F & C Investment Trust Performance and Investment Opportunities

F & C Investment Trust has a strong track record of delivering steady returns to its investors. With a history dating back to 1924, the trust has consistently demonstrated its ability to navigate market fluctuations and provide stable growth.

The trust's investment strategy focuses on investing in a diversified portfolio of UK shares, with a particular emphasis on mid-cap companies. This approach has allowed the trust to tap into the growth potential of smaller companies while minimizing risk.

One of the key drivers of the trust's success is its experienced investment team, which has a proven track record of making informed investment decisions. This team is responsible for selecting the trust's investments and ensuring that they remain aligned with the trust's overall investment objectives.

The trust's performance has been impressive, with a long-term annual return of around 7%. This is a testament to the trust's ability to deliver steady growth over the long term.

The F&C Investment Trust has consistently shown strong performance over the years. Over the past 5 years, the total annual dividends have been substantial, but the exact figures are not provided in the article.

Looking at the performance figures, we can see that the trust has achieved impressive returns. In the last 1 year, the return was 22.4%, while over 5 years, it's a staggering 66.5%. This is impressive, especially when compared to the Global AIC sector, which had a 5-year return of 62.2%.

Here's a summary of the performance figures:

It's worth noting that past performance is not an indication of future performance, so it's essential to keep that in mind when making investment decisions.

Let's take a closer look at the performance figures. Over the past 1 year, F&C Investment Trust has seen a return of 22.4%.

The 3-year return is even more impressive, with a total return of 47.9%. This is a significant increase over the past 5 years, where the return was 66.5%.

As we dive into the performance metrics, let's take a closer look at the traded values. The total traded values over the past 5 years have reached a staggering 5.15 billion.

The average traded value per month over the past year is 5.36 million. This is a significant increase from the 3.83 million average per month just a year ago.

Breaking down the traded values over the past 5 years, we can see that the total traded value has grown exponentially. Here's a summary of the traded values in millions:

As we can see, the traded values have been steadily increasing over the past year, with a significant spike in the past month. This is a promising trend that suggests a strong market performance.

F & C Investment Trust has a long history of operations that date back to 1868. It was established in the United Kingdom and has been listed on the London Stock Exchange since its inception.

The company is also a dual-listed company, meaning it's listed on two exchanges: the London Stock Exchange and the New Zealand Exchange. This dual listing allows investors from different parts of the world to access the company's shares.

F & C Investment Trust is a financial services company that operates as an investment trust. It's one of the oldest investment trusts in the UK, with a rich history of providing investment opportunities to its shareholders.

Here are some key facts about F & C Investment Trust's operations:

The F & C Investment Trust's market performance is a key indicator of its overall health. The total traded value of the trust over the past 5 years is a staggering $5,145.61.

Over the past month, the average traded value has been $3.83. This is a significant drop from the average traded value over the past year, which was $5.36.

Here's a breakdown of the total traded values over different time periods:

The price of an investment can fluctuate, and it's essential to stay up-to-date with the latest numbers.

The chart we're looking at is based on estimated NAV, but it will be updated with actual NAV when available.

As an investor, it's crucial to keep in mind that estimated NAV is just a prediction, and actual numbers may vary.

Traded volumes refer to the number of shares that have been traded in the market. Yesterday, a total of 329,104 shares were traded.

The 1-month average traded volume is 324,413 shares. This indicates a relatively stable trading activity over the past month.

Looking at the 1-year average, we see that 514,275 shares are traded on average. This is significantly higher than the 1-month average, suggesting a more active market.

Over the past 5 years, the average traded volume is 465,422 shares. This shows a steady trading activity over the long term.

Here's a summary of the traded volumes:

F & C Investment Trust offers a range of investment options to suit different risk profiles and investment goals.

The trust has a long history of providing a stable income stream for investors, with a minimum dividend payout of 4% per annum.

Investors can choose from a variety of sectors and asset classes, including UK equities, bonds, and property.

This flexibility allows investors to tailor their portfolio to their individual needs and risk tolerance.

The Net Asset Value (NAV) is a crucial metric for investors to understand. It represents the total value of a fund's assets minus its liabilities, divided by the number of outstanding shares.

In the case of the fund we're looking at, the estimated NAV is 1,236.33p, while the latest actual NAV is 1,238.49p, as of January 13, 2025. This means that the fund's actual value is slightly higher than its estimated value.

The NAV is calculated daily, which provides investors with a clear picture of the fund's performance on a regular basis. The premium/discount is currently -8.60%, indicating that the fund is trading at a discount to its NAV.

Here are the top 10 holdings in the fund, ranked by their weight in the portfolio:

The fund's sector allocation is also worth noting. The top sectors are Technology (22.57%), Financial Services (14.15%), and Consumer Cyclical (10.95%).

F&C Investment Trust has been actively buying back its ordinary shares in recent days. On January 14, they purchased over 12,500 shares.

Their buying spree continued on January 10, when they acquired 15,000 ordinary shares.

The F&C Investment Trust has been a stalwart of the investment world for over 130 years. It was established in 1868.

The trust has a long history of stability and consistency, with its shares having been listed on the London Stock Exchange since 1873.

The F&C Investment Trust has a strong track record of delivering returns to its investors, with a dividend yield of 4.4% as of 2022.

Let's dive into the charts and graphs of the F & C Investment Trust.

The trust's performance can be visualized through a line chart, which shows a steady increase in value over the years, with a few minor dips along the way.

In the 5-year period ending in 2022, the trust's total return was 43.6%, outperforming the FTSE All-Share Index.

The trust's dividend yield has been consistently above 4% over the past 5 years, making it an attractive option for income-seeking investors.

The trust's dividend cover ratio has also been steadily improving, indicating a strong ability to sustain its dividend payments.

A bar chart of the trust's top holdings reveals a diversified portfolio with a mix of large-cap and mid-cap stocks, including some well-known companies in the UK.

The trust's sector allocation is also worth noting, with a significant weighting to the financials and consumer staples sectors.