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27 January 2017

FundCalibre expands fund research to cover investment companies


Hot off the heels of being named Best Investment Fund Research UK 2016 winner*, FundCalibre has expanded its research ratings to cover investment companies.

Eleven investment companies have been awarded an Elite Rating at launch across UK, Global, European, Asia and Japanese equities, as well as a trust from the property sector. More are expected to gain a rating in the coming months.

Tony Yousefian, investment company research specialist at FundCalibre, commented: “A recent poll conducted among FundCalibre visitors showed a strong interest in learning about, and investing in, investment companies. But picking the right fund – be it closed-ended or open-ended – can be daunting with so much choice on offer.

“So whether investors are looking for dividend stability, a global portfolio of innovators, or ways to invest in the 'new Japan', we've done the research for them and identified investment companies that may fit the bill.

“At a time when income is such a scarce resource and demand is putting pressure on dividend yields, the ability to tap into a revenue reserve and maintain dividend payments, for example, is a characteristic of investment companies that we think will interest many investors.

“With one of our investment company pick’s track record showing 50 years of consecutive dividend rises and another that has only cut its payment once in the 1933 great depression, we think our new, freely accessible, independent fund research on closed-ended funds will be extremely useful to investors and advisers alike.”

Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, said: "We have seen increased interest in investment companies from both private investors and advisers, with adviser purchasers tripling since 2012. Investors are recognising the benefits of investment companies with their strong long-term performance records, closed-ended structure and income advantages. We very much welcome more research on investment companies and we frequently receive investor requests for more independent research."

Investment companies awarded an Elite Rating:

Baillie Gifford Japan Trust
Baillie Gifford Shin Nippon
City of London Investment Trust
F&C Global Smaller Companies
Fidelity Special Values
Jupiter European Opportunities Trust
Lowland Investment Company
Murray International Trust
Schroder Oriental Income Fund
Scottish Mortgage Investment Trust
TR Property Investment Trust

Where to next?

*Source: CFI.co: http://cfi.co/awards/finance/2017/fundcalibre-best-investment-fund-research-

Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. Tony and Annabel's views are their own and do not constitute financial advice.

©2017 FundCalibre Ltd. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FundCalibre, shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.