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H1 2017: AIC website investment company rankings

26 July 2017

Scottish Mortgage Investment Trust tops the list as global companies remain dominant.

The Association of Investment Companies (AIC) has today published the top 20 most viewed member investment companies on its website for the first half of 2017. Traffic to the AIC website was up 15% compared to the same period last year and March saw the highest-ever number of monthly visits.

Scottish Mortgage Investment Trust was the most viewed investment company in H1 2017 and it received the highest number of views every month from January to June.

For the second year in a row, companies from the Global and UK Equity Income sectors have dominated the list over H1, with 15 out of the top 20 most viewed investment companies being from these sectors.

Strong dividend track records

As in 2016, investment companies with strong records of dividend growth have been very popular. The top 20 includes 14 companies that have increased their dividends for 10 or more consecutive years: 10 of which are dividend heroes (investment companies which have increased their annual dividend for 20 or more consecutive years).

This is particularly noticeable in the top five companies, where three are dividend heroes. This includes Scottish Mortgage Investment Trust in the top spot, which has increased its dividend for 34 consecutive years; Foreign & Colonial Investment Trust and City of London Investment Trust, which have consecutively increased their dividends for 46 and 50 years respectively, and take third and fourth place. Completing the top five is Murray International, which is in second place, and has enjoyed 12 years of dividend increases, whilst Finsbury Growth & Income Trust from the UK Equity Income sector takes fifth place.

Despite the prevalence of the Global and UK Equity Income sectors, the highest-yielding investment company in the top 20 is European Assets Trust yielding 5.4% as at 24 July 2017. The trust belongs to the European Smaller Companies sector which the AIC announced as the best performing sector over the six months to the end of June 2017.

More website viewings

Companies that have received more viewings on the website and have improved their positions in the rankings from H1 2016 include F&C Global Smaller Companies and Foreign & Colonial Investment Trust which both gained six places, moving up to 12th and 3rd place respectively. However, the biggest gain was made by European Assets Trust, climbing seven places to 10th.

The list also sees the addition of four investment companies which did not feature in the top 20 list of H1 2016: JPMorgan Global Growth & Income (14th), Monks Investment Trust (16th), Henderson Smaller Companies Investment Trust (18th), and Caledonia Investments (20th).

Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, said: “The first half of 2017 saw a 15% increase in traffic to the AIC website compared to H1 2016 and a record month for website visits in March. This was a period which saw the industry’s assets grow to an all-time high and a record amount of secondary issuance from investment companies. It’s good to see the AIC website growing in popularity, which demonstrates that the website is a trusted tool in helping to inform investors’ decisions.

“In this low interest rate era there is continued interest in investment companies that have strong track records of dividend increases demonstrating investor demand for reliable sources of income. The retail focussed Global and UK Equity Income sectors dominate the most viewed companies but four other sectors feature in the top 20.”

The 20 most viewed company profile pages on the AIC website over H1 2017

Company

AIC sector

Top 20

Dividend Yield % (24/07/17)

Scottish Mortgage

Global

1

0.7

Murray International

Global Equity Income

2

3.9

Foreign & Colonial Investment Trust

Global

3

1.7

City of London

UK Equity Income

4

3.9

Finsbury Growth & Income

UK Equity Income

5

1.8

Temple Bar

UK Equity Income

6

3.2

Bankers

Global

7

2.1

Witan

Global

8

1.9

Alliance Trust

Global

9

1.8

European Assets

European Smaller Companies

10

5.4

Edinburgh Investment

UK Equity Income

11

3.4

F&C Global Smaller Companies

Global

12

0.9

Perpetual Income & Growth

UK Equity Income

13

3.4

JPMorgan Global Growth & Income

Global Equity Income

14

3.9

Merchants

UK Equity Income

15

5.1

Monks

Global

16

0.2

RIT Capital Partners

Flexible Investment

17

1.7

Henderson Smaller Companies

UK Smaller Companies

18

2.1

Law Debenture Corporation

Global

19

2.8

Caledonia

Global

20

1.9

-Ends-

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Notes

  1. The Association of Investment Companies (AIC) was founded in 1932 to represent the interests of the investment trust industry – the oldest form of collective investment.  Today, the AIC represents a broad range of closed-ended investment companies, incorporating investment trusts and other closed-ended investment companies and VCTs.  The AIC’s members believe that the industry is best served if it is united and speaks with one voice. The AIC’s mission statement is to help members add value for shareholders over the longer term. The AIC has 349 members and the industry has total assets of approximately £167 billion.
  2. Disclaimer: The information contained in this press release does not constitute investment advice or personal recommendation and it is not an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance.  The value of investment company shares, and the income from them, can fall as well as rise.  You may not get back the full amount invested and, in some cases, nothing at all.

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Media enquiries

Annabel Brodie-Smith
Communications Director
Tel: 020 7282 5580
annabel.brodie-smith@theaic.co.uk
@annabelbrodies
@aicpress

Laura Thomas
PR & Marketing Executive
Tel: 020 7282 5551
laura.thomas@theaic.co.uk
@aicpress

Elmley de la Cour
PR & Marketing Executive
Tel: 020 7282 5583
elmley.delacour@theaic.co.uk
@aicpress