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F&C MM Navigator Distribution A Acc

Ranked 149 out of 353 in - Balanced GBP over 12 months
All calculations are in GBP

Managed by

Robert Burdett

After six years at Credit Suisse Robert Burdett, along with co-manager Gary Potter, has launched a new investment boutique in conjunction with Thames River. They have streamlined the 11 multimanager portfolios they presided over and fashioned at Credit Suisse into five portfolios at their new stable. Ironically, Burdett started his career with stockbrokers Buckmaster & Moore in 1985 and left the firm just before its acquisition by Credit Suisse in 1987. After spells with Allied Provincial Securities (now Gerrard) and Berry Asset Management, he moved to Rothschild Asset Management (now Insight) and formed a formidable partnership with Potter, which became the talk of the multi-manager industry. With their reputations firmly established the duo were poached by Credit Suisse and asked to launch the group's multi-manager business. Burdett is responsible for a wide range of funds and unsurprisingly his investment style is closely linked to Potters, with a 'best of breed' approach and the blending of quantitative and qualitative factors being the major features.

Gary Potter

After six years at Credit Suisse Gary Potter, along with co-manager Robert Burdett, has launched a new investment boutique in conjunction with Thames River. They have streamlined the 11 multimanager portfolios they presided over and fashioned at Credit Suisse into five portfolios at their new stable. Born in Bristol in November 1961, Potter was educated locally and is an Associate Member of the Securities Institute. A teenager when he entered the financial world with Natwest Bank in 1981, Potter initially worked as a researcher for the group's private client division before being promoted to a fund of funds manager. In 1996 he joined Rothschild Asset Management (now Insight Investment) and was responsible for its multi-manager business worth about £1.1 billion. In June 2001 he was recruited by Credit Suisse to launch the firm's multi-manager funds. Potter describes all his portfolios as well diversified and he adopts a 'best of breed' approach. His fund selection is multi-faceted and blends quantitative and qualitative factors.


The Fund's investment objective is to achieve a total return with an emphasis on income distribution together with some capital growth. The Fund will seek to achieve its investment objective primarily through investment in shares or units of regulated and/or unregulated collective investment schemes and/or closed ended funds. The Fund may utilise derivatives for hedging and efficient portfolio management purposes and as part of its investment policy. In seeking to achieve its investment objective, the exposure of the Fund directly or indirectly to equities and equity related investments (including for these purposes convertible securities) will be restricted, in respect of up to 60% of the Fund with at least a 30% exposure maintained in fixed interest instruments, securities and cash.


Balanced GBP over : 31/08/2014 - 31/08/2015
  • Rank 149/353 Total Return
  • Rank 64/353 Standard Deviation
  • Rank 119/353 Max Drawdown
Fund Name Loss
118 CF Pru Cautious Portfolio A Inc


119 F&C MM Navigator Distribution A Acc

Currency exposure is hedged

Currency exposure is hedged


120 Scottish Widows Balanced Portfolio A Acc


121 FP Brompton Global Income A Inc


Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.5% -1.4%
2014 5.2% 1.3% 1.3% 1.0% 1.5%
2013 11.9% 6.6% -1.2% 3.1% 3.1%
2012 14.0% 6.1% -1.0% 4.8% 3.6%
2011 -4.2% 0.7% 0.6% -7.4% 2.2%
2010 11.7% 5.7% -4.5% 6.2% 4.2%
2009 20.6% -3.5% 7.2% 13.1% 3.1%
2008 -13.5% -5.0% -2.0% -4.2% -3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
JOHCM UK Equity Income Y Inc 5.70
Ardevora UK Income C 5.13
PFS TwentyFour Dynamic Bond I Inst Inc 4.41
Schroder Strategic Credit L Income 4.18
Schroder Income Maximiser A Inc 3.96
RWC Global Enhanced Dividend B GBP 3.94
Legg Mason Income Optimiser X Inc Inst GBP 3.88
Ashmore SICAV Emerging Markets Tot Rtn I GBP Inc 3.85
Artemis Global Income Inst Inc 3.71
IFSL Harewood US Enhanced Income A 3.69

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2007
  • Share Class size182Mn
  • Base currencyGBP
  • ISIN GB00B23Y3F84
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment100


  • Annual management1.50%
  • Initial investment5

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