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 – aims to provide income and long-term income growth

The Merchants Trust PLC, which pays quarterly dividends, aims to provide an above average level of income and one which increases over time. It was incorporated in 1889 and has assets in excess of £400m, making it the oldest and largest investment trust that we manage. The trust is managed by Simon Gergel, a Director at RCM with 22 years’ investment experience.
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The Brunner Investment Trust PLC – global potential

Jointly managed by Lucy Macdonald and Jeremy Thomas, The Brunner Investment Trust PLC invests for growth to provide investors with a global equity portfolio. Approximately half of the portfolio is invested in large UK companies, with the remainder spread throughout the world’s equity markets to create a diversified investment portfolio.
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British Portfolio Trust plc – a balanced UK equity portfolio

British Portfolio Trust plc aims to provide growth in capital and income over the long term through investment in a diversified portfolio of UK equities. It consists mainly of the shares of FTSE 100 companies, but has the flexibility to include some medium-sized and smaller companies. Jeremy Thomas who manages the trust says, “The UK equity market has a broad range of sectors to achieve a balanced portfolio of stocks.”
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Charter European Trust plc – Investment Trust of the Year Award (Europe) 2008

The award-winning Charter European Trust plc aims to deliver capital and income growth for investors looking for exposure to continental Europe. Managed by Neil Dwane, CIO for RCM Europe, the trust favours larger European growth companies and benefits from the Manager’s 22 years of investment experience.
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RCM Technology Trust plc – a specialist’s pursuit

The RCM Technology Trust plc is managed by one of the leading technology fund management teams. Based in San Francisco at the heart of the technological-world, RCM’s experienced global technology team have specialist research resources and a thorough understanding of technology and technology companies.
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Endowment Policy Trust

This trust invests in mid-term endowment policies to provide capital growth over their planned life: