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Investment Trusts in the UK: Market Research Report

Market Research • Market Size • Industry Statistics • Industry Analysis • Industry Trends

Investment Trusts Market Research Report | SIC K64.301 | Apr 2016

Good value: Changing regulations and improving economic conditions support growth

The Investment Trusts market research report provides key industry analysis and industry statistics, measures market size, analyzes current and future industry trends and shows market share for the industry’s largest companies. IBISWorld publishes the largest collection of industry reports so you can see an industry’s supply chain, economic drivers and key buyers and markets.

Report Snapshot
Market Share of Companies
There are no companies with a dominant market share
Industry Statistics & Market Size
Annual Growth 12-17
Annual Growth 17-22
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Industry Analysis & Industry Trends

Investment trusts are closed-ended funds that raise funds by issuing a set number of shares when they are launched. Funds raised are then invested in a range of stocks and shares in order to generate investment returns and income. Industry participants are involved in managing and administering investment trusts in order to provide superior returns and receive a fee for their services. Therefore, industry revenue is equivalent to the fees earned. Fees are calculated as a percentage of the value of assets under management (AUM).

The industry has trended upwards during the past five years. Financial markets improved, despite enduring some volatility, supported by quantitative easing activity and loose monetary policy, which contributed to growth... purchase to read more

Industry Report - Industry SWOT Analysis Chapter

The industry is in the growth state of its life cycle. As such, industry value added, which measures the industry's contribution to the economy, is expected to grow at a compound annual rate of 6.9% over the 10 years through 2021-22. Meanwhile, the overall economy is forecast to grow at a compound annual rate of 2.3% over same period. This indicates that the industry will account for a growing share of the overall economy.

Although investment trusts have been in existence for over 140 years, the investment trust market is still around a sixth of the size of the unit trust/OEIC market in terms of numbers and a fifth of the size in terms of AUM. This suggests that the industry has significant growth potential.

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Industry ProductsRelated ReportsTable of Contents

What is the Investment Trusts Industry?

Operators in this industry administer UK-domiciled investment trusts. Revenue is defined as the fees charged to investors for this service. Investment trusts are closed-ended funds and are public limited companies, as their shares are traded on stock exchanges. Property investment trusts and listed hedge funds are excluded from the industry.

Industry Products
Venture capital trustsConventional investment trustsSplit-capital trusts
Industry Activities
Administering investment trustsManaging investment trusts

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