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

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.