Finsbury Growth and Income Fund (LSE:FGT) is FTSE250 stocks that I’ve been more bullish on lately. In particular, I like that manager Nick Train has a prominent role in the game.

When executives or founders own a significant portion of the company, their interests are aligned with those of shareholders. And while an in-game skin alone doesn’t guarantee success, I’d really like to see it.

Let’s take a closer look at the stock market.

SaaS apocalypse

Finsbury’s growth and earnings is an investment fund with a very concentrated portfolio. Indeed, almost 52% of them are invested Unilever, London Stock Exchange (LSEG), Sage, ExperimentAND RELAX. And 58% are data/software/platform companies.

The danger with this approach, of course, is that performance can really suffer if a few of the top companies struggle. And that’s exactly what happened when key shares became victims of the software sell-off (aka the SaaS apocalypse).

Here’s how four of the biggest positions performed over the past year:

• LSEG: -17.8%
• Sage: -34.4%
• Experiment: -32.9%
• RELX: -37.4%

As a result, the trust’s performance has diverged significantly FTSE All Share Index from the end of 2025

The benefits of data

However, I think there is a risk that these names were written down too quickly. Train certainly thinks so, writing recently that these tech companies “they are much more likely to be beneficiaries of artificial intelligence than its victims“.

Reason? Proprietary business data that is “constantly replenish“This is something that,” Train says,AI models are eager to get their hands on them“.

The numbers quoted by the manager are certainly dizzying. Experian’s confidential data on millions of people and companies around the world is updated one billion times each month, while RELX’s risk division conducts 450 million identity checks a day.

Meanwhile, LSEG price updates and data points are growing at a rate of 15 million recent messages per second. The company actively licenses its data to artificial intelligence companies.

As for Sage, which provides accounting and tax compliance software, it is seeing growth with recent AI-powered tools and services. CEO Steve Hare rejected the notion that general AI will replace CFOs and accountants, calling it “witty“.

Outside of data platforms, Finsbury also holds major positions in the industry Diageo AND Burberry. In both cases, the first signs of potential economic recovery have recently appeared, although macroeconomic conditions remain very complex.

What income is on offer?

I believe that it is essential to align the interests of the investment manager and the investor.
Nick Train

Train has been buying shares over the past few years, raising its stake to 5.6% in April. This is unusually high for an investment fund.

It’s also worth noting that Finsbury is increasing its dividend significantly. From October, the payout will enhance by at least 50% to around 30p per share.

At the current price of 738p, this translates into a forward-looking dividend yield of 4%.

Finally, the stock is trading at a nearly 7% discount to the underlying assets. For thinking investors FTSE100 As the data/software companies mentioned above will benefit or be destroyed by AI, it’s worth taking a closer look at Finsbury stock now.

A discount of 7% and a dividend yield of 4% certainly sweeten the investment case.

Should you invest £5,000 in Finsbury Growth & Income Trust Plc now?

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Ben McPoland owns shares in Diageo and Sage.