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F&C Diversified Growth X GBP Hedged

Ranked 15 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 : 31/12/2014 - 31/12/2015
  • Rank 15/342 Total Return
  • Rank 109/342 Standard Deviation
  • Rank 12/342 Max Drawdown
Fund Name Currency Return
13 FP Brompton Global Balanced B Acc GBP

6.0%

14 Threadneedle Global Multi-Asset Income Z Acc GBP

5.9%

15 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7%

16 HL Multi-Manager Equity & Bond Trust Acc GBP

5.7%

17 CF Seneca Diversified Income Fund A Class GBP

5.6%

Fund Name Currency Risk
107 SVS Cornelian Managed Growth B Acc GBP

6.3

107 Polar Capital Income Opportunities A2 Ret Acc GBP

6.3

109 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

6.3

109 Thesis Optima Balanced Acc GBP

6.3

111 Dimensional Multi-Factor Balance GBP Acc GBP

6.3

Fund Name Currency Loss
10 Fidelity Multi Asset Balanced Inc Y Inc Gross GBP

-3.3%

11 ConBrio Managed Multi-Asset - Retail Inc GBP

-3.3%

12 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

13 Threadneedle Global Multi-Asset Income Z Acc GBP

-3.5%

14 RBS Your Portfolio II Net Acc 1 GBP

-3.6%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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).