The Association of Investment Companies (AIC) represents investment trusts – the oldest form of collective investment. Today, the AIC has 350 member investment companies, investment trusts and venture capital trusts (VCTs) and the industry has total assets of £267bn.
The AIC’s vision is for investment companies to be understood and considered by every investor. Its mission is to support and promote the long-term benefits of investment companies by engaging with members, investors, and the wider financial community.
The AIC’s website offers free data, tools and guides to help investors research investment companies. Private investors can find and compare investment companies, set up portfolios and alerts, and learn more about how investment companies compare to other kinds of collective investment.
Investors can also register for the AIC’s monthly newsletter, Compass, which features views from investment company managers and takes a closer look at topical issues within the investment company sector.
If you’re keen to capture the potential offered by global investment markets, turn to abrdn investment trusts. Managed by teams of experts, each trust is designed to bring together the most compelling opportunities we can find to target the investment growth or income you’re looking for.
abrdn is a global investment company that helps clients and customers plan, save, and invest for the future. Our purpose is to enable our clients to be better investors.
We manage and administer £508bn of assets for clients (as at 31 March 2024) and our strategy is to deliver client-led growth. We are structured around three businesses – Investments, Adviser and ii – focused on the changing needs of our clients.The capabilities in our Investments business are built on the strength of our insight – generated from wide-ranging research, worldwide investment expertise and local market knowledge.
Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their businesses and their clients.
interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save and invest in the way that works for them.
For more information and to sign up for updates on the range of investment trusts managed by abrdn, please visit abrdn.com/trusts
The value of investments and the income from them can go down as well as up and investors may get back less than the amount invested.
Alliance Witan aims to be a core equity holding for investors that delivers a real return over the long term through a combination of capital growth and a rising dividend. The Company invests primarily in global equities across a wide range of industries and sectors to achieve its objective.
The Company’s investment manager, WTW, has appointed a number of Stock Pickers with different styles, who each ignore the benchmark and only buy a small number of stocks in which they have strong conviction. Therefore, we believe investors get the benefit of both highly focused stock picking to increase potential outperformance versus the benchmark and manager diversification which should reduce risk and volatility.
Allianz Global Investors and its predecessors have been managing investment trusts since 1889, providing investors with access to investment opportunities around the world. Each trust is a company listed and traded on the London Stock Exchange that has its own independent board of directors whose duty it is to look after your interests as an investor.
Established in 1889, The Merchants Trust PLC aims to provide its investors with an efficient, competitive and cost-effective way to achieve an above average level of income and income growth together with long term capital growth through a policy of investing mainly in higher yielding large UK companies.
The Brunner Investment Trust PLC aims to provide growth in capital and dividends over the long term by seeking out the world’s most exciting growth opportunities. We believe that it’s the quality of the company that matters, not its location – so through Brunner, investors can access a spread of high-quality growth companies operating in different sectors and countries in a single portfolio.
Allianz Technology Trust invests in a diversified, but focused portfolio of companies that use technology in an innovative way to gain a competitive advantage. Particular emphasis is placed on companies that are addressing major growth trends with innovation that replaces existing technology or radically changes products and services and the way in which they are supplied to customers.
Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 58 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £221.2bn on behalf of clients worldwide.
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For over 25 years, BlackRock has been helping investors explore the full breadth and depth of global opportunities through investment trusts. At BlackRock, we’re experts at selecting the right collection of companies to go inside each trust. That’s because we rely on a unique combination of our world-class investment expertise, fundamental research and quantitative analytics and risk management tools. It’s a combination no other manager can match, which is why our range of trusts is totally distinctive.
Whether you’re interested in income or capital growth, you can find the right option to suit you. Our range covers carefully selected companies across the world. Giving you the flexibility to invest in assets which trade less easily and frequently, in a variety of global markets. From trusts specialising in mining and energy transition, to those focusing on smaller companies, offering exciting opportunities in gaming and software. As well as incorporating mid-cap “disruptors” and trusts containing the most compelling opportunities in emerging markets, to established markets like the UK, Europe or North America.
Columbia Threadneedle Investments is one of the leading investment trust managers, tracing its heritage back to 1868 when F&C Investment Trust, the world’s oldest collective investment scheme, was launched.
Today, Columbia Threadneedle manages nine Investment Trusts with over £9bn in assets, providing clients with a range of investment opportunities across equities, property and private equity. Each trust is tailored to offer clients different aims and objectives with the option of capital growth, income or a combination of both, offered through portfolios with specific regional focuses or global remits. Clients can invest directly into Columbia Threadneedle’s suite of investment trusts via its own Savings Plan or through a third-party provider.
Columbia Threadneedle’s investment trust business is part of its global asset management business, which is entrusted with $642bn on behalf of individual, institutional and corporate clients around the world.
The business employs more than 2500 people, including over 650 investment professionals based in North America, Europe and Asia. As well as investment trusts, Columbia Threadneedle offers clients a wide range of strategies across equities, fixed income and alternatives, as well as specialist responsible investment capabilities and a comprehensive suite of solutions.
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, a leading US-based financial services provider. As part of Ameriprise, it is supported by a large and well-capitalised diversified financial services firm.
www.edinburgh-investment-trust.co.uk
Edinburgh Investment Trust seeks to grow your capital and income by investing in UK companies, with the ability to invest up to 20% of the portfolio in international stocks.
