How our research tools can help you
Our tools help you identify and monitor investment trusts that may be right for you. Sort, filter, compare and access investment company research here.
Our research tools
Access our range of tools below. Or use the search box to find a particular company or trust you're interested in.
Compare companies
'View a full list of investment companies and trusts, filter by sector or management group and access company information.
Screener
Filter, sort, view and chart data. Use the compare function to display investment companies and their portfolios side-by-side.
Income finder
Keep track of when your investment trusts are paying dividends, and create your own virtual income portfolio.
My portfolios
Create your own list of investment trusts and save it for use in future.
AIC sectors
AIC sectors are used to group similar investment companies together. See a list of sectors and sector definitions.
Investment company research
Research on investment companies from Edison, Hardman & Co, Kepler and QuotedData can be found below.
Please bear in mind that this research is likely to have been paid for by the investment company.
Statistics publications
Monthly updates from our website and statistics team. If you have questions about any of these reports please contact us at [email protected].
Industry overview
A snapshot of industry assets at each month end, with breakdowns by sector and management group, and a list of every investment trust and VCT in the AIC universe.
Corporate activity
A list of corporate actions, including fundraising, by investment trusts and VCTs in our universe. Updated monthly on a year to date basis.
Monthly information release (MIR)
Information on total assets, portfolio spread, NAVs, income and gearing from AIC member companies as at the end of each month. These are technical sheets distributed to data providers and other firms.
Company documents
Access each investment company's most recent annual report, interim report and factsheet.
ZDP analytics
Research zero dividend preference shares, including hurdle rates and redemption yields.
Invest & engage
Ready to take the next step? Find out how to invest in investment trusts and stay informed about important company meetings.
