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Investment Companies

Investment Companies

Investment companies are companies set up to make investments on behalf of their shareholders (also called closed-end funds and, in specific circumstances, investment trusts).

We have organised this section of the website to allow you to compare similar funds. We have used the sector classifications devised by the Association of Investment Companies. These group funds by which assets they invest in, where they invest or which industry they specialise in. The classification system is not perfect – no system could be – but hopefully you will find it useful. The classifications were revamped on 26 May 2019 – you can read more about that here. For the time being, our data dropdown menu does not fully reflect the changes. Please bear with us, we are working to fix this.

There is a page for each of the AIC’s sectors, within you can click the column headings to sort the funds in that sector, to see things like which fund performed best over the past year, or which is trading on the widest discount. Clicking on the name of the fund will take you through to a page that gives you a lot more information on each company.

There is a page in the Helpful Stuff area that explains how these pages work.

Global: Global  Global Equity Income  Flexible Investment  Global High Income  Global Emerging Markets  Global Smaller Companies  Country Specialists – Rest of the World

UK: UK All Companies  UK Equity Income  UK Equity & Bond Income  UK Smaller Companies

Asia: Asia Pacific   Asia Pacific Income  Asia Pacific Smaller Companies  Country Specialists – Asia Pacific ex Japan   Japan  Japan Smaller Companies

Europe: Europe  European Smaller Companies  Country Specialists – Europe ex UK  Emerging Europe

North&South America: Latin America  Country Specialists – Latin America  North America  North American Smaller Companies

Hedge Funds: Hedge Funds

Private Equity: Private Equity  Growth Capital

Property: Property – debt  Property – Europe  Property – Rest of the World  Property – UK Commercial  Property – UK Healthcare  Property UK Residential  Property Securities  REITs

Specialist Funds: Biotechnology & Healthcare  Commodities & Natural Resources  Environmental    Financials  Forestry&Timber  Infrastructure  Insurance & Reinsurance Strategies  Leasing Renewable Energy Infrastructure  Royalties  Technology & Media  Utilities

Debt: Debt – direct lending  Debt – loans and bonds  Debt – Structured Finance

Cash & Liquidity: Liquidity funds

 

 

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