How our research tools can help you

Our tools help you identify and monitor investment companies 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 if you are looking for a particular company, use the search box to find it.

Compare companies

View a full list of investment companies, filter by sector or management group and access company profile pages.

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Screener

Filter, sort, view and chart data. Use the compare function to display investment companies and their portfolios side-by-side.

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Income finder

Keep track of when your investment companies are paying dividends, and create your own virtual income portfolio.

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My alerts

Receive customised email alerts based on share prices and discounts. Be notified of new company reports and announcements.

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My portfolios

Create your own list of investment companies and save it for use in future.

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AIC sectors

AIC sectors are used throughout the industry to group similar investment companies together. See a list of sectors and sector definitions.

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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. 

BlackFinch Spring VCT

29 November 2023

Tax enhanced research.

JPMorgan Global Growth & Income

29 November 2023

All-Weather Approach

Rockwood Strategic

27 November 2023

Results analysis from Kepler Trust Intelligence

Statistics publications

Monthly updates from our Website & Statistics department include key investment company data such as assets under
management by sector, fundraisings and IPOs. If you have any questions about any of these reports please contact the team at [email protected]

Industry overview

A publication from the AIC which shows a snapshot of Industry assets at any given month end, summarised by our membership, by AIC sector and by individual Investment Trust and VCT in our universe.

Corporate activity

A publication from the AIC showing corporate actions, including fundraising, taken by Investment companies and Venture Capital Trusts in our universe. This report is updated monthly and the latest information runs on a year to date basis.

Monthly information release (MIR)

A collection of 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 key data providers and industry related 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 companies and stay informed about important company meetings.