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F&C Managed Growth

Ranked 36 out of 93 in - Flexible 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 Fund aims to achieve medium to long term capital growth through investment in a selected portfolio of shares in other authorised and recognised collective investment schemes. The portfolio will usually consist of shares in other F&C collective investment schemes including securities companies and money market schemes covering a wide spread of domestic and international equity and fixed interest assets including an element of currency exposure.

Performance

Flexible GBP over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 3.4% -0.3% 1.7% 1.4% 0.5%
2013 14.6% 10.8% -2.5% 2.7% 3.3%
2012 12.1% 8.3% -4.5% 5.5% 2.8%
2011 -10.8% 0.4% 0.6% -15.2% 4.2%
2010 13.7% 6.5% -9.0% 8.4% 8.2%
2009 22.0% -8.0% 10.2% 17.0% 2.8%
2008 -30.0% -10.8% -3.2% -12.5% -7.3%
2007 7.9% 4.2% 5.0% -0.9% -0.5%
2006 13.5% 9.2% -6.7% 3.6% 7.6%
2005 22.2% 2.5% 4.3% 8.6% 5.2%
2004 10.3% 2.1% 0.3% 1.3% 6.4%
2003 21.2% -5.5% 12.9% 5.9% 7.3%
2002 -24.0% 3.3% -11.8% -18.7% 2.5%
2001 -12.9% -8.2% 1.8% -16.3% 11.3%
2000 -5.2% 2.3% -1.2% -1.2% -5.1%
1999 27.3% 5.5% 5.8% -3.6% 18.4%
1998 16.0% 13.1% 1.1% -11.9% 15.2%
1997 17.4% 5.7% 6.9% 7.8% -3.7%
1996 14.6% 6.7% 3.3% 3.2% 0.7%
1995 5.8% 0.9% 4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2012

Top 10 Holdings

Stock Size
F&C FTSE All-Share Tracker 4 Inc 14.15
F&C Institutional European 4 Inc 9.73
F&C UK Alpha 4 Acc 9.42
F&C North American 4 Inc 9.33
F&C North American 4 Acc 7.79
F&C Japanese Equity I GBP 5.36
F&C Asian Alpha 2 Inc 5.36
F&C UK Equity Income 4 Inc 4.69
F&C Institutional Aggregate Fixed Interest Fund Share Class: 4 Acc 4.28
F&C Strategic Bond 4 Inc 3.36
31/12/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/02/1988
  • Share Class size67Mn
  • Base currencyGBP
  • ISIN GB0033141846

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5

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