The proportion of private investor ownership of the investment trust sector has increased to 27%, as wealth managers’ share held steady.
According to a report from the Association of Investment Companies, wealth managers' share of the broader investment company sector remained unchanged from 2024 to 2025 after two years of decline. The AIC's The ownership of investment companies report also revealed that the proportion owned by private investors jumped by £2bn year-on-year from £55bn in 2024 to £57bn in 2025. In terms of platform ownership, the AIC discovered that £1 out of every £6 of investment company shares is held through Hargreaves Lansdown, interactive investor or AJ Bell. This marks a significant increase...
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