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F&C Diversified Growth X GBP Hedged

Ranked 268 out of 351 in - Balanced 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 over : 31/08/2013 - 31/08/2014
  • Rank 268/351 Total Return
  • Rank 33/351 Standard Deviation
  • Rank 116/351 Max Drawdown
Fund Name Return
267 Fidelity PathFinder Freedom 4

6.1%

268 CF Seneca Distribution Ret A Inc

6.1%

268 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

6.1%

270 BlackRock Consensus 60 D Acc

6.0%

Fund Name Loss
116 Barclays UK Balanced Portfolio B Inc

-1.3%

116 Aviva Investors Distribution SC 1 Inc

-1.3%

116 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-1.3%

116 Schroder MM Diversity Balanced A Acc

-1.3%

116 Elite Hasley Multi-Strategy Portfolio III A Inc

-1.3%

116 Henderson Cautious Managed Ret Acc

-1.3%

116 JPM Fusion Balanced A Net Acc

-1.3%

116 Barclays Balanced Portfolio A Acc

Currency exposure is hedged

Currency exposure is hedged

-1.3%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 3.0% 0.6% 1.9% 0.4%
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 size227Mn
  • 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).