Explore the closed-ended universe with our Investment Company Screener, a brand-new research tool for investment professionals.
At the AIC, we're always trying to improve the data and information we provide for financial advisers and other investment professionals. Our new research tool, Investment Company Screener, allows you to filter and compare investment companies in quite a few ways that haven’t been possible before.
For example, you can now filter investment companies by their gearing level, ongoing charge or even the tenure of their fund manager. It’s also possible to identify investment companies with a certain equity style – value or growth.
Introducing the Screener isn't the only change we've made to our research tools. We've also introduced daily Morningstar factsheets in PDF format, which can be accessed by logged-in advisers. More about these below.
We developed these tools following extensive feedback from advisers and we hope you like them. We would, of course, welcome any further feedback or requests for enhancements we might be able to make to the Screener in future.
Investment Company Screener allows you to filter and compare relevant investment companies in three easy steps.
You can filter investment companies by 18 different criteria, including AIC sector, ongoing charge, dividend yield, market cap, discount/premium, gearing, manager tenure, dividend frequency, dividend cover, annualised total returns and equity style.
Tip: Click on 'Show More' to see the full range of data points you can filter by.
If there are investment companies that match your criteria, you'll see them below the heading 'Review and Analyse Your Search Results'. You can select up to five of these companies to make a detailed comparison (click on the icon shown below to compare investments).
Tip: By clicking on the tabs along the top of your results list ('Overview', 'Price Performance' and so on) you can see some key stats about the investment companies that have made it through your filters, to help you select the companies you want to compare in depth.
The final stage of the process allows you to compare your chosen investment companies across more than 50 different data points including performance and portfolio characteristics.
You'll need to log in as a financial adviser to access the Screener (though we have made it available without logging in for a limited period).
Try the Screener now
Investment Company Screener was developed especially for the AIC by fund data provider Morningstar.
In addition to the new Investment Company Screener, we've also introduced daily Morningstar factsheets on every member investment company.
You can access these PDF factsheets by clicking on the Daily factsheet icon on an investment company's information page (shown below).
The company information page can be accessed in various ways, most simply by searching for your chosen company from the AIC's home page.
When you click on that Daily factsheet icon, a PDF factsheet is generated using the most recent Morningstar data for that company. This contains key statistics, performance data, risk measures and essential portfolio information such as top ten holdings and asset allocation.
An example of the daily PDF factsheet can be seen below (click on the image to zoom). Alternatively, click here.