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.
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 Global High Income Global Emerging Markets Global Smaller Companies Country Specialists – Other
UK: UK All Companies UK Equity Income UK Equity & Bond Income UK Smaller Companies
Asia: Asia Pacific including Japan Asia Pacific excluding Japan Country Specialists – Asia Pacific Japan Japan Smaller Companies
Europe: Europe European Smaller Companies Country Specialists – Europe 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
Property&Infrastructure: Infrastructure Infrastructure – Renewable Energy UK Property REITs
Specialist Funds: Biotech&Healthcare Commodities & Natural Resources Environmental Financials Forestry&Timber Insurance&Reinsurance Leasing Litigation Finance Small Media, Comms & IT TMT Other
Cash & Liquidity: Cash & Liquidity
There is a page for each of the AIC’s sectors. By clicking on the headings at the tops of the columns of figures you can 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 guide in the helpful stuff area that explains how these pages work and can give you much more information about Investment Companies.