We're partnering with CVC Income & Growth, a closed-ended investment company, to deepen UK retail investors' understanding of income investing, credit, and the opportunities available through investment trusts.
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The partnership brings educational content to our community of more than 1.2 million modern retail investors, building awareness, consideration, and understanding around income and credit strategies.

Closing The Confidence Gap On Credit

Our community is highly engaged and experienced: half of our members have more than five years of investing experience, and 79% invest across multiple asset classes.

But confidence gaps remain around risk, timing, and complexity, particularly in credit sector-focused investment trusts. Through this partnership, we're working with CVC Income & Growth to explore the key themes shaping income investing and credit, helping our community understand where these areas can fit within a broader portfolio.

"Modern investors are informed, active and increasingly looking beyond the traditional investment landscape," says Carl Hazeley, Finimize CEO. "Our partnership with CVC Income & Growth allows us to bring new expertise and perspective to a community that is actively looking for ways to understand and navigate increasingly volatile markets."

Robert Kirkby, Chair of the Board at CVC Income & Growth, adds: "Income and credit can play an important role in a diversified portfolio, but they are areas that many investors are less familiar with. We're pleased to partner with Finimize to make these concepts more accessible and help investors understand the potential opportunities and risks."