The Investment Trust Range
RCM and its predecessors have been managing investment trusts since 1889, providing investors with access to investment markets around the world through professionally managed portfolios. Each trust benefits from the expertise of the RCM fund managers yet, as a company listed on the London Stock Exchange, it is independent and is overseen by its own Board of Directors.
RCM is the award-winning global asset manager and equities specialist within Allianz Global Investors. With offices strategically located in the US, Europe and Asia, RCM uses its global research platform to search out investment opportunities. Research is the cornerstone of RCM’s process and includes the complementary research resource, Grassroots® Research which is unique to RCM. Grassroots is a network of independent researchers dedicated to uncovering and investigating marketplace trends.
At RCM, we believe, the better the investment research, the better the investment decision which is why research plays a crucial role across the range of trusts that we manage:
The Merchants Trust PLC – A history you can count on
Investing in large UK companies, the Merchants Trust PLC aims to provide an above average level of income which increases over time. It was incorporated in 1889 and has assets in excess of £550m (as at 31 December 2010), making it the oldest and largest investment trust in our range. The trust is managed by Simon Gergel, a Director at RCM with 23 years' investment experience.
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The Brunner Investment Trust PLC – The UK and beyond in a single portfolio
Jointly managed by Lucy Macdonald and Jeremy Thomas, the Brunner Investment Trust PLC provides investors with a globally diversified equity portfolio. It combines a base in the UK with the freedom to invest globally. Through Brunner, investors can access a spread of high quality companies in a single portfolio.
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British Portfolio Trust plc – A balanced UK-focused equity investment
The British Portfolio Trust aims to provide growth in capital and income over the long term through investment in a diversified portfolio of UK equities. The broad range of sectors within the UK equity market helps achieve a balanced portfolio of stocks. As over half of the companies listed on the London stock exchange also derive profits from overseas, manager Jeremy Thomas takes full advantage of RCM's global research capabilities.
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Charter European Trust plc – A concentrated portfolio of European stocks
The Charter European Trust aims to deliver capital and income growth for investors looking for exposure to a handpicked portfolio of continental European stocks. Managed by Neil Dwane, CIO for RCM Europe, the trust benefits from the significant experience of this senior manager.
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RCM Technology Trust plc – Capturing the imagination
From entertainment to manufacturing and from education to energy, technology has the ability to change lives on a global scale. The Technology Trust connects investors to this fast-moving world. The trust is managed by Walter Price, Managing Director and co-head of the award-winning RCM global technology team. Based in San Francisco, the team manages over $3.6bn in assets1 and has specialist research resources which enhance its expertise in this sector. Walter Price has been analysing technology stocks for more than 35 years.
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1 Source: RCM as at 31.12.10. Competition among technology companies may result in aggressive pricing of their products and services, which may affect the profitability of the companies in which the Trust invests. In addition, because of the rapid pace of technological development, products or services developed by these companies may become rapidly obsolete or have relatively short product cycles. This may have the effect of making the Trust's returns more volatile than the returns of a fund that does not invest in similarly related companies. Some of the trusts seeks to enhance returns for its shareholders through gearing. Gearing can boost a trust's returns when investments perform well, though losses are magnified when investments lose value. You should be aware that these trusts may be subject to sudden and large falls in value and you could suffer substantial capital loss. For more details, please click on the Quick Links for details of each Trust. Past performance is not a reliable indicator of future performance. You should not make any assumptions on the future on the basis of performance information.
