In the face of market turmoil this year, F&C Investment Trust have reduced gearing through sales in those areas most under pressure and rotated into names which offer more defensive qualities given the economic backdrop. Below, fund manager, Paul Niven, gives Doceo an update on the fund’s positioning and performance, and highlights why AstraZeneca and Ryanair are two key holdings for the portfolio.

Recorded 5 August 2022.