UKITS is a bi-annual research study aimed at giving investment trust providers and their boards insight into how the market is developing, the impact of marketing and communication efforts, peer group analysis and potential opportunities to grow the investor base.
Specifically, the research helps UK-based asset managers and investment trust boards to understand the changing attitudes to investment trusts, brand resonance, product awareness, sales and media coverage.
There is a sense that investment trusts do not receive as much attention that they should by investors and industry players. This study aims to help providers and boards better understand and, therefore, address this issue.
Two audiences are the primary focus of the research:
• DFMs/wealth managers;
• Private investors (mostly self-directed).