3IN.L vs. FCIT.L
3IN.L (3I Infrastructure plc) and FCIT.L (F&C Investment Trust plc) are both stocks. Both operate in the Collective Investments industry within the Financial Services sector. Over the past 10 years, 3IN.L returned 11.20%/yr vs 14.04%/yr for FCIT.L. At a 0.28 correlation, their price movements are largely independent.
Performance
3IN.L vs. FCIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, 3IN.L achieves a -0.67% return, which is significantly lower than FCIT.L's 9.92% return. Over the past 10 years, 3IN.L has underperformed FCIT.L with an annualized return of 11.20%, while FCIT.L has yielded a comparatively higher 14.04% annualized return.
3IN.L
- 1D
- 0.95%
- 1M
- -0.27%
- YTD
- -0.67%
- 6M
- -1.33%
- 1Y
- 12.67%
- 3Y*
- 9.53%
- 5Y*
- 7.60%
- 10Y*
- 11.20%
FCIT.L
- 1D
- -0.12%
- 1M
- 3.75%
- YTD
- 9.92%
- 6M
- 11.43%
- 1Y
- 27.55%
- 3Y*
- 16.41%
- 5Y*
- 12.01%
- 10Y*
- 14.04%
3IN.L vs. FCIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
3IN.L 3I Infrastructure plc | -0.67% | 22.18% | 2.54% | -0.26% | -2.67% | 18.80% | 8.07% | 17.48% | 21.28% | 15.84% |
FCIT.L F&C Investment Trust plc | 9.92% | 14.68% | 16.94% | 10.03% | -0.89% | 19.40% | 4.62% | 22.88% | -0.57% | 21.05% |
Correlation
The correlation between 3IN.L and FCIT.L is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2007 | 0.28 |
Fundamentals
3IN.L:
£3.43B
FCIT.L:
£1.65B
3IN.L:
£0.68
FCIT.L:
£3.45
3IN.L:
5.46
FCIT.L:
0.99
3IN.L:
5.67
FCIT.L:
0.93
3IN.L:
0.92
FCIT.L:
0.27
3IN.L:
£604.00M
FCIT.L:
£1.78B
3IN.L:
£499.00M
FCIT.L:
£1.77B
3IN.L:
£659.00M
FCIT.L:
£1.04B
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Return for Risk
3IN.L vs. FCIT.L — Risk / Return Rank
3IN.L
FCIT.L
3IN.L vs. FCIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Infrastructure plc (3IN.L) and F&C Investment Trust plc (FCIT.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 3IN.L | FCIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.42 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.98 | 3.84 | -2.87 |
| Martin ratioReturn relative to average drawdown | 2.83 | 13.93 | -11.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 3IN.L | FCIT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 2.27 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.75 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.81 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.60 | -0.03 |
Drawdowns
3IN.L vs. FCIT.L - Drawdown Comparison
The maximum 3IN.L drawdown since its inception was -41.42%, smaller than the maximum FCIT.L drawdown of -49.87%. Use the drawdown chart below to compare losses from any high point for 3IN.L and FCIT.L.
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Drawdown Indicators
| 3IN.L | FCIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.42% | -49.87% | +8.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.32% | -7.14% | -8.18% |
Max Drawdown (3Y)Largest decline over 3 years | -15.32% | -19.70% | +4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -20.10% | -19.70% | -0.40% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | -39.19% | -2.23% |
Current DrawdownCurrent decline from peak | -3.51% | -0.12% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -9.12% | +4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 1.97% | +3.33% |
Volatility
3IN.L vs. FCIT.L - Volatility Comparison
3I Infrastructure plc (3IN.L) has a higher volatility of 4.12% compared to F&C Investment Trust plc (FCIT.L) at 3.19%. This indicates that 3IN.L's price experiences larger fluctuations and is considered to be riskier than FCIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 3IN.L | FCIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 3.19% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 12.24% | 9.63% | +2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.47% | 12.11% | +4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.94% | 15.97% | +1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 17.37% | +3.86% |
Dividends
3IN.L vs. FCIT.L - Dividend Comparison
3IN.L's dividend yield for the trailing twelve months is around 3.51%, more than FCIT.L's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3IN.L 3I Infrastructure plc | 3.51% | 3.49% | 3.87% | 3.58% | 3.23% | 2.86% | 3.08% | 3.03% | 15.84% | 3.70% | 3.96% | 13.36% |
FCIT.L F&C Investment Trust plc | 1.21% | 1.28% | 1.36% | 3.07% | 1.46% | 1.33% | 1.47% | 1.49% | 1.71% | 1.57% | 1.78% | 2.11% |
Financials
3IN.L vs. FCIT.L - Financials Comparison
This section allows you to compare key financial metrics between 3I Infrastructure plc and F&C Investment Trust plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
3IN.L vs. FCIT.L - Profitability Comparison
3IN.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, 3I Infrastructure plc reported a gross profit of 71.00M and revenue of 103.00M. Therefore, the gross margin over that period was 68.9%.
FCIT.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, F&C Investment Trust plc reported a gross profit of 698.48M and revenue of 698.48M. Therefore, the gross margin over that period was 100.0%.
3IN.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, 3I Infrastructure plc reported an operating income of 45.00M and revenue of 103.00M, resulting in an operating margin of 43.7%.
FCIT.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, F&C Investment Trust plc reported an operating income of 685.51M and revenue of 698.48M, resulting in an operating margin of 98.1%.
3IN.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, 3I Infrastructure plc reported a net income of 37.00M and revenue of 103.00M, resulting in a net margin of 35.9%.
FCIT.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, F&C Investment Trust plc reported a net income of 666.63M and revenue of 698.48M, resulting in a net margin of 95.4%.
Frequently Asked Questions
3IN.L and FCIT.L have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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