I attended the AGM this morning, as I have a holding in a Bare Trust for one of my grandchildren.
Julian Cane gave a very upbeat report, covering both recent performance and the last 20 years, since he became Fund Manager. Using the FTAS as a benchmark, it has done consistently better than the index, with only the odd year of underperformance. The Annual Report can be downloaded from https://www.fandc.com/uk/private-invest ... ent-trust/ and the KPIs are on page 15/82.
A good question and answer session, and with the usual light attendance there was a good chance to discuss things with the Directors afterwards.
TJH
Got a credit card? use our Credit Card & Finance Calculators
Thanks to Rhyd6,eyeball08,Wondergirly,bofh,johnstevens77, for Donating to support the site
FCI Agm
-
- Lemon Half
- Posts: 8286
- Joined: November 4th, 2016, 11:20 am
- Has thanked: 919 times
- Been thanked: 4137 times
Return to “Investment Trusts and Unit Trusts”
Who is online
Users browsing this forum: No registered users and 20 guests