Dynamic Planner now risk profiles F&C Investment Trust

by | Nov 28, 2023

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Dynamic Planner, the UK’s leading risk based financial planning system, is now risk profiling the world’s oldest collective investment fund, F&C Investment Trust. 

Launched in 1868, F&C Investment Trust Plc is managed by Columbia Threadneedle Investments with Head of Asset Allocation (EMEA), Paul Niven, being the Trust’s Fund Manager. It is a constituent of the FTSE 100 index managing over £5bn in assets[1].

Chris Jones, Chief Proposition Officer at Dynamic Planner, said: “We are delighted to welcome F&C Investment Trust to Dynamic Planner. When it comes to investment trusts, F&C is a household name, and having launched in 1868, it is the oldest collective investment. 

 
 

“In recent years we have seen profound changes, both in the way advice is given and how technology is helping to power advice. If a 157 year old Investment Trust can embrace technology, then so can you. In a client focused world, understanding the client outcome that a solution can deliver is more important than its structure, and appropriately including Investment Trusts enables advisers to maintain a consistency of approach when assessing suitable investment solutions.”

Steve Armitage, Co-Head of UK Wholesale Distribution at Columbia Threadneedle Investments, added: “We are delighted F&C Investment Trust has been added to the suite of investment solutions being risk profiled by Dynamic Planner. Through our longstanding partnership with Dynamic Planner, advisers are now able to select portfolios that are aligned to their clients’ individual risk requirements from across our range of Multi Asset solutions, including our low cost, active CT Universal MAP range, our risk targeted CT MM Lifestyle range and now F&C Investment Trust.”

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