The portfolio manager and his colleagues aim to achieve this through a flexible approach because investment styles come in and out of fashion, with economic and market cycles impacting them positively and negatively.
• The portfolio managers consider the market environment and – combined with their rigorous bottom-up investment research – evolve weightings to growth, value and recovery companies accordingly.
• They seek to find companies that can grow profits and dividends over the next three to five years.
• The portfolio typically holds 40 to 50 stocks, many of which are world-leading businesses.
• The portfolio managers (Imran Sattar and Emily Barnard) take a total return approach of generating capital growth and income with relative performance principally being driven by stock selection.
Edinburgh Investment Trust has been looking after savers since 1889.
Fidelity International provides world-class investment solutions and retirement expertise to institutions, individuals, and their advisers – to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for over 50 years.
We are responsible for total client assets of £682.1 billion from over 2.84 million clients across the UK, Continental Europe and Asia Pacific.
Our UK Investment Trust Business
Fidelity has over 30 years’ experience managing investment companies and manages over £5 billion in assets across six investment trusts. These are all focused on equity growth strategies.
As a major platform distributor, Fidelity is able to offer its own investment trusts and those managed by third parties to professional investors and retail investors alike through a range of different product wrappers. Fidelity also promotes its range of trusts directly to institutions and wealth managers through its highly experienced in-house sales teams.
We offer our own investment solutions and access to those of others and deliver services relating to investing; for individual investors and their advisers we provide guidance to help them invest in a simple and cost-effective way.
For institutions including pension funds, banks and insurance companies we offer tailored investment solutions and full-service asset management outsourcing. And for employers we provide workplace pension administration services on top, or independently, of investment management.
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Janus Henderson Investment Trusts are designed to address a range of investor needs. Our fund managers aim to build and grow the value of your investment, for today and tomorrow, giving you the freedom to live well.
The 11 trusts actively invest in companies in the UK and further afield, drawing on the knowledge of Janus Henderson Investors’ experts around the world. With roots that date back to 1888, our trusts invest with a genuinely long-term view.
J.P. Morgan Asset Management, with assets under management of USD 2.4 trillion as of December, 2022, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
With more than 150 years of investment experience, J.P. Morgan Asset Management is one of the UK’s leading investment trust providers. The company combines global investment resources with local expertise to offer more than 17 investment trusts—each designed to help investors build stronger portfolios. Thanks to its worldwide network of experienced investment professionals, J.P. Morgan Asset Management has the scale and expertise to invest successfully across all major asset classes and regions, and through multiple market cycles. Investment trusts are a well-established part of J.P. Morgan Asset Management’s comprehensive range of investment solutions, with some of its key trusts offering a track record stretching back more than a century—a testament to the company’s long-term view and ongoing commitment to its clients.
www.polarcapitalglobalhealthcaretrust.co.uk
Polar Capital is a specialist, investment-led, active fund manager. The company’s open-ended, closed-ended and alternative investment strategies are all based on long-term investment themes, specialist sectors and global, regional or single country geographies.
The company prides itself on its collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. The investment trusts are in the specialist sectors of technology, healthcare and financials. Since its inception in 2001, Polar Capital has grown steadily and currently has 13 autonomous investment teams managing specialist, active and capacity-constrained portfolios, with combined AuM of £23.5bn (as at 30 June 2024)
QuotedData publishes free, reliable educational resources, research and news on UK investment companies and REITs, offering all investors a professional investor level of service. In addition, we provide data, including performance charts and statistics, across the full spectrum of pan-European equities. Our team of expert analysts writes with a balanced view and our goal is to provide you with the information you need to make your own investment decisions, or to understand in more detail what your adviser is recommending to you.
River UK Micro Cap and India Capital Growth Fund are proudly managed by the River Global Group. Acquired by River Global last year, Ocean Dial Asset Management manage India Capital Growth Fund from our offices in Mumbai and London.
The India Capital Growth Fund seeks to provide long term capital appreciation by investing in listed mid and small cap Indian stocks but also has the flexibility to invest in unquoted Indian companies where the portfolio manager believes long-term capital appreciation will be achieved.
River UK Micro Cap RMMC invests in a diversified portfolio of UK Micro Cap companies, utilising the closed end structure to invest in less liquid stocks, with a market cap of less than £100million. The Company has a unique redemption facility, that enables the fund to stay the optimum size for the assets it holds.
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As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of individuals, intermediaries and institutions. For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.
We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business. As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.
Schroders has been managing investment trusts since 1924. Our specialist teams draw on Schroders’ extensive investment resources, combining global insights with local market knowledge.
We offer a range of investment trusts, focusing on the UK, Asia, real estate, private equity, bio-tech and renewable energy infrastructure. With clearly defined investment strategies, they help investors meet different financial objectives.
Vietnam Enterprise Investments Limited (VEIL) is a FTSE 250 investment company offering access to the Vietnamese equity market. Established in 1995, VEIL operates with the primary objective of achieving long-term capital appreciation via holdings in listed and pre-IPO companies.
VEIL’s investment criteria are quality growth at a reasonable price, strong corporate governance, and an alignment with Vietnam’s underlying growth drivers.
VEIL is managed by Dragon Capital, which was established in 1994 and is the largest holder (not counting the government) of Vietnam’s publicly traded equities. Dragon Capital stands out for its dedicated team of 200 people in Vietnam, rigorous investment process, and strong commitment to sustainability.
