Portfolio Manager Factsheet

January 2018

“Should I sell my Unilever (Diageo, Heineken, Mondelez, RELX) shares when interest rates go up?”. People have been asking us this, or a variant of it, for years and as a result we have a well-rehearsed and multi-part answer. This month I switched some of our remaining Kraft – inherited from Cadbury – into Unilever.  Kraft’s shares had held up better and the dividend yields on the two were just about the same.

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Finsbury Growth & Income Trust PLC conducts its affairs so that its shares can be recommended by independent financial advisers (IFAs) to retail private investors. The shares are excluded from the Financial Conduct Authority's (FCA's) restrictions which apply to non-mainstream investment products because they are shares in a UK-listed investment trust.