Trustnet Magazine Issue 13 December 2015 | Page 13

PENSION

F&C MM NAVIGATOR
DISTRIBUTION
Multi-asset funds are growing in popularity, but only
a handful have track records long enough to draw
conclusions about their manager's skill

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of its IA Mixed Investment 20%-60%
Shares sector since inception.
It has paid the highest dividend of
any multi-asset income fund over
the past five years and has increased
its pay-out in every year since launch
bar one. The fund has also done
well from a capital preservation
perspective given its sector-beating
maximum drawdown, annualised
volatility and risk-adjusted returns as
measured by its Sharpe ratio.
As a result, Square Mile says F&C
MM Navigator is an attractive option
for anyone who wants a core offering
for their portfolio that can deliver a
good and growing source of income.
“The team have established a
robust and consistent investment

MANAGERS: Gary Potter and Rob
Burdett
FUND SIZE: £1.1bn
LAUNCHED: 01/10/2007
OCF: 1.47%

PERFORMANCE OF FUND VS SECTOR SINCE LAUNCH
50%

F&C - MM Navigator Distribution (42.56%)
IA Mixed Investment 20% - 60% Shares (28.54%)

40%
30%
20%
10%
0%
-10%
-20%

Nov

May 15

Nov

May 14

Nov

May 13

Nov

May 12

Nov

May 11

Nov

May 10

Nov

May 09

Nov

May 08

-30%
Nov 07

T

he need for income is only
going to increase over the
coming ye \