AIC logo

The Association of Investment Companies (AIC) represents investment trusts – the oldest form of collective investment. Today, the AIC has 350 member investment companies, investment trusts and venture capital trusts (VCTs) and the industry has total assets of £267bn.

The AIC’s vision is for investment companies to be understood and considered by every investor. Its mission is to support and promote the long-term benefits of investment companies by engaging with members, investors, and the wider financial community.

The AIC’s website offers free data, tools and guides to help investors research investment companies. Private investors can find and compare investment companies, set up portfolios and alerts, and learn more about how investment companies compare to other kinds of collective investment.

Investors can also register for the AIC’s monthly newsletter, Compass, which features views from investment company managers and takes a closer look at topical issues within the investment company sector.



If you’re keen to capture the potential offered by global investment markets, turn to abrdn investment trusts. Managed by teams of experts, each trust is designed to bring together the most compelling opportunities we can find to generate the investment growth or income you’re looking for.

At abrdn, we empower our clients to plan, save and invest for their futures. Through the expertise, insight and innovation of our team, we aim to help clients create more ways for money to make an impact. We set our sights on giving them more confidence to achieve their goals, and more clarity about what they need next. And we focus on delivering outcomes that are more than just financial – by investing sustainably to build a better world.

We’re a global business. We manage and administer £500 billion of assets for our clients, and we have around 5,000 employees globally (as at 31 December 2022).

alliance trust

Alliance Trust aims to be a core equity holding for investors that delivers a real return over the long term through a combination of capital growth and a rising dividend. The Company invests primarily in global equities across a wide range of industries and sectors to achieve its objective.

The Company’s investment manager, WTW, has appointed a number of Stock Pickers with different styles, who each ignore the benchmark and only buy a small number of stocks in which they have strong conviction. Therefore, we believe investors get the benefit of both highly focused stock picking to increase potential outperformance versus the benchmark and manager diversification which should reduce risk and volatility.

BG - new logo

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 57 partners all of whom work in the business.

We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £234.2bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.

blackrock trim

For over 25 years, BlackRock has been helping investors explore the full breadth and depth of global opportunities through investment trusts. At BlackRock, we’re experts at selecting the right collection of companies to go inside each trust. That’s because we rely on a unique combination of our world-class investment expertise, fundamental research and quantitative analytics and risk management tools. It’s a combination no other manager can match, which is why our range of trusts is totally distinctive.

Whether you’re interested in income or capital growth, you can find the right option to suit you. Our range covers carefully selected companies across the world. Giving you the flexibility to invest in assets which trade less easily and frequently, in a variety of global markets. From trusts specialising in mining and energy transition, to those focusing on smaller companies, offering exciting opportunities in gaming and software. As well as incorporating mid-cap “disruptors” and trusts containing the most compelling opportunities in emerging markets, to established markets like the UK, Europe or North America.

Edinburgh investment logo - KS

Edinburgh Investment Trust seeks to grow capital and income by investing in UK companies, with the ability to invest up to 20% of the portfolio in international stocks through a flexible approach. 

The portfolio managers consider the market environment and – combined with their rigorous bottom-up investment research – evolve weightings to growth, value and recovery companies accordingly. They seek to find companies that can grow profits and dividends over the next three to five years. The portfolio typically holds 40 to 50 stocks, many of which are world-leading businesses and the portfolio managers engage with companies to ensure best practice.

Edinburgh Investment Trust has been looking after savers since 1889.

ii - logo

interactive investor (ii) is the UK's number one flat-fee investment platform, offering ISA, SIPP, Junior ISA, and general investing accounts. ii also provides leading investment content, tools, choice, and service to private investors.

ii has a simple, flat monthly fee, and offers one of the widest ranges of international investment options, including shares, funds, investment trusts, and ETFs.

Most investment platforms charge a percentage of assets; meaning the more customers invest, the more they pay. ii charge a great value monthly subscription fee. This means customers get to keep more of their wealth, even as the value of their portfolio increases - helping them reach their financial goals quicker.

ii has been helping investors for over 25 years, through market highs and lows, offering high quality content and impartial insights from award-winning financial journalists and analysts. Investment trusts feature strongly alongside funds, ETFs, and individual stocks. ii is now the UK’s second largest platform for private investors.

ii also has its own tools for private investors (including Super 60 and ACE 40) designed to help customers navigate investment trusts, funds, and ETFs.

Most private investors like to spread their risk between funds, ETFs, investment trusts, and shares. We are proud of our fair, transparent, great value trading fees, which from September are just £3.99 for investment trust, fund, ETF, US and UK shares.

india capital growth

The India Capital Growth Fund seeks to provide long term capital appreciation by investing predominantly in listed mid and small cap Indian companies. The Company also has the flexibility to invest in unquoted Indian companies where the portfolio manager believes long-term capital appreciation will be achieved.

The portfolio manager takes a bottom up approach, investing in companies with both sustainable growth and attractive valuations. The investment team, based in both Mumbai and London, conduct fundamental proprietorial research looking for opportunities over an investment horizon of 3 to 5 years, either through inefficiencies in the market or by identifying a change in business fundamentals which can lead to a change in growth or a change in the valuation of a stock.


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Over the years, Invesco has grown to be one of the largest investment managers in the UK, currently managing over $1.5 trillion in assets*.

