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
Investment Trust Update | 1st November 2022
In this update: More trust mergers, Schroders Social Impact shifts policy to fight inflation and a Tesco manager joins Brunner.
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Hold your nerve as recession looms
David Prosser reflects on the lessons for investors in the bank of England's verdict that the UK's economy is likely already in a recession
Only 1% of financial advisers and wealth managers completely trust funds’ sustainability claims
Support of ESG investing as a concept remains strong despite perfect storm of 2022
Witan Investment Trust: Meet the Manager, Lucas White, GMO
Witan has invested in GMO’s Global Climate Change Fund. Lucas White, Portfolio manager for their climate change strategy, discusses their investment philosophy and strategy.
AIC applauds FCA action on greenwashing
The inclusion of investment companies will create a level playing field for all funds.
Witan Investment Trust: Meet the Manager, Derek Stuart, Artemis Investment Management
Artemis manage a UK equities portfolio on behalf of Witan. Derek Stuart, Partner at Artemis, explains their strategy with a focus on identifying hidden value with “problem investments”.
The ESG disclosures investors really want to see
Exclusions and inclusions top the list, according to AIC survey of private investors.
The art of being a good contrarian
Catherine Yeung, Investment Director for the Fidelity Asian Values trust, explains why she believes the ability to grow capital is far greater in parts of the market that are unfashionable.
Baillie Gifford UK Growth Trust: long term growth opportunities in the UK
In this webinar, co-managers Iain McCombie and Milena Mileva discuss the key traits of their long-term investing philosophy. Capital at risk.
The Baillie Gifford Japan Trust Webinar
In this recent webinar, Matthew Brett, the Baillie Gifford Japan Trust Manager, outlines how the trust aims to capitalise on the country’s unique growth opportunities. Capital at risk.
Baillie Gifford Pacific Horizon Investment Trust: opportunities and challenges
In this webinar, Roderick Snell, manager of Pacific Horizon Investment Trust discusses how the trust seeks out the fastest growing companies in the most rapidly growing and populous region of the world. Capital at risk.
Thematic research
Third-party thematic research on investment companies can be found below.
QuotedData’s morning briefing 16 April 2024 – NESF, SEED, RGL
BlackRock Income and Growth Investment Trust Plc - Transaction in Own Shares
16/04/2024 - 18:10
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.
