In the press

AIC expands investment trust research for investors

by Meg Bratley, IFA Magazine, May 14, 2024

The Association of Investment Companies (AIC) has expanded its research offering for investment trust investors. Research from various providers is now available on the AIC’s website theaic.co.uk.

This research is from Edison Group, Hardman & Co, Kepler, QuotedData and others and can be accessed on theaic.co.uk. This research is often paid for by investment companies themselves, and any opinions and ratings in this research are not endorsed by the AIC..

Annabel Brodie-Smith, Communications Director at the Association of Investment Companies (AIC), said: “We hope these research reports will help investors discover more, whether they are researching new investment trusts or reviewing trusts in their portfolio. We’ve brought this research together so investors can easily find reports that relate to a particular investment trust or a theme that interests them.

“This new expanded research on the AIC’s website complements the wide range of free resources available for investors. Whether it’s detailed company information, reports and accounts, factsheets, portfolios, performance data or access to company events and presentations, theaic.co.uk provides a one-stop shop for investors looking to learn more about investment trusts.”

The Association of Investment Companies (AIC) has collated comments from Edison Group, Kepler, Hardman & Co and QuotedData about how their research can help investment trust users, including tips on how to select a trust and avoid common investment pitfalls..

Are there any pitfalls to watch out for?

Edward Marten, CEO of QuotedData.com, said: “Please don’t pile into an investment just because it has been performing well or sell it because it has gone through a rough patch. Take the time to understand what has been driving returns and think about whether that may change in the future. We’d like to think that our research will help you with this level of detail, and would encourage you to take advantage of this free resource.”

Read more here

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