Finsbury Growth & Income Trust – equity proposition
Equity proposition
16 September 2024
Finsbury Growth & Income Trust’s (FGT’s) investment objective is to achieve capital and income growth and provide shareholders with a total return above that of the broad UK market index. It invests principally in the securities of companies either listed in the UK or otherwise incorporated, domiciled or having significant business operations within the UK, while up to a maximum of 20% of the portfolio, at the time of acquisition, may be invested in companies not meeting these criteria. We highlight the key points of FGT’s investment story. 1. FGT has a high-conviction, very concentrated portfolio. 2. The managers seek durable businesses with high returns, low capital intensity and strong cash flow. 3. FGT’s portfolio can be broken down into four themes. 4. FGT has a commendable long-term performance record. MORE »
