Investment company discounts widest since 2008
The average investment company traded at a discount of 16.9% at market close on 31 October 2023 – the widest discount for a month-end since December 2008.
ESG remains a “minefield” for advisers and wealth managers
91% recommend sustainable funds and 72% expect demand to increase. Less than a fifth of intermediaries trust ESG ratings.
Top trusts on double-digit discounts
A list of the 20 best performing investment companies over ten years that are currently trading on double-digit discounts has been published by the Association of Investment Companies (AIC).
AIC launches ‘My portfolios’ tool to help investors keep track of their investments
The Association of Investment Companies (AIC) has launched a new tool called ‘My portfolios’ to help investors keep track of their investment company holdings.
Investment company shareholders steering clear of AGMs
Nearly nine in ten private investors in investment companies have rarely or never attended an annual general meeting, according to research from the Association of Investment Companies.
ESG investing declining in popularity as fears of greenwashing grow
The popularity of ESG investing is declining since 2021, though a majority of private investors still say they consider ESG factors when investing.
Wealth managers are shopping for bargains amid wide discounts, research shows
Discretionary fund managers have increased their usage of investment trusts since 2020 and those who use trusts are looking to add to their exposure, according to Research in Finance.
UK smaller companies: “the prevailing, extremely negative positioning and sentiment only enhances the opportunity”
The AIC UK Smaller Companies sector has a history of strong performance following economic and market downturns.
Winners of the Shareholder Communication Awards 2023
The Association of Investment Companies (AIC) has announced the winners of its Shareholder Communication Awards 2023.
Winners of the AIC Media Awards 2023
The Association of Investment Companies (AIC) has announced the winners of the AIC Media Awards 2023.
