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Perivan clients are winners in 4 different AIC categories

September 2023

AIC Awards 2023


The Association of Investment Companies (AIC) has announced the winners of its Shareholder Communication Awards 2023. The awards recognise exceptional shareholder communication by AIC member investment companies and their managers.

The judges were Anthony Leatham, Head of Investment Company Research at Peel Hunt, Genevra Banszky von Ambroz, Partner at Evelyn Partners, Moira O’Neill, investment journalist, and David Stevenson, financial journalist and commentator.

The awards were presented on Tuesday, 19 September 2023, at Fortnum & Mason, London.


The winners are:

Best Report and Accounts – Generalist

Winner: AVI Global Trust

Best Report and Accounts – Specialist

Winner: Polar Capital Technology Trust

Best Report and Accounts – Alternative

Winner: 3i Infrastructure

Best ESG Communication

Winner: SDCL Energy Efficiency Income Trust

Best Factsheet

Winner: Sequoia Economic Infrastructure Income

Best Marketing Campaign

Winner: Alliance Trust

Best PR Campaign

Winner: F&C Investment Trust

Best Social Media

Winner: Augmentum Fintech

Best Website

Winner: F&C Investment Trust

Consistent Communications Award

Winner: Templeton Emerging Markets


Special congratulations to our client Polar Capital Technology Trust for winning the Best Reports and Accounts – Specialist award. Our team is delighted to have produced the 2022 Annual Report and we couldn’t be prouder of this recognition. The judges highlighted the effective combination of graphics and text which brought the report alive. They commended the manager’s commentary which was well written and struck a good balance between macro views and investment themes.

Special congratulations to our client Augmentum Fintech for winning Best Social Media. The panel praised the winner for its inventive, engaging communications across several social media channels. They noted that Augmentum had deployed consistently memorable content to raise the profile of the company.

Special congratulations to our client AVI Global Trust for winning the Best Report and Accounts – Generalist award. The panel praised the enticing design and imagery in AVI Global Trust’s report and accounts. They commended the clear statement of the company’s investment philosophy and noted the report’s effortless navigation.

Special congratulations to our client SDCL Energy Efficiency Income Trust for winning The award for Best ESG Communication. The judges highlighted that SDCL Energy Efficiency Income Trust’s report was clear and concise, with good use of examples that brought the report to life and demonstrated the company’s ESG impact.


If you’d like to explore how we can assist you in your shareholder and investor communications, please don’t hesitate to get in touch with us.


Perivan is the market leader for IPO admission document production and specialise in producing and publishing financial documents relating to shareholder and investor communications for quoted companies, private companies, and open and closed-ended funds.


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