Portfolio Manager Factsheet

June 2018

“In the future all companies will be Internet companies”. We continue to find Andy Grove’s observation of great relevance for understanding the performance of the UK and global equity markets in 2018, and indeed of our portfolio. We must acknowledge that our three biggest so-called “quality growth” holdings – Diageo, RELX and Unilever all underperformed the FT All-Share over the first half of the year.

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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.