Finsbury Growth & Income Trust PLC · LSE:FGT
Finsbury Growth & Income Trust — Shareholder Meeting (February 2022)
21 slides from Finsbury Growth & Income Trust's shareholder meeting presentation, Feb 9, 2022
Slide 1: Finsbury Growth & Income Trust
Finsbury Growth & Income Trust 9th February 2022
Slide 2: If you want different performance you must invest differently
“If you want different performance you must invest differently” Sir John Templeton Annualised Return 2001- 2021 Finsbury Growth & FTSE Relative Year to FGIT: +10.0% Income Trust % All-Share % Return % Dec-01 -10.9 -13.3 +2.4 FTSE All-Share: +5.2% Dec-02 -21.6 -22.7 +1.1 Dividend Growth Per Share Dec
Slide 3: The UK Stock Market vs US Technology
The UK Stock Market vs US Technology 20 year total returns in GBP Finsbury Growth & Income Trust NASDAQ S&P FTSE All-Share 12.0 10.0 £10.63 £9.10 8.0 GBP (£) 6.0 £6.62 4.0 £1 £3.37 2.0 0.0 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 All returns are provided in GBP. Total return is shown f
Slide 4: Finsbury Growth & Income Trust - A Portfolio for 2032
Finsbury Growth & Income Trust - A Portfolio for 2032 39% Digital Winners 30% Luxury/Premium 22% Eternal Brands 9% Private Wealth Managers Luxury includes 40% from Heineken’s weight, to account for 40% of Heineken’s sales in Premium Beers. Beloved/Trusted reduced by comparable amount. Numbers rounde
Slide 5: Winners & Losers 2021
Winners & Losers 2021 What has worked What has not Total Return % Total Return % Sage +50.8 London Stock Exchange Group -22.3 Daily Mail & General Trust* +50.2 Hargreaves Lansdown -8.0 Diageo +43.4 Unilever -6.8 RELX +37.1 Heineken Holdings -0.1 Remy Cointreau +33.2 Burberry +4.4 Experian +30.7 Feve
Slide 6: Source: Experian January 2022.
Source: Experian January 2022.
Slide 7: 1.3 billion people
1.3 billion people Source: Experian January 2022.
Slide 8: 1.3 billion people 166 million businesses
1.3 billion people 166 million businesses Source: Experian January 2022.
Slide 9: 1.3 billion people 166 million businesses 44 Countries
1.3 billion people 166 million businesses 44 Countries Source: Experian January 2022.
Slide 10: 1.3 billion people 166 million businesses 44 Countries
1.3 billion people 166 million businesses 44 Countries 750 million UK records added per month Source: Experian January 2022.
Slide 11: 1.3 billion people 166 million businesses 750 million UK records
1.3 billion people 166 million businesses 44 Countries 750 million UK records added per month 110m D2C accounts (41m in the US) Source: Experian January 2022.
Slide 12: Shift to Analytics
Shift to Analytics EXPERIAN’S TOTAL REVENUES Decisioning Data Other 8% 22% 2015 2021 Source: Experian May 2015 and May 2021 Lindsell Train
Slide 13: Accelerating Revenue Growth
Accelerating Revenue Growth 12% 10% 10% 8% 7% 6% 5% 4% 2% 0% 2016-2021 2020-2021 2021-2026 Annualised Compounded Analysts Estimate Growth Rate Source: Experian January 2022. Lindsell Train - 13 -
Slide 14: Slide 14
Slide 15: Slide 15
Slide 16: Facts!
Facts! Burberry’s first In 2021 the Heineken Oreos were introduced Sage Business Cloud hit non-fungible tokens brand grew at 19.6%, in 1912 and are £1bn revenues for Mythical Games’ double digit growth Generation Z’s in 2021, up 19%. “Blanco’s Bloc Party” in 50 countries. favourite food brand. 25% o
Slide 17: Facts!
Facts! • Refinitiv real time distribution system: 500,000 users, 15,000 licences • LCH clears over 50% of all OTC rate swaps. $3trn daily • LSE has the biggest FX trading platform $446bn daily • TradeWeb hosts 17% US Treasury Bond trading Dove’s “Campaign for Real Beauty” was one of the Added 375,00
Slide 18: Finsbury Growth & Income Portfolio
Finsbury Growth & Income Portfolio Most Recent Annual Portfolio Weightings NAV % Dividend Increase % Diageo 12.52 +5.0 RELX 12.06 +5.0 Mondelez 8.92 +10.5 London Stock Exchange 7.98 +7.0 Unilever 7.86 +1.5 Schroders* 7.75 +6.0 Burberry 6.85 +3.0 Sage Group 6.59 +3.0 Remy Cointreau 5.93 +12.0 Heineke
Slide 19: Sage vs OBIC Business Consultants vs Intuit
Sage vs OBIC Business Consultants vs Intuit 20 year total returns in GBP Intuit OBIC Sage FTSE All-Share 40.0 35.0 £35.66 30.0 25.0 GBP (£) 20.0 15.0 £13.36 10.0 £1 5.0 £5.94 £3.37 0.0 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 All returns are provided in GBP. This is an illustrative exa
Slide 20: Lindsell Train
Lindsell Train Nick Madeline Train Wright UK & Global Deputy Portfolio Equities Manager Nick co-founded Lindsell Train Limited in 2000 and is Madeline joined Lindsell Train in 2012 and was the firm’s Chairman. He is the portfolio manager for promoted to Deputy Portfolio Manager in 2019. She UK equit
Slide 21: Important Notice
Important Notice Private & Confidential – not for public dissemination Contact Details This presentation is intended for use by shareholders of Finsbury Growth & Income Trust, professional investors and persons who are authorised by the UK Financial Conduct Authority (FCA) or those who are permitted
Finsbury Growth & Income Trust — Shareholder Meeting (February 2022) on 6ix