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
AIC launches guide to investment companies
New alerts service, improved graphing functionality and enhanced screening tools introduced.
Investment company 2021 review
(Updated) Record levels of fundraising and industry assets, with as many mergers this year as in the previous five years combined.
The overlooked opportunity in Asian companies
Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC, discusses how market dynamics could evolve from here and what this means for regional investors over 2022.
Why China now offers compelling opportunities
With valuations for many companies now at historical lows compared to their global peers, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why he believes China offers compelling investment opportunities over the coming year.
Protecting against inflation
Faith Glasgow discusses how the structural attributes of investment companies could help in an inflationary world.
Resolve to grab free money in 2022
David Prosser looks at five ways to save and invest for the future as tax-efficiently as possible this year.
What does 2022 hold for ESG?
David Prosser looks at the year ahead for ESG in terms of regulation, new investment company launches and ESG disclosures.
Investment company 2021 review
Record levels of fundraising and industry assets, with as many mergers this year as in the previous five years combined.
Festive fun for all the family
David Prosser discusses how a financial gift of shares in an investment company could turn out to be the best present of all this festive season.
Doing it themselves
Kyle Caldwell, Collectives Editor at interactive investor, gives his outlook on the future of self-managed investment companies.
Growth or income – can you have both?
Ian Cowie considers and how investors can enjoy a mixture of both income and growth investing.
Top-performing investment company sectors in 2021
Growth Capital and UK Logistics lead the way.
Thematic research
Third-party thematic research on investment companies can be found below.
QD view – Vietnam, big on ambition
QuotedData’s weekly news show 26th April 2024
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.
