Skip to main content

Research

Below are some links to third party websites that provide investment company research that you may find useful.

When you click on one of the links below, you will leave the AIC website The AIC therefore accepts no responsibility for the content on these sites, including the accuracy of any information presented and any opinions expressed. You should also bear in mind that some of the sites may charge you for access to their full research and other services, and also that some of the research may have been paid for by the investment company.

Edison

Founded in 2003, Edison has established itself as the leading provider of credible commissioned investment trust research. Edison’s experienced investment trust analysts provide balanced and detailed reports on over 65 investment trusts and companies. Our objective is to give investors the tools of the trade to make informed investment decisions. We aim to fill the gap that exists between the Factsheet and the Annual Report and Accounts producing a minimum of two reports per annum.

FundCalibre

FundCalibre.com is an independent fund ratings service, which is freely available to everyone online. We have designed it so that even those entirely new to investing can get the help and guidance they need to pick a fund or trust.

We analyse thousands of funds and trusts available to UK investors and, with our unique screening tool and years of research experience, we identify just 5% to 10% that we believe have the most skillful managers.

So you can browse FundCalibre with the comfort of knowing that our dedicated team has interviewed every manager, and every fund and trust has undergone a rigorous process to earn its Elite Rating.

Investment Trust Intelligence

Investment Trust Intelligence is a dedicated online resource for investment trust investors, offering high quality research split into two streams, one catering for a sophisticated audience of discretionary fund managers and the other for private investors who need real indepednent research to make the right investment decision. Our content, all of which is produced in house by experienced analysts at Kepler Partners, forms an online library of high quality investment strategy research, detail analysis of individual trusts and useful guides to the terms, themes and strategies which investors are able to access via closed end funds.

Morningstar

Morningstar’s award winning Analyst research and ratings are the product of our team of more than 100 expert Analysts based in the UK and major financial centres around the world covering over 4000 funds. We are not paid to conduct our research and therefore our Analysts deliver their thoroughly independent expert opinion and  fact based guidance on how investors can expect a fund to perform over the long term without compromise. Pre-equipped with our market leading Data and Analytic tools our analyst team conduct in-depth face-to-face meetings with the fund managers they cover and thoroughly examine what we call our five pillar approach to understanding funds: People, Parent, Process, Performance and Price. The end result is a Morningstar® Analyst Rating assigned on a scale of Gold, Silver, Bronze, as well as a Neutral and a Negative and a highly informative Analyst Research Report that expresses Morningstar's forward-looking analysis of a fund, how we arrived at the rating and guidance on how a fund might behave in different market environments. You can access our Ratings and Research reports via a number of leading platforms and media as well as our own services such as our website.

QuotedData

QuotedData.com is a free resource for everyone, offering news, prices, NAVs, discount information, charts, performance data, factsheets and key documents on every Investment Company listed in London. We also include a comprehensive glossary, educational information and regular detailed research on the whole sector and selected Investment Companies. If you like the look of our research, you can sign up to receive it directly to your inbox, tailoring it to get the best bits, or simply use QuotedData as your research hub. At QuotedData we know that it can be hard to find reliable, useful research on potential investments, so we are currently working to expand the range of investments we cover to the property and mining sectors.

Guide to investment companies

New to investment companies? Find all the information you need here.

Guide to investment companies

Sign up for AIC email updates

Receive regular updates on the latest investment news and events.

Subscribe now