2021 Shortlist

Congratulations to the finalists!


Investment Week is pleased to announce the finalists for the 23rd Investment Company of the Year Awards in association with the AIC, which has a proud history of rewarding excellence in closed-ended fund management.

The awards highlight outstanding managers in this important part of the market, who have delivered consistently strong performance for investors across a variety of sectors and the judges believe can continue to perform well in the future.

Winners will be announced during an awards ceremony on 18 November in London.

The shortlists for the awards are constructed using scores provided by the AIC, using Morningstar data. Visit the methodology page for full information.

If you have been shortlisted below please contact us regarding next steps if you haven't already been contacted: rebecca.hancock@incisivemedia.com 


UK All Companies

Artemis Alpha 
Baillie Gifford UK Growth 
Henderson Opportunities 
JPMorgan Mid Cap 
Mercantile 
Schroder UK Mid Cap 

UK Income 

British & American 
Diverse Income Trust 
Dunedin Income Growth 
Finsbury Growth & Income 
Invesco Select UK Equity 
Law Debenture Corporation 
Murray Income Trust 
Shires Income 

UK Smaller Companies

BlackRock Throgmorton Trust plc
Gresham House Strategic
JPMorgan Smaller Companies 
Miton UK Microcap 
Odyssean Investment Trust 
Oryx International Growth 
River and Mercantile UK Micro Cap 

Asia Pacific

Aberdeen New Dawn 
Pacific Horizon 
Schroder Asian Total Return 
Schroder AsiaPacific 

Europe

Baillie Gifford European Growth 
BlackRock Greater Europe Investment Trust plc
Fidelity European Trust 
Henderson European Focus Trust 
Henderson EuroTrust 

Global

Alliance Trust 
Brunner 
Lindsell Train 
Martin Currie Global Portfolio Trust
Mid Wynd International 
Monks 
Scottish Mortgage 

Overseas Income 

Aberdeen Asian Income 
Invesco Asia 
Invesco Select Global Equity Income
JPMorgan Asia Growth & Income 
JPMorgan Global Growth & Income 
Scottish American 

Overseas Smaller Companies

Edinburgh Worldwide 
Fidelity Asian Values 
Herald 
Montanaro European Smaller 
North Atlantic Smaller Cos 
TR European Growth 

Emerging Markets

Aberdeen Emerging Markets
Genesis Emerging Markets Fund 
Gulf Investment Fund 
JPMorgan Emerging Markets 
Jupiter Emerging & Frontier Income 
Templeton Emerging Markets Investment Trust (TEMIT)


Single Country

Aberdeen New India 
Baillie Gifford US Growth 
Canadian General Investments 
Fidelity China Special Situations
Fidelity Japan 
JPMorgan American 
JPMorgan China Growth & Income 
JPMorgan Russian Securities 
Vietnam Enterprise 
Weiss Korea Opportunity Fund

Flexible

BMO Managed Portfolio Growth 
Caledonia Investments 
Miton Global Opportunities 
Momentum Multi-Asset Value Trust 
RIT Capital Partners 
UIL 

Private Equity & Growth Capital

Apax Global Alpha 
HarbourVest Global Priv Equity 
HgCapital Trust 
ICG Enterprise Trust 
NB Private Equity Partners 
Oakley Capital Investments 

Debt 

Axiom European Financial Debt 
Henderson Diversified Income 
Honeycomb Investment Trust
Invesco Bond Income Plus 
TwentyFour Select Monthly Income 
VPC Specialty Lending Investments 

Property 

Impact Healthcare REIT
LXI REIT 
Supermarket Income REIT 
Tritax Big Box REIT
Urban Logistics REIT 
Warehouse REIT 

Biotech and Healthcare

BB Healthcare 
Biotech Growth 
Polar Capital Global Healthcare 
Worldwide Healthcare 

Commodities and Natural Resources

Baker Steel Resources Ord
BlackRock World Mining Trust plc
CQS Natural Resources G&I Ord
Geiger Counter Ord

Specialist

Allianz Technology Trust 
Augmentum Fintech 
Polar Capital Global Financials
Polar Capital Technology 

Infrastructure

3i Infrastructure 
BBGI Global Infrastructure 
Ecofin Global Utilities & Infrastructure
HICL Infrastructure 
Sequoia Economic Infrastructure 

Renewable energy infrastructure

Bluefield Solar Income 
Gore Street Energy Storage 
Greencoat UK Wind
Premier Miton Global Renewables 
The Renewables Infrastructure Group

Environmental

Impax Environmental Markets 
Jupiter Green 
Menhaden Resource Efficiency 

VCT Generalist

Baronsmead Second Venture Trust 
British Smaller Companies VCT2 
Crown Place VCT 
Mobeus Income & Growth VCT
Northern 2 VCT 
Octopus Titan VCT 
Pembroke VCT 

VCT Specialist

Edge Performance VCT 
Seneca Growth Capital VCT
Ventus VCT 2 

VCT AIM Quoted

Amati AIM VCT 
Hargreave Hale AIM VCT 
New Century AIM VCT 
Octopus AIM VCT 2
Unicorn AIM VCT 

Best New Issue

To be announced

Group of the Year

Aberdeen Standard Investments
Baillie Gifford
Fidelity International
Invesco
J.P.Morgan Asset Management
Janus Henderson Investors
Premier Miton Investors

Rising Star of the Year Award

To be announced on the night

Jackie Beard Award for Outstanding Contribution to the Industry

To be announced on the night