James Ferguson

The Association of Investment Cos. is based in London, UK. The British company represents and provides investor data on closed-ended funds, including investment trusts and venture capital trusts (VCTs). The non-profit company was founded in 1932. Richard William Stone has been the CEO of the company since 2021.

The Monks Investment Trust Plc which focuses on portfolio of global quoted entities. It seeks for long-term holdings and capital growth, which takes priority over income and dividends. The company was founded in 1929 and is headquartered in Edinburgh, the United Kingdom.

Value & Indexed Property Income Trust Plc is a closed end investment trust. Its objective is to achieve long term capital and income growth through investments primarily in UK commercial property and equity markets, particularly in medium and smaller sized companies. The company was founded on April 19, 1972 and is headquartered in Glasgow, the United Kingdom.

The Independent Investment Trust Plc is a closed-end investment fund. It aims to provide returns over long periods by investing the majority of their assets in United Kingdom and international quoted securities. The company was founded in 2000 and is headquartered in Edinburgh, the United Kingdom.

The North American Income Trust Plc operates as a closed-end investment fund or investment trust. Its investment objective is to provide investors with above average dividend income and long term capital growth through active management of a portfolio consisting of S&P 500 US equities. The company was founded on November 20, 1902 and is headquartered in Edinburgh, the United Kingdom.

The Scottish Oriental Smaller Cos. Trust Plc operates as an investment trust. It engages in achieving a long-term capital growth through investments in small Asian quoted companies. Its investment region includes Australasia, China, Hong Kong, India, Indonesia, Japan, Malaysia, Pakistan, Philippines, Singapore, South Korea, Sri Lanka, Taiwan, Thailand, and Vietnam. The company was founded on March 28, 1995 and is headquartered in Edinburgh, the United Kingdom.

Northern 3 VCT Plc is a evergreen fund invests in companies located in the UK with an enterprise value of up to £30 million. The fund targets companies operating in technology services, health technology, producer manufacturing, communications and non-energy minerals with an investment size from £4 to £12 million. It provides financing for MBO's, buyouts and later stage.

Part of Value & Indexed Property Income Trust Plc, Audax Properties Plc is a British company that offers property investment services. The private company is based in London, UK and was founded in 1986.

Part of Commonwealth Bank of Australia, Stewart Ivory & Co. Ltd. is a British company that manages investment trusts and other investment portfolios. The private company is based in Edinburgh, UK. Stewart Ivory & Co. was acquired by Colonial Pty Ltd., a SUB of Commonwealth Bank of Australia from Scottish American Investment Co. Plc on March 24, 2000 for $115.29 million.