The Association of Investment Companies (AIC) announces the winners of its Shareholder Communication Awards 2022.

ShareSoc Directors Mark Northway and Cliff Weight recently met with the AIC (Association of Investment Companies), with whom we share many common aims.

We are very supportive of the AIC’s initiative to encourage Investment Trusts to communicate more actively, clearly and transparently with their shareholders and with the investor market.

ShareSoc congratulates the 2022 award winners:

Best Report and Accounts – Generalist

Winner: The Merchants Trust

The judges highlighted several aspects of The Merchants Trust’s report and accounts as outstanding. These included its innovative multi-channel approach and profiling of an ESG case study. They commended the engaging imagery throughout and presentation of the top holdings.

Highly commended: AVI Global Trust

The judges noted how AVI Global Trust has differentiated itself in a crowded sector with an attractive and highly readable report.


Best Report and Accounts – Specialist

Winner: Allianz Technology Trust

The panel praised the design of Allianz Technology Trust’s report for its clear, fresh and accessible approach. They commended the creative content and use of imagery to bring the case studies alive.


Best Report and Accounts – Alternative

Winner: Oakley Capital Investments

The panel commended Oakley Capital Investments’ distinctive approach to communication with shareholders, recognising that many shareholders read reports online. They complimented the digital version of the annual report which combines creative design, clear messaging and innovative layout.

Highly commended: Tetragon Financial Group

The judges praised Tetragon for providing clear and effective explanations of complex aspects of the company.


Best ESG Communication

Winner: JLEN Environmental Assets Group

The judges found JLEN’s entry to be comprehensive and genuine, communicating the company’s sustainability goals with admirable clarity. The panel also admired the use of colourful and inspiring imagery, the depth of detail demonstrating the company’s impact, and its use of shareholder feedback.

Highly commended: Octopus Renewables Infrastructure

The judges highlighted the detailed design and strong emphasis on performance, planet and people, as well as the use of digital materials to support the company’s entry.


Best Factsheet

Winner: Foresight Enterprise VCT

The panel lauded the winning factsheet for providing all the key information investors needed and praised its highly effective presentation. They commended the clarity of essential information including performance data, fees and charges, board biographies and the timing of share buybacks.


Best Marketing Campaign

Winner: Templeton Emerging Markets Investment Trust

The judges said the winning entry stood out in this category as a high-profile targeted campaign that was compelling and impressive. Focusing on the statistic that emerging markets generate the majority of global growth, the “65% campaign” featuring TEMIT’s new corporate identity was able to demonstrate encouraging early results, with 441,000 YouTube views in its first three weeks.


Best PR Campaign

Winner: Mid Wynd International

The judges noted that this effective manager-led PR campaign resulted in substantial coverage across a variety of publications, including high quality and insightful content in national titles. The campaign has successfully raised the profile of the investment company and helped it break through the £500 million mark in 2021.


Best Social Media

Winner: Augmentum Fintech      @AugmentumF

The panel praised the winner for the success of its smart, engaging communications across several social media channels. They noted that the winner’s content was memorable and made good use of a collaborative approach. They also commended the company’s strategy of regularly reviewing its impact against its goals.


Best Website

Winner: Digital 9 Infrastructure (visit site)

The judges applauded Digital 9 Infrastructure for its inspired website, recognising how it engaged users to deliver an exceptional experience. They liked the way that the website took users on a journey through the use of coordinated colour, layout and clear navigation. They highlighted how key information was readily accessible and commended the use of digital resources such as videos, social media links as well as high-quality performance data on the site.


Richard Stone, Chief Executive of the Association of Investment Companies (AIC), said: “It’s really encouraging to see how investment companies have improved their communication with shareholders. Every year we see fresh innovations in reports and factsheets and bolder, more striking campaigns reaching out to potential new investors. I look forward to seeing more progress in all these areas in future. I’d like to thank all those who entered the awards and congratulate the winners who continue to raise the bar across the industry.”

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 360 members and the industry has total assets of approximately £266 billion.

This is an official ShareSoc News item written by Cliff Weight, Director.

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