Company search
Did you buy one of January’s most popular funds?
David Prosser explains what trusts topped the sales charts last month.
Overview
Performance
Portfolio
ESG
Dividends
Charges
Gearing
Research
Announcements
Management
Documents
Invest
Engage
Research
Please note that this research may have been paid for by the investment company. Any opinions and ratings are not endorsed by the AIC.
Kepler Trust Intelligence
11 November 2025
AGT’s portfolio is as cheap as it has ever been.
Related articles
The 50 investment trusts that would have made you an ISA millionaire
Allianz Technology Trust is top performer with a return of nearly £3 million.
The top 20 most viewed investment trusts
JPMorgan Global Growth & Income most viewed trust on theaic.co.uk in 2024.
Winners of the AIC Shareholder Communication Awards 2024
The awards recognise exceptional shareholder communication by AIC member investment trusts and their managers.
Related videos
307: Money Makers Investment Trusts Podcast - with Joe Bauernfreund (29 Nov 2025)
In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis is joined by Joe Bauernfreund, lead manager at the AVI Global Trust (AGT).
Me and my trusts: Jonathan Davis - what do you particularly like about investment trusts?
Nick Gardner, investment editor at the Association of Investment Companies, asks Jonathan Davis what he particularly likes about investment trusts.
Me and my trusts: Jonathan Davis - how did you discover investment trusts?
Nick Gardner, investment editor at the Association of Investment Companies, asks Jonathan Davis how he discovered investment trusts.
Me and my trusts: Jonathan Davis - what investment trusts do you hold in your own portfolio?
Nick Gardner, investment editor at the Association of Investment Companies, asks Jonathan Davis what trusts he holds in his own portfolio and why.
Related industry news
Morning briefing: Northern VCTs reopen offers after Budget tax relief cut; Oryx returns 15.7% in first half; Hansa completes Ocean Wilsons acquisition; plus RGL, EJFI, RMII
Northern Venture Trust (NVT), Northern 2 VCT (NTV) and Northern 3 VCT (NTN) have reopened to subscriptions for the 2025/26 tax year as investors rush ...
AVI sells £1.6m Japan trust shares before Fidelity merger
AVI Japan Opportunity (AJOT) fund manager Asset Value Investors (AVI) has sold 1m shares in the £226m investment trust shortly before it expands from ...
Private investor Geoff Mills wins big – a 40-year journey of patience, process and trust in trusts
Private investor Geoff Mills scooped the £5,000 prize at the QuotedData Investors’ Choice Awards 2025 after correctly predicting the winners in every ...
Value focus sees AVI Global returns drop at last minute
The fortunes of AVI Global turned in the final month of its financial year, pushing its performance below the world benchmark.
Investment company news brought to you by Citywire Financial Publishers Limited
and QuotedData by Marten & Co.
Data provided by Morningstar.
Company documents provided by FE fundinfo.
