F&C Asset Management plc

All 13F Filings

Location
Edinburgh, Scotland, X0
Most recent 13F
Q1 2014
Holdings value ($000)
7,918,427
Description
Edinburgh, Scotland based active public markets manager with a manager led governance framework and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and multi sleeve portfolio balancing for institutional portfolio mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through exposure correlation monitoring and portfolio discipline.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2014 5/14/2014 732 7,918,427 13F-HR F&C Asset Management plc
Q4 2013 2/10/2014 730 8,184,273 13F-HR F&C Asset Management plc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 7.523 M 95.0% 0 208.8 K -208.8 K
ETFs 76.61 K 1.0% 0 14.46 K -14.46 K
Debt 319 K 4.0% 0 42.55 K -42.55 K
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Fund Snapshot

Q1 2014
Latest filed
5/14/2014
Total value ($000)
7,918,427
Holdings
732
QoQ value change ($000)
-265,846 (-3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.