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F&C MANAGED GROWTH - Fund overview

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Overview of F&C MANAGED GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. F&C MANAGED GROWTH does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

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Fund summary

Sector  Flexible Investment
Product type  OEIC
Launched  February, 1988
Size  £68m
Yield 0.4%
Charging basis  INCOME
Dividends paid  31/3.
Bid price(inc) 204.20p
Bid price(acc) 223.70p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.72%
Reduction in yield (10yr) 1.72%

Bestinvest says


No information available.

Portfolio

f&c managed growth asset allocation illustration
Allocation Proportion
Equity 89%
High yield bonds
Quality bonds 6%
Property 0%
Commodities
Hedge
Fund cash 5%
f&c managed growth equity geographic illustration
Allocation Proportion
UK 48%
Europe 17%
Nth America 11%
Japan 4%
Pacific 12%
Other Equity 8%
f&c managed growth equity capitalisation illustration
Allocation Proportion
Large Caps 79%
Mid Caps 15%
Small Caps 6%

Investment process


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. Collective investment schemes, securities companies and money markets schemes of other managers may be included from time to time as appropriate.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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