How our research tools can help you
Sort, filter, compare and track. Our research tools help you find investment trusts that may be right for you.
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 region, and access company information.
Interactive chart
Chart prices, performance and discounts for any investment trust. Add another trust, a sector average or a market index for comparison.
My portfolios
Create your own lists of investment trusts, tailor the information you see, keep track of dividend payments and save them for future use.
Geographic analysis
Explore the regional and country exposure of investment trusts and see where they invest around the world.
AIC sectors
AIC sectors are used to group similar investment companies together. See a list of sectors and sector definitions.
Investment trust research
Research on investment trusts from Edison, Hardman & Co, Kepler, QuotedData and others can be found below.
Please bear in mind that this research is likely to have been paid for by the investment trust.
Video tutorials
Get the most out of our investment trust research tools. Our tutorial videos make it easy with step-by-step guides to each tool or feature.
Compare investment companies
In this tutorial, you'll learn how to compare investment companies side by side using the AIC website's comparison tool, allowing you to quickly assess performance, charges, dividends, discounts and many other key statistics.
Recorded April 2026
Company overview
In this tutorial, you'll take a guided tour of the AIC website's company profile pages and learn where to find performance data, dividend history, documents, portfolio information, discounts, charges and much more for every AIC member investment trust.
Recorded May 2026
Interactive chart
In this tutorial, you'll learn how to use the AIC website's interactive chart to compare investment trusts, explore performance over different time periods and analyse key statistics using a range of customisable chart options.
Recorded May 2026
My portfolios: creating a portfolio
In this tutorial, you'll learn how to create your own personalised investment trust portfolios on the AIC website, making it easy to save companies you're interested in and unlock a range of powerful portfolio analysis tools.
Recorded June 2026
My portfolios: portfolio tools
In this tutorial, you'll discover the portfolio tools available on the AIC website, including income finder and dividend diary, and learn how they can help you monitor performance, income and upcoming dividend payments.
Recorded June 2026
My alerts
In this tutorial, you'll learn how to create personalised alerts for individual investment trusts or entire portfolios, helping you keep track of prices, dividends, documents and stock exchange announcements through a single daily email.
Recorded July 2026
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 trust'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.
