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Latest news & insights

Bringing together the latest news, research and insights about investment trusts from the AIC and other organisations. (Got a question? Contact us.)

Top performing investment trust sectors in 2024

Growth capital and private equity power ahead.

AIC fund manager poll: healthcare tipped for the top in 2025

Read comments from 19 investment trust managers.

Venture capital trusts celebrate 30 years of funding Great British startups and powering economic growth

Over £12 billion raised to support the best of British innovators since 1995.

A gift that keeps on giving: saving for children with investment trusts

Average investment trust returns £4,631 on £1,000 over 18 years. Private Equity sector tops performance charts.

“A port in a storm”: capital preservation investment trusts

Multi-asset managers on impact of Trump and UK Budget on inflation and portfolios.

Into the crystal ball: a 2025 vision for investment trusts

Interview with Jean Roche of Schroder UK Mid Cap Fund, Paul Niven of F&C Investment Trust and Carlos Hardenberg of Mobius Investment Trust.

Me and my trusts: Jeff Prestridge

Nick Gardner, Investment Editor of the Association of Investment Companies, asks Jeff Prestridge, Group Wealth & Personal Finance Editor at the Daily Mail Group, what got him started in investing, what trusts he holds and what he likes about investment trusts.

Me and my trusts: Jeff Prestridge - how did you get into investing?

Nick Gardner of the Association of Investment Companies asks journalist Jeff Prestridge why he started investing in stocks and shares and what got him into investment trusts.

Me and my trusts: Jeff Prestridge - what do you like about investment trusts?

Nick Gardner of the Association of Investment Companies asks journalist Jeff Prestridge what the likes about investment trusts.

Me and my trusts: Jeff Prestridge - what investment trusts do you hold and why?

Nick Gardner of the Association of Investment Companies asks journalist Jeff Prestridge what investment trusts he holds and why.

SDCL Energy Efficiency Income

5 December 2024

Robust performance in H125.

The Global Smaller Companies Trust

5 December 2024

Why small-caps deserve your attention next year.

Renewables Infrastructure Group

4 December 2024

TRIG's underlying fundamentals don't warrant the discount.

Gresham House Energy Storage

4 December 2024

Improving prospects suggest discount is overdone.

Triple Point Social Housing REIT

4 December 2024

Fully covered DPS.

Risky business

24 November 2024

Addressing the concentration conundrum in US equities doesn't have to mean sacrificing returns.

Going toe to toe

14 November 2024

What really happens when you compare investment trusts and OEICs with near identical mandates?

Healthcare-focused trusts: A sector on the mend

12 November 2024

Edison’s healthcare-focused trusts report examines the current state and prospects of healthcare-focused investment trusts, highlighting the sector’s resilience and potential for recovery following the COVID-19 pandemic and subsequent market corrections.

Slow burn

1 November 2024

Falling rates have boosted private equity managers’ share prices, but what of PE funds?

Are the clouds clearing for emerging markets?

18 October 2024

Emerging markets may be poised for a turnaround. 

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Montanaro UK Smaller Companies hikes dividend to 6% yield

Montanaro UK Smaller Companies (MTU) has published its interim results for the six months to 30 September 2024 which include the announcement of a couple of key changes for the trust. First, with effect from 31 December 2024, MTU will be paying a regular quarterly dividend equivalent to 1.5% of the company’s NAV, amounting to […]
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Schroder European REIT results reflect improving real estate market

Schroder European REIT annual results to illustrate the improving conditions in the real estate sector, with the second half of its financial year (the six months to 30 September 2024) displaying signs of stability. The company’s NAV fell 4.3% to 122.7 euro cents per share, with the decline primarily driven by outward yield movement in […]
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Alpha Real Trust to delist and offer shareholders tender offer at NAV

Alpha Real Trust, the real estate debt specialist, has proposed delisting its shares from the Specialist Fund Segment and offering shareholders a tender offer at NAV. The company is majority owned by Alpha Global Property Securities Fund Pte. Limited and persons acting in concert with Alpha Global, which together own 88% of shares in the […]
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QuotedData’s morning briefing 6 December 2024 – KPC, ESO, GPM, STS, ADIG

In QuotedData’s morning briefing 6 December 2024: Keystone Positive Change (KPC) has published a circular in relation to its proposal to wind up, which was announced on 30 September (click here to see our coverage of that), and also discussed in its results for the year ended 30 September 2024 (click here to read our […]
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Nitin Bajaj: Why Trump’s tariffs won’t scare China 

The more pressure the US puts on China, the more Asia’s powerhouse will take global market share, says the Fidelity Asian Values fund manager.

Form 8.3 - Tritax EuroBox plc

06/12/2024 - 09:30

Societe Generale SA

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Notice of AGM

06/12/2024 - 08:10

Schroder Eur Real Est Inv Trust PLC

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Directorate Change

06/12/2024 - 08:10

Schroder Eur Real Est Inv Trust PLC

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Dividend Declaration

06/12/2024 - 08:10

Schroder Eur Real Est Inv Trust PLC

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Annual Overview from QuotedData

06/12/2024 - 08:00

AVI Global Trust PLC

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What are investment companies?

Find out more about investment companies (investment trusts) and their benefits compared to other types of fund.

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