Key to our success has been a relentless commitment to investment excellence. With clients sitting at the heart of the business, our capabilities have expanded to encompass a variety of investment styles, asset classes, geographies and products to meet a wide range of investment goals and the changing needs of investors.

We have significant depth in resources, with more than 8,000 investment professional employees worldwide all focused on delivering the best outcomes for our clients.
*as at 30 June 2023

janus henderson logo

Janus Henderson manages 12 Investment Trusts designed for high income, capital growth and income and growth. Our Investment Trusts have assets valued at £7.5bn (AIC, 31 Dec 2022) covering Europe, the UK, Asia and global markets.
We connect our clients with insights and knowledge that empower them to make better investment decisions. 

JPMorgan logo

J.P. Morgan Asset Management, with assets under management of USD 2.4 trillion as of December, 2022, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.

With more than 150 years of investment experience, J.P. Morgan Asset Management is one of the UK’s leading investment trust providers. The company combines global investment resources with local expertise to offer more than 19 investment trusts—each designed to help investors build stronger portfolios. Thanks to its worldwide network of experienced investment professionals, J.P. Morgan Asset Management has the scale and expertise to invest successfully across all major asset classes and regions, and through multiple market cycles. Investment trusts are a well-established part of J.P. Morgan Asset Management’s comprehensive range of investment solutions, with some of its key trusts offering a track record stretching back more than a century—a testament to the company’s long-term view and ongoing commitment to its clients.

jupiter asset management logo

Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £50.8bn /$62.7bn /€57.8bn as at 31/03/2023.
Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.


A share in Pantheon International Plc (“PIP”) provides access to a high-quality diversified portfolio of exceptional private companies around the world. It does this by investing with many of the world’s best private equity managers who might otherwise be inaccessible to many investors. Launched in 1987 and a constituent of the FTSE 250, PIP has scale and is one of the longest established private equity companies on the London Stock Exchange. PIP’s aim is to maximise capital growth for shareholders over the long term. 

PIP is managed by Pantheon, a leading global private equity investor, which has developed a strong reputation in primary, co-investment and secondary private asset solutions across all stages and geographies. Pantheon believes that high quality private equity can generate excess returns that are capable of outperforming public markets over the long term. As at 31 May 2023, PIP’s financial year end, PIP had generated 12.1% average NAV growth per annum (net of fees) since it was launched 36 years ago.

Pantheon Infrastructure Plc, also managed by Pantheon, aims to provide exposure to a global, diversified portfolio of high-quality, infrastructure assets. We will seek to build a portfolio of co-investments in infrastructure assets with strong defensive characteristics, typically benefitting from contracted cash flows, inflation protection and conservative leverage profiles.

Target assets will have strong environmental, social and governance (ESG) credentials, including companies and projects that can support the transition to a low-carbon economy, and the portfolio will span the digital infrastructure, power and utilities, transportation and logistics, renewables and social investments sub-sectors, with a focus on assets benefitting from secular tailwinds. The Company is targeting an annual NAV total return of 8-10% and a dividend yield of 4% once fully invested.

Polar Capital logo 

Polar Capital is a specialist, investment-led, active fund manager. The company’s open-ended, closed-ended and alternative investment strategies are all based on long-term investment themes, specialist sectors and global, regional or single country geographies.  

The company prides itself on its collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. The investment trusts are in the specialist sectors of technology, healthcare and financials. Since its inception in 2001, Polar Capital has grown steadily and currently has 14 autonomous investment teams managing specialist, active and capacity-constrained portfolios, with combined AuM of £19.7bn (as at June 2023). 

Princess logo

Princess Private Equity Holding Limited invests mainly in private companies in the middle and upper middle market. Princess is a direct investor with a small legacy fund portfolio that is in run-off. The Company is managed by Partners Group AG ("Partners Group"). Princess aims to provide shareholders with long-term capital growth as well as an attractive dividend yield. The shares are traded on the Main Market of the London Stock Exchange.

• Thematic investing: identification of transformative trends across sectors; investing into attractive companies with clear development potential;
• Build leading companies through platform building and business transformation;
• ESG factors fully integrated in investment process to drive value creation and mitigate risk.
• A leading global private markets firm, which has invested over USD 101 billion in private equity across market cycles;
• Over 200 direct private equity professionals, supported by a global network of industry experts and operating directors with deep industry expertise to help transform portfolio companies

Schroders logo

As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of individuals, intermediaries and institutions. For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty. We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business. As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.
Schroders has been managing investment trusts since 1924. Our specialist teams draw on Schroders’ extensive investment resources, combining global insights with local market knowledge. We offer a range of investment trusts, focusing on the UK, Asia, real estate, private equity and renewable energy infrastructure. With clearly defined investment strategies, they help investors meet different financial objectives.


At Witan, we invest globally, using a distinctive, multi-manager approach. With an objective to grow capital and income for our shareholders and outperform the benchmark, our actively managed portfolio covers a broad range of geographies, sectors and asset classes. We are an independent and self-managed investment company. We are not reliant on the stock picking skills of any one individual. We search for the best fund managers from around the world, allowing us to diversify both our investments and our investing talent. 

Past performance is not a guide to future performance. Witan Investment Trust is an equity investment. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations and you may not get back the amount originally invested.