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