F&C Managed Portfolio Trust

Celebrating 10 years since launch

21 May 2018

F&C Managed Portfolio Trust (FMPT) has a differentiated structure comprising two listed portfolios: income (FMPI) and growth (FMPG). The trust is celebrating its 10th anniversary, and both portfolios have outperformed the benchmark FTSE All-Share index over three and 10 years, while FMPG has also outperformed over one and five years. Any income generated by FMPG is transferred to FMPI in exchange for an equal amount of capital, boosting their respective capital growth and income prospects. FMPI and FMPG have recently changed their Association of Investment Companies (AIC) classifications from the Global Equity Income and Global sectors respectively, to the Flexible Investment sector, which the manager says is a more relevant peer group. FMPI has grown its annual dividend regularly since 2012 and is currently yielding 4.0%. MORE »

Diverse exposure with income and growth options

22 March 2017

F&C Managed Portfolio Trust (FMPT), launched in 2008, comprises two listed investment portfolios – an income portfolio (FMPI) and a growth portfolio (FMPG) – this is a differentiated structure for an investment trust. These portfolios provide investors with a long-term savings vehicle. Both portfolios hold at least 25 investments (currently concentrated portfolios of c 40 investment companies); they are benchmarked against the FTSE All-Share index, however, there are no maximum levels set for underlying exposures to geographic regions or sectors. A unique feature of FMPT is that any net income generated by FMPG is transferred to FMPI in exchange for capital, which benefits the income prospects for FMPI and potential capital growth prospects for FMPG. NAV total returns for both portfolios have outperformed the benchmark over one, three and five years. MORE »