Compass: The AIC's monthly newsletter
This month in Compass, we reveal which trusts would have made you an ISA millionaire! Ian Cowie weighs up ISAs vs SIPPs and VCTs celebrate their 30th birthday.
Latest articles, press releases and videos
AIC launches Knowledge base for financial advisers
Six guides to investment companies written for investment professionals.
Asia-Pacific Equities Outlook: Opportunities and Challenges | Future Trends March 2025
Join experts James Carthew of QuotedData and Abbas Barkhordar of Schroders as they discuss the current state and future prospects of Asia-Pacific equities, exploring dive...
Equity Markets Outlook: Strategies for 2025 and Beyond | Future Trends March 2025
Join Bill Chater, Investment Specialist Manager at Baillie Gifford and Martin Connaghan, Senior Investment Director at aberdeen, as they discuss the outlook for global eq...
Dividend heroes
20 investment trusts have increased dividends for 20+ years.
Future Trends in Investment Trusts: Jeremy Taylor interview
Jeremy Taylor, CEO at Lazard Asset Management, discusses challenges and strategies for the Mid Wynd investment trust amidst market shifts, focusing on discounts, governan...
Navigating the turbulence under Trump
Investment trusts can provide opportunities amid US volatility, says David Prosser.
How can investment trusts help pension savers?
Nick Britton, Research Director of the AIC, explains why investment trusts can be especially useful when it comes to for saving for your pension.
Director talk: Neil Rogan
Neil is chair of Invesco Asia Dragon Trust.
Who can investment trusts benefit?
Nick Britton, Research Director of the AIC, explains which types of investor investment trusts can be most useful for.
Financial advisers give their ISA recommendations for young, middle-aged and retired investors
The AIC asked independent financial advisers and wealth managers for their favourite trusts for specific age groups.
How do I get started investing in investment trusts?
Nick Britton, Research Director of the AIC, explains how investors can go about buying investment trust shares.
Ownership of investment companies shifts towards institutions and private investors
Non-UK investors hold 40% of alternatives, including 25% held by US investors.
VCTs: a 30-year legacy
Featuring comments from James Hendry of Gresham House Ventures, which manages the Baronsmead VCTs, Peter Dines of Mercia Ventures, which manages the Northern VCTs and Robert Whitby-Smith of Albion Capital, which manages the Albion VCTs.
VCTs: a 30-year legacy
Featuring comments from James Hendry of Gresham House Ventures, which manages the Baronsmead VCTs, Peter Dines of Mercia Ventures, which manages the Northern VCTs and Robert Whitby-Smith of Albion Capital, which manages the Albion VCTs.
Recorded in February 2025.
VCTs are celebrating their 30th Birthday – why have they been so successful?
VCTs: a 30-year legacy. Annabel Brodie-Smith, James Hendry, Peter Dines and Robert Whitby-Smith discuss why VCTs have been so successful over the past 30 years.
Recorded in February 2025.
What types of companies are you investing in and why?
VCTs: a 30-year legacy. A panel of venture capital trust (VCT) managers talk about the types of companies they are currently investing in and why.
Recorded in February 2025.
What’s the current appetite for VCT investment?
VCTs: a 30-year legacy. Annabel Brodie-Smith asks venture capital trust (VCT) managers what the current appetite is for VCT investment.
Recorded in February 2025.
What economic and social benefits do VCTs provide?
VCTs: a 30-year legacy. James Hendry, Peter Dines and Robert Whitby-Smith explain the social and economic benefits of venture capital trusts (VCTs).
Recorded in February 2025.
Thematic research
Third-party thematic research on investment companies can be found below.
Me and my trusts: Holly Mead
Nick Gardner, Investment Editor of the Association of Investment Companies, asks Holly Mead, Deputy Money Editor of The Times and The Sunday Times, how she encourages people to invest, what trusts she holds and what she likes about investment trusts.
Me and my trusts: Holly Mead
Nick Gardner, Investment Editor of the Association of Investment Companies, asks Holly Mead, Deputy Money Editor of The Times and The Sunday Times, how she encourages people to invest, what trusts she holds and what she likes about investment trusts.
Recorded in February 2025.
Me and my trusts: Holly Mead - how do you encourage people to invest in the stock market?
Nick Gardner of the Association of Investment Companies asks journalist how she goes about encouraging people to invest in the stock market.
Me and my trusts: Holly Mead - what do you like about investment trusts?
Nick Gardner of the Association of Investment Companies asks journalist Holly Mead what she likes about investment trusts.
Me and my trusts: Holly Mead - 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.
Onward Opportunities delivers best in class returns for 2024
Harworth posts 9.1% return in 2024
TwentyFour Select Monthly Income Fund - Participation at the Investor Meet Company Spotlight Event
19/03/2025 - 07:10
Weiss Korea Opportunity Fund - Publication of Circular and Notice of EGM
19/03/2025 - 07:10
TwentyFour Income Fund - Participation at the Investor Meet Company Spotlight Event
19/03/2025 - 07:10
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
What does that word mean? Find your way around investment trust jargon.
Research tools
Find and compare investment companies and trusts, or look up a company you're interested in.
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.
