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
Crowning glories: the 36 investment companies launched before King Charles was born
Dunedin Income Growth and Scottish American mark 150th anniversaries this year.
Investment Trust Update | 21st April 2023
In this investment trust update, Merchants Trust announce a strong performance against a challenging backdrop, the former Woodford Investment Trust proposes a continuatio...
Making the private public
David Prosser looks at the appeal of deeply discounted private equity investment companies.
Investment Trust Edge
Abrdn Diversified Income & Growth is on a 26% discount to NAV is value or a value trap? In a rising rate environment, what’s the point of alternative income? And we...
It’s who you know: family and friends are key to getting started with investing
Three quarters of young investors know someone else who invests. Stocks and shares and cryptocurrency are most popular investments.
Sometimes it makes sense to throw in the towel
David Prosser looks at why investment companies wind up.
Why you should use your ISA allowance sooner rather than later
David Prosser explains why investing early makes sense.
Second highest VCT fundraising to boost ambitious UK companies
VCTs raise £1.08 billion in 2022/23 tax year.
Opportunities being generated in renewables
Faith Glasgow explores how renewable energy investment companies are valued.
Scottish Mortgage Investor Webinar – Your questions answered
In this webinar recording, Scottish Mortgage manager Tom Slater and deputy manager Lawrence Burns answer the top questions on shareholders’ minds.
Why Scottish Mortgage’s troubles tell a positive story
David Prosser looks at the benefits of an independent board of directors and how they act in the best interests of shareholders.
How will the new pension reforms impact investors?
Ian Cowie reviews the pension reforms announced in the 2023 Budget and explains how investors will benefit when saving for retirement.
Thematic research
Third-party thematic research on investment companies can be found below.
Aquila Energy Efficiency Trust provides detail on tender offer proposal
Gresham House Energy Storage suspends dividends and buybacks for 2024
QuotedData’s weekly news show 19th April 2024
QD view – Hot stuff
CC Japan Income & Growth Trust
18 April 2024
CCJI's differentiated investment approach has led to sector-leading performance.
JPMorgan Japan Small Cap Growth & Income
18 April 2024
JSGI offers exposure to exciting growth companies in Japan.
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
19/04/2024 - 18:10
TwentyFour Select Monthly Income Fund - Issue of Shares
19/04/2024 - 17:50
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.
