Summary Report - Mar 13, 212 Survey: Investment Trust Survey 1 Do you own or have you considered investing in a: 81.5% 63.3% 5 22.8% investment trust OEIC or unit trust ETF 1. Do you own or have you considered investing in a: investment trust 792 81.5% OEIC or unit trust 615 63.3% ETF 222 22.8% 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 449 44.5% on the web page 261.9% in a pdf 299 29.6% Total Responses 1,9
When you invest in an investment trust, how do you invest: 1 58.8% 5 22.4% 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 578 58.8% via a Financial Adviser 22 22.4% via a posted application form sent to the fund manager 196 19.9% via the fund manager's website 17 17.3% Total Responses 983 If you invest through a platform, which do you use? 1 5 46.2% 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, 422 46.2% Fidelity (Funds Network) 144 15.8% Other 139 15.2% Alliance Trust 96 1.5% Halifax 87 9.5% Barclays 8 8.8% HSBC 58 6.3% Interactive Investor 57 6.2% CoFunds 57 6.2% Share Centre 53 5.8% Total Responses 914
TD Waterhouse 52 5.7% Natwest 43 4.7% Best Invest 41 4.5% Selftrade 4 4.4% Lloyds 29 3.2% Sippdeal 19 2.1% CommShare 1 1.1% Which fund managers have you bought trusts from in the past? 1 97.2% 5 42.8% 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 43 42.8% Fidelity 385 4.9% Invesco 381 4.5% JP Morgan 339 36% Henderson 294 31.2% Other 288 3.6% F&C 263 27.9% Schroders 233 24.8% Baillie Gifford 18 19.1% Edinburgh 152 16.2% First State Investments 148 15.7% Scottish Investment Trust 112 11.9% Witan 89 9.5% Total Responses 941 6. 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% 73 7.4% 63 7.1% 63 8.9% 57.4% 484 49.% 42 38.6% 341 62.5% 524 33.9% 286 43.6% 374 54.2% 479 28.6% 24 6.9% 58.4% 34.6% 843 857 883 839
Schroders 6.9% 57 58.4% 481 34.6% 285 823 Witan 14.3% 111 67.% 521 18.8% 146 778 Baillie Gifford 8.9% 73 57.5% 471 33.6% 2 819 Invesco 6.2% 54 4.% 35 53.8% 47 874 Edinburgh 8.8% 7 6.5% 48 3.6% 243 793 Scottish Investment Trust 9.7% 78 63.9% 516 26.4% 213 87 First State Investments 12.1% 97 56.4% 451 31.5% 2 8 Fidelity 6.5% 56 47.8% 412 45.7% 394 862 Which of the following investment managers would you rate as a superior investor in Asia? 1 5 48% 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 448 48% Fidelity 247 26.5% First State Investments 245 26.3% JP Morgan 191 2.5% Other 141 15.1% F&C 81 8.7% Edinburgh 67 7.2% Scottish Investment Trust 56 6% Total Responses 933
Which Asian investment trusts have you considered for an investment? 1 5 3.5% 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 221 26.5% Scottish Oriental Smaller Companies Investment Trust 188 22.5% Invesco Asia 166 19.9% Edinburgh Dragon investment trust 129 15.5% Total Responses 834 Which sectors would you like more research on? 1 56.8% 5 37.3% 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 538 56.8% Asia Pacific 353 37.3% Latin America 294 31% Global 9 27.3% UK 238.1% North America 24 21.5% Europe 161 17% Japan 139 14.7% Total Responses 947
Trackers 126 13.3% Other 87 9.2% 1 How do you research information before making an investment decision? 72.4% 62.8% 58.6% 5 46.3% 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 7 72.4% financial sections of national press 629 62.8% investment magazines 587 58.6% Annual Report/Factsheets 464 46.3% Company website 415 41.4% Consult an IFA 188 18.8% Talk to friends/fellow investors 161 16.1% Download Podcasts and Webcasts 129 12.9% Use social media websites 59 5.9% 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 866 87.4% Total Responses 991
Product Provider 1 12.6% URL Variable: affluence 81 bottom95 26 top5 URL Variable: age 595 over5 421 under5 URL Variable: client_id 38 1 1 14 195 3313 123 33 15 351 7 44 2 6 11 7 URL Variable: gender 247 NA 95 female 674 male