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UKITS (UK Investment Trust Study)



Research in Finance is launching UKITS (UK Investment Trust Study). UKITS will be a bi-annual research study to give investment trust providers and their boards a review of market trends, sentiment, brand awareness, attitudes, and appetite within the UK. The study will offer invaluable and unique insight into how the market is developing, the impact of marketing and sales, peer group analysis and potential opportunities.

The study will be conducted with the support of key asset managers active in running Investment Trusts.


To help UK based asset managers and investment trust boards understand the changing attitudes to investment trusts, brand resonance, product awareness, sales and media coverage.

The research would be split into two parts one focussed on the Discretionary and Wealth Manager market, the other on the private investor. It is felt that these areas are the most important to the asset managers.

It would be possible to consider a third segment – or to add the Investment Advisory element to the study if the consensus was that it was of interest.

We suggest running each piece independently at 6 monthly intervals launching in Q1 2016.

For further information email info@researchinfinance.co.uk.

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