Top 20 most viewed investment companies in 2019
Scottish Mortgage most viewed for third consecutive year.
The Association of Investment Companies (AIC) today published the list of investment companies which were most viewed on its website, www.theaic.co.uk, in 2019.
The list demonstrates investors’ demand for income with half of the top 20 most viewed companies belonging to income-generating sectors.
Investment companies which have consistently increased dividends were also popular. 15 of the top 20 companies (75%) have grown their dividends for more than 10 years in a row. 12 companies (60%) are dividend heroes, having raised their dividends for over 20 consecutive years. Three are in the next generation of dividend heroes, having grown their dividends each year for between 10 and 19 years.
The Top 5
Scottish Mortgage was the most viewed investment company for the third year in a row. The FTSE 100 investment company has returned 509% over the past 10 years.
City of London was the second most viewed company having risen two places from last year’s list. This is the highest position it has ever occupied in the top 20.
Murray International was third for the second year in a row. The company appears regularly on the list having been the most viewed investment company in 2015 and 2016 and placed second in 2017.
Completing the top 5 were Finsbury Growth & Income and Edinburgh both from the UK Equity Income sector.
New entries
There were three new entries in the 2019 list, Caledonia (13th), Scottish American (15th) and Perpetual Income & Growth (16th), each a dividend hero investment company. Caledonia and Perpetual Income & Growth returned to the top 20 having not appeared since 2017. This is Scottish American’s first appearance on the list.
Increasing traffic to the AIC website
Traffic to the AIC website grew 12% in 2019 from 2018.
Annabel Brodie-Smith, Communications Director of the Association of Investment Companies (AIC), said: “The list demonstrates that large, well-known investment companies remain very popular amongst investors. It’s clear too that investors are still hungry for income, with half of the top 20 belonging to income-generating sectors and three quarters having track records of consecutive dividend rises for over 10 years. It’s pleasing that traffic to the AIC website continues to grow, increasing by 12% from 2018.
“2019 saw the launch of Income Finder on the AIC website, a suite of tools to help income-seeking investors research investment companies which has proved popular. The website also contains a wealth of information such as investment companies’ performance, portfolios, costs and more, which can help inform investors’ decisions.”
Top 20 most viewed investment companies on www.theaic.co.uk in 2019
|
Most viewed on AIC website |
Company |
AIC sector |
Share Price Total Return (%) 01/01/2019 - 31/12/2019 |
Share Price Total Return (%) 01/01/2015 - 31/12/2019 |
Share Price Total Return (%) 01/01/2010 - 31/12/2019 |
Yield (%) at 1 January 2020 |
|---|---|---|---|---|---|---|
|
1 |
Scottish Mortgage |
Global |
24.76 |
143.12 |
509.39 |
0.54 |
|
2 |
City of London |
UK Equity Income |
20.53 |
43.97 |
176.95 |
4.28 |
|
3 |
Murray International |
Global Equity Income |
16.45 |
53.80 |
149.69 |
4.21 |
|
4 |
Finsbury Growth & Income |
UK Equity Income |
21.82 |
85.56 |
366.43 |
1.84 |
|
5 |
Edinburgh |
UK Equity Income |
9.43 |
16.54 |
156.47 |
4.55 |
|
6 |
F&C Investment Trust |
Global |
22.89 |
99.48 |
248.66 |
1.52 |
|
7 |
Merchants |
UK Equity Income |
28.42 |
54.47 |
180.60 |
4.77 |
|
8 |
Bankers |
Global |
29.88 |
92.11 |
255.58 |
2.07 |
|
9 |
Henderson Far East Income |
Asia Pacific Income |
12.72 |
51.24 |
112.89 |
6.13 |
|
10 |
Alliance Trust |
Global |
24.29 |
95.05 |
221.38 |
1.66 |
|
11 |
BMO Global Smaller Companies |
Global Smaller Companies |
19.94 |
68.68 |
295.89 |
1.14 |
|
12 |
European Assets |
European Smaller Companies |
24.81 |
51.54 |
258.09 |
5.54 |
|
13 |
Caledonia |
Flexible Investment |
12.98 |
54.88 |
153.72 |
1.91 |
|
14 |
Temple Bar |
UK Equity Income |
34.29 |
49.71 |
184.41 |
3.62 |
|
15 |
Scottish American |
Global Equity Income |
25.07 |
102.57 |
245.25 |
2.75 |
|
16 |
Perpetual Income & Growth |
UK Equity Income |
13.47 |
2.92 |
136.12 |
4.46 |
|
17 |
Witan |
Global |
22.13 |
71.43 |
228.79 |
2.14 |
|
18 |
Allianz Technology |
Technology & Media |
35.00 |
193.58 |
512.27 |
0.00 |
|
19 |
JPMorgan Global Growth & Income |
Global Equity Income |
26.20 |
94.34 |
210.92 |
3.76 |
|
20 |
Edinburgh Worldwide |
Global Smaller Companies |
33.54 |
151.70 |
329.10 |
0.01 |
-Ends-
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Notes
- 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 362 members and the industry has total assets of approximately £199 billion.
- 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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