Summary Report - Mar 13, 2012 Survey: Investment Trust Survey

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1 Summary Report - Mar 13, 212 Survey: Investment Trust Survey 1 Do you own or have you considered investing in a: 81.5% 63.3% % investment trust OEIC or unit trust ETF 1. Do you own or have you considered investing in a: investment trust % OEIC or unit trust % ETF % Total Responses 972 Do you prefer reading promotional literature: in a pdf 29.6% as a brochure sent in the post 44.5% on the web page.9% 2. Do you prefer reading promotional literature: as a brochure sent in the post % on the web page 261.9% in a pdf % Total Responses 1,9

2 When you invest in an investment trust, how do you invest: % % 19.9% 17.3% online via a discount broker, fund supermarket or share dealing account via a Financial Adviser via a posted application form sent to the fund manager via the fund manager's website 3. When you invest in an investment trust, how do you invest: online via a discount broker, fund supermarket or share dealing account % via a Financial Adviser % via a posted application form sent to the fund manager % via the fund manager's website % Total Responses 983 If you invest through a platform, which do you use? % 43.9% 15.8% 15.2% 1.5% 9.5% 8.8% 6.3% Hargreaves Lansdown, Fidelity (Funds Network) Other Alliance Trust Halifax Barclays HSBC All others 4. If you invest through a platform, which do you use? Hargreaves Lansdown, % Fidelity (Funds Network) % Other % Alliance Trust % Halifax % Barclays 8 8.8% HSBC % Interactive Investor % CoFunds % Share Centre % Total Responses 914

3 TD Waterhouse % Natwest % Best Invest % Selftrade 4 4.4% Lloyds % Sippdeal % CommShare 1 1.1% Which fund managers have you bought trusts from in the past? % % 4.9% 4.5% 36% 31.2% 3.6% 27.9% Aberdeen Fidelity Invesco JP Morgan Henderson Other F&C All others 5. Which fund managers have you bought trusts from in the past? Aberdeen % Fidelity % Invesco % JP Morgan % Henderson % Other % F&C % Schroders % Baillie Gifford % Edinburgh % First State Investments % Scottish Investment Trust % Witan % Total Responses How confident would you be of the following fund management groups managing your money successfully? Henderson JP Morgan Aberdeen F&C Not confident Neutral Confident Responses 8.7% % % % 57.4% % % % % % % % % 58.4% 34.6%

4 Schroders 6.9% % % Witan 14.3% % % Baillie Gifford 8.9% % % Invesco 6.2% 54 4.% % Edinburgh 8.8% 7 6.5% % Scottish Investment Trust 9.7% % % First State Investments 12.1% % % 2 8 Fidelity 6.5% % % Which of the following investment managers would you rate as a superior investor in Asia? % 26.5% 26.3% 2.5% 15.1% 8.7% 7.2% 6% Aberdeen Fidelity First State Investments JP Morgan Other F&C Edinburgh Scottish Investment Trust 7. Which of the following investment managers would you rate as a superior investor in Asia? Aberdeen % Fidelity % First State Investments % JP Morgan % Other % F&C % Edinburgh % Scottish Investment Trust 56 6% Total Responses 933

5 Which Asian investment trusts have you considered for an investment? % 3% 26.5% 22.5% 19.9% 15.5% Aberdeen New Dawn Investment Trust Fidelity Asian Values Investment Trust Other Scottish Oriental Smaller Companies Investment Trust Invesco Asia Edinburgh Dragon investment trust 8. Which Asian investment trusts have you considered for an investment? Aberdeen New Dawn Investment Trust 4 3.5% Fidelity Asian Values Investment Trust 3% Other % Scottish Oriental Smaller Companies Investment Trust % Invesco Asia % Edinburgh Dragon investment trust % Total Responses 834 Which sectors would you like more research on? % % 31% 27.3%.1% 21.5% 17% 14.7% 13.3% 9.2% Emerging Markets Asia Pacific Latin America Global UK North America Europe Japan Trackers Other 9. Which sectors would you like more research on? Emerging Markets % Asia Pacific % Latin America % Global % UK 238.1% North America % Europe % Japan % Total Responses 947

6 Trackers % Other % 1 How do you research information before making an investment decision? 72.4% 62.8% 58.6% % 41.4% 18.8% 16.1% 12.9% 5.9% financial websites financial sections of national press investment magazines Annual Report/Factsheets Company website Consult an IFA Talk to friends/fellow investors Download Podcasts and Webcasts Use social media websites 1. How do you research information before making an investment decision? financial websites % financial sections of national press % investment magazines % Annual Report/Factsheets % Company website % Consult an IFA % Talk to friends/fellow investors % Download Podcasts and Webcasts % Use social media websites % Total Responses 1,2 Do you prefer investment reports written by independent journalists or written by the product provider? Product Provider 12.6% Independent Journalists 87.4% 11. Do you prefer investment reports written by independent journalists or written by the product provider? Independent Journalists % Total Responses 991

7 Product Provider % URL Variable: affluence 81 bottom95 26 top5 URL Variable: age 595 over5 421 under5 URL Variable: client_id URL Variable: gender 247 NA 95 female 674 male

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