F&C Renews Water & Agriculture Fund

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F&C Renews Water & Agriculture Fund

F&C Investments is to revamp its Water and Agriculture fund as a new Global Equity Unconstrained fund

The F&C Global Unconstrained Equity strategy will build a "best ideas" portfolio of 30-40 high-conviction stocks, invest on a long-only basis and focus on attractively valued high-quality companies. The fund will be managed by Jamie Jenkins and Phil Doel.

Mr Doel previously managed F&C's global equity income trust, the British Assets Trust, before it was taken over and renamed by BlackRock.

Mr Jenkins runs the £173.9m Responsible Global Equity fund and the €138m (£99m) Japanese Equity fund.

The Responsible fund has performed well in the past five years, outperforming the sector average. It returned 60.4 per cent in the five years to April, while the Investment Association Global sector returned 52.1 per cent, according to the fund's factsheet.

Source: FTAdviser

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