F&C Asset Management
|A wholly owned subsidiary of Bank of Montreal (BMO)|
|Headquarters||London, England, UK|
|Revenue||£257.5 million (2013)|
|£38.5 million (2013)|
|£10.2 million (2013)|
F&C Asset Management Plc is an international asset management company and is part of BMO Global Asset Management.
F&C’s head office is at the heart of the City of London in Exchange House, Primrose Street, London.
F&C can trace its roots back to 1868, when Foreign & Colonial Investment Trust, the world’s first investment trust was launched. In 2014 F&C Investments became part of BMO Global Asset Management, and ultimately the BMO Financial Group, which has been helping millions of customers meet a spectrum of financial needs as the trust reaches its 150th Anniversary.
Through the years, F&C has grown as a business and evolved to become a global organisation. Partnering with BMO Global Asset Management has allowed F&C Investments to combine the key strengths of both businesses in order to give customers even greater investment options.
Operations & Regional Expertise
F&C Investments currently have over 25 offices in 14 countries around the world, and coverage is growing. This local presence helps ensure F&C Investments truly understand the specific needs clients, and work with clients to achieve specific investment goals.
F&C have four regional investment hubs, in London, Toronto, Chicago and Hong Kong, as well as a number of strategically placed investment boutique specialist teams. This global approach ensures a healthy balance combining superior local knowledge and shared best practice.
Products & Investment Trusts
With 10 investment trusts, F&C Investments offer a range of investment opportunities including access to equities, bonds, property and private equity. F&C trusts have different aims and strategies with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit
The portfolio of funds include;
- European Assets Trust
- F&C Capital and Income Trust
- F&C Commercial Property Trust
- F&C Global Smaller Companies
- F&C Managed Portfolio Trust
- F&C Private Equity Trust
- F&C UK High Income Trust plc
- F&C UK Real Estate Investments
- Foreign & Colonial Investment Trust
- TR Property Trust
F&C Investments also provide a range of savings plans designed to meet varying investment goals including;
- Savings plans for children;
- Junior ISA
- Children’s Investment Plan
- Child Trust Fund
- Investment Trust ISA
- Private Investor Plan
On 7 May 2014, F&C Investments was acquired by Bank of Montreal through its wholly owned subsidiary, BMO Global Asset Management (Europe) Limited. Prior to this it was listed on the London Stock Exchange.
- F&C – A History of Foreign & Colonial Investment Trust by Neil McKendrick and John Newlands, 1999.