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F&C Diversified Growth X GBP Hedged

Ranked 320 out of 342 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Paul Niven

Born in 1973 in Scotland, Paul Niven, graduated from the University of Strathclyde in Glasgow. He joined F&C in 2004 where he is a director and head of multi-asset investments, head of asset allocation and a strategist. Prior to this he was head of strategy at ISIS Asset Management. His financial career began in 1996 at RSA Investments where he was responsible for the investment strategy and managing of Asian equities. Paul hold s the AIIMR qualification and is a member of UKSIP.

Objective

The investment objective of F&C Diversified Growth is to achieve capital appreciation over the medium to long term through a broadly diversified mix of holdings into traditional and alternative assets including equities, bonds, and indirectly property and commodities.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/08/2015 - 31/08/2016
  • Rank 320/342 Total Return
  • Rank 49/342 Standard Deviation
  • Rank 181/342 Max Drawdown
Fund Name Currency Return
318 AXA/AB Investments-AB Global Strategy 40/60 GBP V2 GBP

4.0%

319 Barclays MultiManager Portfolio 3 AD GBP GBP

3.9%

320 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

3.8%

321 AXA/AB Investments-AB Global Strategy 60/40 GBP V2 GBP

3.7%

322 Schroder MM Diversity A Acc GBP

3.6%

Fund Name Currency Risk
48 IFSL Tilney Bestinvest Inc & Gro Pfolio Ret Acc GBP

5.1

49 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

5.1

50 Fidelity Multi Asset Balanced Inc Y Inc Gross GBP

5.1

51 Henderson Cautious Managed Ret Acc GBP

5.1

Fund Name Currency Loss
179 Henderson Multi-Manager Income & Growth A Inc GBP

-3.3%

180 Halifax Cautious Managed C GBP

-3.3%

181 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

182 FP Tatton Oak Distribution B Acc GBP

-3.3%

183 First State Diversified Growth B GBP Acc GBP

-3.3%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.4% -1.0%
2015 5.7% 6.0% -1.5% -1.6% 2.8%
2014 4.0% 0.6% 1.9% -0.1% 1.5%
2013 3.1% 3.6% -3.3% 1.0% 2.0%
2012 6.4% 2.2% -0.1% 3.3% 0.9%
2011 -4.1% 1.0% -1.3% -7.0% 3.4%
2010 5.3% 2.8% -6.9% 7.1% 2.7%
2009 29.2% -6.7% 16.8% 13.0% 4.9%
2008 -40.3% -6.5% 0.8% -12.2% -27.8%
2007 -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Sweden
  11. United Kingdom

Fund Info

  • Launch date03/09/2007
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0308886265
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment800,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Related News

Foreign & Colonial awards £250m portfolio to Potter and Burdett

Foreign & Colonial investment trust has awarded a £250 million global equity mandate to F&C’s multi-manager team

Jeremy Tigue to end 17-year reign on Foreign & Colonial Investment Trust

Paul Niven will replace Tigue on the £2 billion trust on 1 July.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).