F&C Investment Trust (LSE:FCIT) OCF Margin %: 3.61% (As of Dec. 2025) — 42% Below Median


LSE:FCIT F&C Investment Trust PLC LSE:FCIT
52 GF Score
Price £3.45
GF Value £3.35
Valuation Fairly Valued
! 7 Warning Signs
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What is F&C Investment Trust OCF Margin %?

F&C Investment Trust LSE:FCIT -0.40% 52 OCF Margin % is 3.61% as of Dec. 2025, which is 42% below its 10-year median of 6.21. GuruFocus rates LSE:FCIT with a GF Score™ of 52/100 and a GF Value™ of £3.35 (Fairly Valued). The stock has 7 warning signs investors should review. Among 1,461 Asset Management companies, F&C Investment Trust ranks worse than 56.19% on this metric.

OCF Margin % is calculated as Cash Flow from Operations divided by its Revenue. F&C Investment Trust's Cash Flow from Operations for the six months ended in Dec. 2025 was £24.4 Mil. F&C Investment Trust's Revenue for the six months ended in Dec. 2025 was £675.1 Mil. Therefore, F&C Investment Trust's OCF Margin % for the quarter that ended in Dec. 2025 was 3.61%.

As of today, F&C Investment Trust's current OCF Yield % is 0.91%.

The historical rank and industry rank for F&C Investment Trust's OCF Margin % or its related term are showing as below:

LSE:FCIT' s OCF Margin % Range Over the Past 10 Years
Min: -45.91   Med: 6.21   Max: 10.73
Current: 8.64


During the past 13 years, the highest OCF Margin % of F&C Investment Trust was 10.73%. The lowest was -45.91%. And the median was 6.21%.

LSE:FCIT's OCF Margin % is ranked worse than
56.19% of 1461 companies
in the Asset Management industry
Industry Median: 15.72 vs LSE:FCIT: 8.64


F&C Investment Trust OCF Margin % Related Terms


F&C Investment Trust OCF Margin % Historical Data

* Premium members only.

The historical data trend for F&C Investment Trust's OCF Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

F&C Investment Trust OCF Margin % Chart

F&C Investment Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
OCF Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.19 -9.69 10.73 5.75 8.64

F&C Investment Trust Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
OCF Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.77 5.39 6.41 419.84 3.61

LSE:FCIT vs BLK, BX, KKR: OCF Margin % Comparison

For the Asset Management subindustry, F&C Investment Trust's OCF Margin %, along with its competitors' market caps and OCF Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


F&C Investment Trust OCF Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, F&C Investment Trust's OCF Margin % distribution charts can be found below:

* The bar in red indicates where F&C Investment Trust's OCF Margin % falls into.


LSE:FCIT
52GF Score
F&C Investment Trust PLC LSE:FCIT
OCF Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

F&C Investment Trust OCF Margin % Calculation

OCF Margin % is the ratio of Cash Flow from Operations divided by net sales or Revenue, usually presented in percent.

F&C Investment Trust's OCF Margin for the fiscal year that ended in Dec. 2025 is calculated as

OCF Margin=Cash Flow from Operations (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=59.023/683.357
=8.64 %

F&C Investment Trust's OCF Margin for the quarter that ended in Dec. 2025 is calculated as

OCF Margin=Cash Flow from Operations (Q: Dec. 2025 )/Revenue (Q: Dec. 2025 )
=24.403/675.111
=3.61 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about OCF Margin % →
What does a OCF Margin % of 3.61% mean?
F&C Investment Trust (LSE:FCIT) has a OCF Margin % of 3.61% as of Dec. 2025. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on F&C Investment Trust and its competitors. This is 42% below median its historical median of 6.21. According to the industry distribution chart, F&C Investment Trust ranks #821 out of 1461 companies in the Asset Management industry, placing it in the top 56.2%.
Is F&C Investment Trust's OCF Margin % too high?
F&C Investment Trust's current OCF Margin % of 3.61% is 42% below median its 10-year median of 6.21. The Asset Management industry median OCF Margin % is 15.72. F&C Investment Trust's value of 3.61% is 77% below this industry median. Based on the distribution chart, F&C Investment Trust ranks #821 out of 1461 companies in the Asset Management industry, which is below the industry midpoint. Overall, F&C Investment Trust has a GF Score™ of 52/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does F&C Investment Trust's OCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, F&C Investment Trust ranks #821 out of 1461 companies for OCF Margin %. This places F&C Investment Trust in the lower half of its industry. The industry median OCF Margin % is 15.72. F&C Investment Trust's value of 3.61% is 77% below this benchmark. While the company's 10-year median is 6.21 vs. the industry median of 15.72, F&C Investment Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.72, based on 1,461 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. F&C Investment Trust's current OCF Margin % of 3.61% is 77% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on F&C Investment Trust and its competitors. For the Asset Management industry, the median OCF Margin % is 15.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. F&C Investment Trust's current OCF Margin % is 3.61%, which is 42% below median its own 10-year median of 6.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is F&C Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, F&C Investment Trust (LSE:FCIT) is currently considered Fairly Valued. The stock's GF Value™ is £3.35, compared to a current price of £3.45 — trading 3.1% above its estimated fair value. The current OCF Margin % is 3.61%, which is 42% below median its 10-year median of 6.21 and 77% below the Asset Management industry median of 15.72. F&C Investment Trust's overall GF Score™ is 52/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For F&C Investment Trust (LSE:FCIT), the current OCF Margin % is 3.61% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is F&C Investment Trust (LSE:FCIT) Overvalued in 2026?

Based on GuruFocus' analysis, F&C Investment Trust stock appears to be overvalued. The current stock price of £3.45 is trading 3.1% above its estimated GF Value™ of £3.35. GuruFocus considers F&C Investment Trust to be Fairly Valued.

Key valuation signals for LSE:FCIT:

  • OCF Margin %: 3.61% (42% below median its 10-year median of 6.21)
  • GF Value™: £3.35 vs. price of £3.45 (3.1% above fair value)
  • GF Score™: 52/100 with 7 warning signs
  • Industry Position: 77% below the Asset Management median (#821 of 1461)

No single metric tells the full story. See the LSE:FCIT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


F&C Investment Trust Business Description

Address 78 Cannon Street, Cannon Place, London, GBR, EC4N 6AG
F&C Investment Trust PLC is an investment company. Its objective is to achieve long-term growth in capital and income for its shareholders through a policy of investing in an internationally diversified portfolio of publicly listed equities, as well as unlisted securities and private equity, combined with the use of gearing. Its investment holdings mainly comprise equity securities of listed companies like Amazon, Nvidia, Microsoft, Apple, and others.
52GF Score

Get the complete analysis for LSE:FCIT

OCF Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.45
Price
£3.35
GF Value