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F&C Investment Trust
F&C Investment Trust (FCIT) investor relations material
F&C Investment Trust Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary28 Jan, 2026
Portfolio strategy and performance
Maintains a diversified global portfolio focused on listed and private equity, with a market cap around £6 billion and a long-term record of rising dividends above inflation.
Shifted from a UK-biased to a global approach in 2013, resulting in strong shareholder returns and outperformance versus UK indices.
Achieved a 14.6% shareholder return last year and 12.0% NAV growth in 2025, outperforming benchmarks and ranking in the second quartile among global peers; five-year NAV return is the strongest among peers.
Ongoing cost focus with an OCF of 0.45% (45 basis points), and low-cost fixed-rate debt averaging 2.4% interest, immunizing against recent rate rises.
Majority of assets are in North America, with technology as a significant sector; top holdings include NVIDIA, Microsoft, Alphabet, Apple, and Amazon.
Investment objectives and approach
Aims for long-term growth in capital and income, with exposure to both listed and unlisted global growth assets.
Employs a blend of focused active strategies and is committed to a net zero carbon portfolio by 2050 or earlier.
Consistent management history with only 11 managers in 150 years and 54 consecutive years of dividend increases.
Financial structure and cost efficiency
Market capitalization stands at £5.9bn, with total assets of £6.6bn and £580m in fixed-rate debt at a blended rate of 2.4%.
Management fees are based on market capitalization to align with shareholder interests.
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Next F&C Investment Trust earnings date
H1 202631 Jul, 2026
F&C Investment Trust
Next F&C Investment Trust earnings date
H1 202631 Jul, 2026
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