F&C Investment Trust plc (FCIT.L)
F&C Investment Trust plc operates as an investment company. Its objective is to secure long term growth in capital and income from an international investment portfolio. F&C Management Limited manages the investment portfolio of the company. The company is based in London, the United Kingdom.
Company Info
| ISIN | GB0003466074 |
|---|---|
| Sector | Financial Services |
| Industry | Collective Investments |
Highlights
| Market Cap | £5.38B |
|---|---|
| EPS (TTM) | £1.92 |
| PE Ratio | 5.79 |
| Total Revenue (TTM) | £1.02B |
| Gross Profit (TTM) | £1.01B |
| EBITDA (TTM) | £332.53M |
| Year Range | £851.98 - £1,114.00 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FCIT.L vs. LWDB.L, FCIT.L vs. ATST.L, FCIT.L vs. HMWO.L, FCIT.L vs. SWDA.L, FCIT.L vs. IWDA.L, FCIT.L vs. JGGI.L, FCIT.L vs. MYI.L, FCIT.L vs. CTY.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in F&C Investment Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
F&C Investment Trust plc had a return of 17.36% year-to-date (YTD) and 24.75% in the last 12 months. Over the past 10 years, F&C Investment Trust plc had an annualized return of 11.25%, which was very close to the S&P 500 benchmark's annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 17.36% | 25.45% |
| 1 month | 5.50% | 2.91% |
| 6 months | 7.68% | 14.05% |
| 1 year | 24.75% | 35.64% |
| 5 years (annualized) | 10.76% | 14.13% |
| 10 years (annualized) | 11.25% | 11.39% |
Monthly Returns
The table below presents the monthly returns of FCIT.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.61% | 0.82% | 1.43% | -0.05% | 1.92% | 0.56% | 4.35% | -2.65% | 0.19% | 1.71% | 17.36% | ||
| 2023 | 5.79% | -1.47% | -3.09% | -1.32% | -0.89% | -1.42% | 2.64% | -3.02% | 1.96% | -3.70% | 4.25% | 8.95% | 8.11% |
| 2022 | -6.29% | -3.58% | 4.20% | -3.02% | -0.36% | -3.09% | 8.80% | -0.68% | 3.21% | 0.02% | 3.01% | -2.16% | -0.89% |
| 2021 | -2.83% | -0.92% | 6.09% | 6.80% | -0.12% | -0.59% | 0.94% | 5.41% | -4.12% | 4.79% | 0.22% | 2.89% | 19.40% |
| 2020 | -3.03% | -9.07% | -15.18% | 13.69% | 3.41% | 2.40% | -2.09% | 5.11% | -2.43% | 1.00% | 9.17% | 4.93% | 4.62% |
| 2019 | 5.69% | 1.05% | 2.37% | 1.42% | -2.72% | 3.09% | 4.27% | -3.57% | 0.71% | -0.15% | 4.98% | 3.66% | 22.35% |
| 2018 | 2.32% | -1.66% | -3.99% | 4.96% | 4.12% | 1.46% | 3.03% | 2.24% | -0.82% | -7.18% | 2.38% | -7.99% | -2.15% |
| 2017 | 0.46% | 3.57% | -0.35% | -0.09% | 4.35% | -0.34% | 2.22% | 3.26% | -1.94% | 2.56% | 1.45% | 2.54% | 18.95% |
| 2016 | -5.81% | 1.75% | 0.82% | 0.07% | 1.40% | 3.32% | 6.09% | 3.38% | 0.41% | 4.19% | -0.67% | 4.92% | 21.13% |
| 2015 | 7.20% | 1.00% | -2.95% | -1.58% | 4.23% | -4.60% | 2.57% | -3.17% | -2.70% | 3.78% | 2.26% | 1.17% | 6.67% |
| 2014 | -2.41% | 3.42% | -2.54% | -1.34% | 3.05% | 0.05% | -0.18% | 3.58% | 0.33% | 2.58% | 4.62% | 0.05% | 11.45% |
| 2013 | 6.73% | 3.94% | 1.30% | 0.86% | 3.37% | -4.15% | 5.80% | -3.67% | 0.81% | 5.15% | -0.50% | 0.66% | 21.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FCIT.L is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for F&C Investment Trust plc (FCIT.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
F&C Investment Trust plc provided a 1.36% dividend yield over the last twelve months, with an annual payout of £0.15 per share. The company has been increasing its dividends for 9 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.15 | £0.14 | £0.13 | £0.12 | £0.12 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 |
Dividend yield | 1.36% | 1.45% | 1.46% | 1.33% | 1.47% | 1.13% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 2.86% |
Monthly Dividends
The table displays the monthly dividend distributions for F&C Investment Trust plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.03 | £0.00 | £0.00 | £0.05 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.15 | |
| 2023 | £0.03 | £0.00 | £0.00 | £0.04 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.14 |
| 2022 | £0.03 | £0.00 | £0.00 | £0.04 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.13 |
| 2021 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.12 |
| 2020 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.12 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.09 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2013 | £0.02 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the F&C Investment Trust plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the F&C Investment Trust plc was 62.23%, occurring on Dec 31, 1974. Recovery took 913 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.23% | Nov 30, 1973 | 283 | Dec 31, 1974 | 913 | Jun 30, 1978 | 1196 |
| -49.7% | Sep 5, 2000 | 626 | Jan 28, 2003 | 797 | Feb 17, 2006 | 1423 |
| -41.78% | Oct 12, 2007 | 352 | Mar 3, 2009 | 447 | Dec 7, 2010 | 799 |
| -39.19% | Feb 20, 2020 | 21 | Mar 19, 2020 | 181 | Dec 4, 2020 | 202 |
| -37.5% | Oct 30, 1987 | 22 | Nov 30, 1987 | 380 | May 15, 1989 | 402 |
Volatility
Volatility Chart
The current F&C Investment Trust plc volatility is 3.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for F&C Investment Trust plc.
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Income Statement
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