| Asset Group | Asset Sub-Group | Investment Category |
| Equities | Global equities | Core |
The trust is managed by Paul Niven who joined F&C, later BMO and now Columbia Threadneedle in 1996. Niven fulfils a number of roles. He chairs the investment policy group, has headed the multi-asset-solutions team since 2002, and is head of asset allocation at Columbia Threadneedle following its acquisition of BMO. Niven is supported by the group’s combined multi-asset team, which comprises of around 20 individuals. The process begins with Niven setting the asset-allocation strategy and the level of gearing to be employed. Niven and the team will then select the managers for each region/style they allocate to. There is a preference for in-house managers to help keep costs down, but where Niven feels the resource is lacking, he will employ external managers. The trust has a dual objective is to grow both capital and income, and on the income front, there have been 50 years of consecutive dividend increases. The fund has a gearing limit of 20%, the range over the past three years has been 1% - 15%. Over Niven’s tenure since July 2014 the fund has delivered strong performance when compared to both the benchmark and peers and has benefited from good manager selection. Opinion Niven’s pragmatism combined with a well-executed approach have served investors well over the long term. March 2024 | ||
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