Compass: The AIC’s monthly newsletter
This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.
Latest articles, press releases and videos
Double-digit investment trust discounts can mean higher returns over following five years
Investing when the average investment trust discount is more than 10% may lead to significantly better returns over the subsequent five years, according to new research from the AIC.
Investment Trusts Unpacked: Inside the World of ISAs with The Resilient Investor
David Stevenson & Annabel Brodie-Smith explore investment trusts in ISAs. Learn their importance, cut through jargon, and why patience matters in investing.
Putting our trust in investment trusts
Jonathan Moyes, head of investment research at WealthClub, explains why the firm uses investment trusts in its managed portfolios.
Private investor sentiment towards investment trusts improves
Private investors who use investment trusts are more positive about them than they were a year ago, according to an annual survey conducted by Research in Finance.
Looking for recovery
David Prosser examines whether the tide could be turning for investment trusts.
Which investment trusts hold Nvidia?
Following Nvidia’s positive fourth quarter results, the AIC has published a list of the investment trusts with exposure to the company.
VCTs: deployment slows in challenging environment (updated)
See manager views on deal pipeline and significant investments in 2023.
Adviser purchases of investment trusts down 28% in 2023
Purchases of investment trusts on adviser platforms fell from 2022’s record high.
Alliance Trust's Craig Baker on navigating today's global equity markets
David Stevenson & Craig Baker explore Alliance Trust's strategy on The Resilient Investor, covering their multi-manager approach, stock selection, and balance for long-term success.
Asset Value Investors' Joe Bauernfreund's insights on value investing and navigating the investment trust landscape
David Stevenson & Sam Ridley explore value investing with Joe Bauernfreund on The Resilient Investor, delving into investment trusts and strategies for new investors.
ISA recommendations
Financial advisers’ investment trust choices for young, middle-aged and retired investors.
New AIC report reveals who owns investment companies
The AIC has released a comprehensive report on the ownership of investment companies.
Thematic research
Third-party thematic research on investment companies can be found below.
Biopharma Credit makes new $100m loan
US Solar cuts dividend as implements new tender offer
Nvidia bet pays off for Martin Currie Global Portfolio
QuotedData’s morning briefing 24 April 2024 – APAX, ORIT, CAT, CATC, GRID
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
Glossary
Familiarise yourself with industry terminology.
Research tools
Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.
Invest & engage
Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.
