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F&C MM Navigator Distribution

Elite Rated by FundCalibre

Rob Burdett and Gary Potter, along with their team of six, aim to deliver investors a high and reliable income, with the potential for capital growth. This multi-manager, multi-asset portfolio generally contains between 25 and 35 individual funds, balancing diversification and risk.

Company Description

F&C is an investment manager with a history stretching back to the nineteenth century. It is a wholly-owned subsidiary of Bank of Montreal (BMO) and is part of BMO Global Asset Management, specialising in equities, bonds, property and multi-asset investing.

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Fund Manager

Rob and Gary are co-heads of this experienced and well-resourced team. Rob and Gary have worked together for more than 20 years and the majority of their team have worked together for over a decade.

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The key to our process is our team, who have stayed together through three different businesses - some of us have never worked with anyone else! - and the average tenure is longer than the average marriage.

Gary Potter - Fund Manager

The Investment Process

This team has delivered the majority of its returns from fund selection rather than asset allocation. Meeting managers is central to their process, and they have developed a unique skill in finding specialist funds from boutique managers with a focus on sustainable high yield.

Risk

Holding around 30 funds, the team use diversification as a key tool in reducing risk. They don’t take extreme bets and do a lot of work analysing correlations between the funds in which they want to invest.

Our Opinion

Rob and Gary lead one of the most experienced and best established multi-manager teams in the city. This fund has consistently delivered a high income with capital appreciation. The managers’ ability to find less well known funds and then blend them together makes this a very interesting fund for income seekers.

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©2014 FundCalibre Limited. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not ,guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating.