Investment companies are companies set up to make investments on behalf of their shareholders (also called closed-end funds and, in specific circumstances, investment trusts).
We have organised this section of the website to allow you to compare similar funds. We have used the sector classifications devised by the Association of Investment Companies. These group funds by which assets they invest in, where they invest or which industry they specialise in. The classification system is not perfect – no system could be – but hopefully you will find it useful. The classifications were revamped on 26 May 2019 – you can read more about that here.
There is a page for each of the AIC’s sectors, within you can click the column headings to sort the funds in that sector, to see things like which fund performed best over the past year, or which is trading on the widest discount. Clicking on the name of the fund will take you through to a page that gives you a lot more information on each company.
There is a page in the Helpful Stuff area that explains how these pages work.
Global: Global Global Emerging Markets Global Equity Income Global High Income Global Smaller Companies Flexible Investment Country Specialist: Rest of the World
UK: UK All Companies UK Equity & Bond Income UK Equity Income UK Smaller Companies
Asia: Asia Pacific Asia Pacific Income Asia Pacific Smaller Companies Country Specialist: Asia Pacific ex Japan Japan Japan Smaller Companies
Europe: Europe European Smaller Companies Country Specialist: Europe ex UK European Emerging Markets
North and South America: Latin America Country Specialist: Latin America North America North American Smaller Companies
Debt: Debt – direct lending Debt – loans and bonds Debt – Structured Finance Property – debt
Property: Property – Debt Property – Europe Property – Rest of the World Property Securities Property – UK Commercial Property – UK Healthcare Property UK Residential
Specialist Equity Funds: Biotechnology and Healthcare Commodities and Natural Resources Environmental Financials Forestry and Timber Technology & Media Utilities
Other Asset Classes: Growth Capital Hedge Funds Infrastructure Insurance and Reinsurance Strategies Leasing Liquidity Private Equity Renewable Energy Infrastructure Royalties Zeros, Warrants and Subscription Shares