dividend increases and an annual distribution has been paid in each of the 150 years since FCIT was launched in 1868. Paul Niven has managed the trust since 2014 and has continued to build on FCIT’s long-term record of outperformance versus its benchmark. Helped by another period of good relative performance in H118, the trust’s...
- Mel Jenner
Foreign & Colonial Investment Trust - Happy birthday, F&C Investment T...
Foreign & Colonial Investment Trust (FRCL) is the oldest investment trust and is celebrating its 150th anniversary. Dividends have been paid every year since the fund was launched and 2017 marked the 47th consecutive annual increase. The board has proposed a subtle change in the name of the trust to F&C Investment Trust and this will be voted on at the April 2018 AGM. FRCL offers investors a diversified ‘one-stop-shop’ for investment in both listed and unlisted global equities. The trust had...
- Mel Jenner
Distinguished dividend history
Foreign & Colonial Investment Trust (FRCL) is the world’s oldest investment fund, heading towards its 150th birthday. Since 2014, it has been managed by Paul Niven, aiming to generate long-term growth in capital and income from a very broad portfolio of primarily listed global equities, although c 7.5% is invested in private equity. The manager is benchmark aware, but takes active positions versus the index allocations. FRCL has a progressive dividend policy; the board has proposed another annua...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
- Mel Jenner
Broad exposure to capital and income growth
Foreign & Colonial Investment Trust (FRCL) is the oldest collective investment fund in the world, dating back to 1868. Manager Paul Niven aims to generate long-term growth in capital and income by investing in a range of focused strategies run both by BMO Global Asset Management and external managers. The portfolio is diversified by geography, sector and style; the trust is overweight Europe ex-UK and emerging markets, and underweight North America. FRCL also invests in private equity. Gearing o...
Update: Global growth in capital and income
Foreign & Colonial Investment Trust (FRCL) is a large, globally diversified fund investing directly and through funds in listed and private equity; external managers are used for some strategies. Performance in 2015 was strong and to the end of February 2016, NAV total returns were ahead of the benchmark over one, three, five and 10 years. A narrowing of the discount in 2015 added to share price total returns. The announced 2015 dividend of 9.6p represents the 45th consecutive annual increase.
Review: Globally diversified and actively managed
Foreign & Colonial Investment Trust (FRCL) is a large, globally diversified fund investing directly and through funds in listed and private equity using specialist sub-managers, aiming to achieve long-term growth in capital and income. Performance has improved over the last year while manager Paul Niven has completed the portfolio rebalancing started in 2013. NAV total returns are ahead of the benchmark and the global sector average over one, three, five and 10 years with a narrowing discount li...
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 Euro...
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