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F&C Diversified Growth X GBP Hedged

Ranked 113 out of 358 in - Balanced GBP over 12 months
All calculations are in GBP

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.

Performance

Balanced GBP over : 31/10/2013 - 31/10/2014
  • Rank 113/358 Total Return
  • Rank 48/358 Standard Deviation
  • Rank 86/358 Max Drawdown
Fund Name Loss
86 Henderson Cautious Managed Ret Acc

-1.3%

86 JPM Fusion Balanced A Net Acc

-1.3%

86 Elite Hasley Multi-Strategy Portfolio III A Inc

-1.3%

86 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-1.3%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 2.8% 0.6% 1.9% -0.1% 0.3%
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% -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 size226Mn
  • Base currencyGBP
  • ISIN LU0308886265
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.0%
  • 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 GBP).