British Empire Wins AIC Best Report and Accounts (Generalist) category


FOR IMMEDIATE RELEASE                                                                                    9 JUNE 2017



 At its Annual Dinner held last night, the Association of Investment Companies (AIC) announced this year’s winners of the Shareholder Communication Awards. The AIC developed these awards to demonstrate the industry’s commitment to providing excellent communications. The awards recognise those member investment companies and their managers that stand out by using effective communication methods to keep shareholders informed.


This year’s independent panel of judges was chaired by Charles Cade, Head of Investment Companies Research at Numis Securities. The other judges on the panel were: Tim Cockerill, Investment Director at Rowan Dartington; Moira O’Neill, Editor of Moneywise magazine and David Stevenson, freelance financial journalist and commentator.


The 2017 Shareholder Communication Awards were made up of eight categories: Best Report and Accounts (Generalist); Best Report and Accounts (Specialist); Best Report and Accounts (VCT); Best Website (Fund Management Group); Best Website (Individual Investment Company); Best Marketing Campaign; Best PR Campaign and Best Social Media Strategy. The winners were:


Best Report and Accounts (Generalist)

Winner: British Empire Trust plc


The judges praised the winning entry for its strong content and its thoughtful, systematic approach which explained the portfolio extremely well.



Commended: The Scottish Investment Trust


Best Report and Accounts (Specialist)

Joint-Winners: GCP Infrastructure Investments Limited and GCP Student Living plc


The high quality of both reports and accounts from Gravis Capital Partners led the panel to award this category jointly. They were impressed by the consistent design of both documents, their clear portfolio breakdowns which contained real detail and their excellent use of graphics.


Best Report and Accounts (VCTs)

Winner: British Smaller Companies VCT 2 plc


The judges felt the winning entry was very strong and they were impressed by the clear explanation of its holdings and key financial details.


Best Website (Fund Management Group)

Winner: Martin Currie Investment Management for:

Securities Trust of Scotland,

Martin Currie Asia Unconstrained Trust,

Martin Currie Global Portfolio Trust,


The judges praised the high quality of the websites’ images and said their effective composition made them easy to navigate. They also noted that the look and usability of the websites was particularly appealing on mobile devices.



Aberdeen Asset Management,

Janus Henderson Investors,


Best Website (Individual Investment Company)

Winner: HICL Infrastructure Company Limited,


The panel was impressed by the level of detail the website provided and commended its intuitive design which drew the visitor in. They felt the winning entry was modern, user-friendly and offered lots of choice to the visitor.


Best Marketing Campaign

Winner: Baillie Gifford (for Scottish Mortgage Investment Trust PLC)


The panel commented that the winner had a strong central message for their campaign with lots of good quality collateral material produced to a very high standard and a high open rate for their marketing materials.


Best PR Campaign

Winner: Janus Henderson Investors: The UK IPO Campaign


The panel commended the very high quality of coverage the campaign had attained, particularly noting that the entry achieved a front page placing in the Financial Times. The judges remarked this was ‘highly impressive and something industry professionals can spend a lifetime trying to achieve’.


Best Social Media Strategy

Winner: Aberdeen Asset Management,


The judges were very impressed by the high levels of engagement and particularly noted its use of diverse content across many different channels.


Commenting on the awards, Charles Cade, Chairman of the Judging Panel, said: “The quality of this year’s entries was very impressive. It was great to see that many investment companies have taken steps forward in shareholder communication and are striving to make an exceptional offering to investors. The Best Report and Accounts (Specialist) category is a particular example; the entries were outstanding, so much so that we couldn’t separate the two winners. In the two website categories, the winners demonstrated very effectively how online resources can be used to bring information to life and it was good to see them take into account the popularity of smart phones and tablets to view websites.”


Ian Sayers, Chief Executive, the Association of Investment Companies (AIC), said: “Today, information is available to investors in large quantities and across many different types of media. In this environment, the need for high quality, clear focussed communication is key. These awards celebrate the very best communication in the investment company sector and congratulations to the winners who set an example for the industry.”




For further information, please contact:

Annabel Brodie-Smith Laura Thomas Elmley de la Cour
Communications Director PR and Marketing Executive PR and Marketing Executive
020 7282 5580 020 7282 5551 020 7282 5583
07798 624449


Follow us on Twitter @AICPRESS

Notes to editors:

  1. The Association of Investment Companies (AIC) was founded in 1932 to represent the interests of the investment trust industry – the oldest form of collective investment.  Today, the AIC represents a broad range of closed ended investment companies, incorporating investment trusts and other closed ended investment companies and VCTs.  The AIC’s members believe that the industry is best served if it is united and speaks with one voice. The AIC’s mission statement is to help Members add value for shareholders over the longer term. The AIC has 345 members and the industry has total assets of approximately £164 billion.
  2. Disclaimer: The information contained in this press release does not constitute investment advice or personal recommendation and it is not an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance.  The value of investment company shares, and the income from them, can fall as well as rise.  You may not get back the full amount invested and, in some cases, nothing at all.


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