Latest articles, press releases and videos
The overlooked opportunity in Asian companies
Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC, discusses how market dynamics could evolve from here and what this means for regional investors over 2022.
Why China now offers compelling opportunities
With valuations for many companies now at historical lows compared to their global peers, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why he believes China offers compelling investment opportunities over the coming year.
Protecting against inflation
Faith Glasgow discusses how the structural attributes of investment companies could help in an inflationary world.
Resolve to grab free money in 2022
David Prosser looks at five ways to save and invest for the future as tax-efficiently as possible this year.
What does 2022 hold for ESG?
David Prosser looks at the year ahead for ESG in terms of regulation, new investment company launches and ESG disclosures.
Investment company 2021 review
Record levels of fundraising and industry assets, with as many mergers this year as in the previous five years combined.
Festive fun for all the family
David Prosser discusses how a financial gift of shares in an investment company could turn out to be the best present of all this festive season.
Doing it themselves
Kyle Caldwell, Collectives Editor at interactive investor, gives his outlook on the future of self-managed investment companies.
Growth or income – can you have both?
Ian Cowie considers and how investors can enjoy a mixture of both income and growth investing.
Top-performing investment company sectors in 2021
Growth Capital and UK Logistics lead the way.
Fund manager poll: Renewable Energy Infrastructure tipped as top performer for 2022
UK expected to be best performing region next year.
AIC says changes to listing rules are a step in the right direction
But the Association urges change to prospectus rules.
Thematic research
Third-party thematic research on investment companies can be found below.
QD view – Hot stuff
Middlefield Canadian Income portfolio rebalanced to mitigate market volatility
Fair Oaks Income continues to provide a strong, well-covered yield
QuotedData’s morning briefing 19 April 2024 – HOME
CC Japan Income & Growth Trust
18 April 2024
CCJI's differentiated investment approach has led to sector-leading performance.
JPMorgan Japan Small Cap Growth & Income
18 April 2024
JSGI offers exposure to exciting growth companies in Japan.
Form 8.5 (EPT/RI) - UK Commercial Property REIT
19/04/2024 - 10:30
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
Glossary
Familiarise yourself with industry terminology.
Research tools
Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.
Invest & engage
Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.