Finsbury Growth & Income Trust

Continued strong performance

1 November 2012

Finsbury Growth & Income Trust’s (FGT) good performance has continued during the last year with FGT outperforming its benchmark, the FTSE All-Share Index, by 7.6% and 6.9% in terms of price total return and NAV total return respectively. The fund has an experienced investment management team and uses a bottom-up strategy to invest in quality companies that are then held for the long term. There is a strong focus on businesses with strong franchises that are well managed, which are held for the long term. FGT maintains a focused portfolio of 25-30 stocks with low turnover (c 6% per annum), which is moderately geared and aims to have an above-average dividend yield. During the last 10 years, FGT has outperformed the FTSE All-Share by 178.0% and 117.5% in terms of price and NAV total return respectively. MORE »

Compelling long-term track record

23 March 2012

Finsbury Growth & Income Trust (FGT) has put in a good performance during the past 12 months, outperforming its benchmark, the FTSE All-Share Index, by 9.5% and 11.9% in terms of NAV total return and price total return respectively. The fund has an experienced investment management team and uses a bottom-up strategy to invest in quality companies that are then held for the long term. FGT maintains a focused portfolio of 25-30 stocks, with low turnover, is moderately geared, and aims to have an above-average dividend yield. MORE »

A distinctive style and a compelling long-term track record

8 September 2011

Finsbury Growth & Income Trust (FGT) has put in a good performance during the past 12 months, outperforming its benchmark, the FTSE All-Share Index, by 7.1% and 9.8% in terms of NAV total return and price total return respectively. The fund has an experienced management team and uses a bottom-up strategy to identify what the manager considers to be undervalued UK-listed companies. FGT is mandated to be permanently geared to enhance returns over the longer term. Net gearing is currently 7.0% but can range between 5% and 20% of net assets. MORE »