Compass: The AIC's monthly newsletter

This month Compass blasts off, revealing the investment trusts joining the space race. And Ian Cowie analyses why investment trusts outperform their sister funds.

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Investing in the countries competing in the World Cup

Investment trusts offer exposure to 36 of the 48 qualifying countries.

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How and why investment trusts beat other funds

David Prosser on why investment trusts outperform “sister” funds with similar mandates.

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Meet the manager: Omar Negyal

Portfolio Manager of JPMorgan Emerging Markets Dividend Income.

ShareSoc seminar: Richard Stone discusses investment trusts

The AIC’s chief executive sums up the opportunities and challenges facing the trust sector.

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King’s Speech was “missed opportunity” to bring forward Bill of Shareholder Rights

The AIC has previously called on the Chancellor, Rachel Reeves, and the Secretary of State for Business and Trade, Peter Kyle, to speed up voting legislation to enfranchise all shareholders.

Opportunities in smaller companies

Annabel Brodie-Smith moderates a panel at the Master Investor Show exploring investment trusts focused on smaller companies across UK and global markets, and why smaller companies are back in focus for investors.

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Fantasy fund manager: markets power through Iran woes

Contestants score impressive gains as big tech overcomes war worries.

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Why renewable energy trusts could be due for a rebound

David Prosser says recent events have boosted the investment case for renewable energy infrastructure.

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AIC responds to Herald announcement

"This is a successful outcome for shareholders."

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Join the space race with investment trusts

Invest in “the systems that will anchor security, resilience, and intelligence for decades to come”.

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Director talk: Lucy Costa Duarte

Lucy is a director of Allianz Technology Trust, Fidelity Asian Values and MIGO Opportunities Trust.

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Don’t sell in May — even if you go away!

David Prosser explains that there’s a grain of truth in the old adage.

Thematic research

Third-party thematic research on investment companies can be found below.

No country for old energy

8 May 2026

As the energy mix evolves, renewables look increasingly attractive, despite market scepticism.

A shot in the arm

8 May 2026

Pension fund cash could be a boon for the sector.

I fought the war, and the war won

29 April 2026

A year on from Liberation Day, Kepler analysts look at who is winning the trade war.

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Glenstone makes acquisition offer for Alternative Income Reit

The AIRE board has benched the offer until Glenstone can provide further detail on a price.
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Pershing Square's Ackman sells Alphabet to buy Microsoft

The billionaire investor has made Microsoft a 'core holding' of Pershing Square after selling down his stake in Google parent Alphabet.
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Why Glenstone wants to buy Alternative Income REIT

Alternative Income REIT’s (AIRE) biggest shareholder Glenstone is considering an all-cash takeover of the commercial property-focused real estate investment trust (REIT). Holding 24% of the shares, Glenstone wants to sell most of the assets and wind the REIT down.
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Pershing Square’s Bill Ackman sells top holding in Alphabet to fund $2.1bn investment in Microsoft

Pershing Square (PSH) fund manager Bill Ackman has sold most of his position in Alphabet and switched it into a new $2.1bn holding in rival “Magnificent Seven” stock Microsoft. A US regulatory filing on Friday by his firm Pershing Square Capital Management showed it had bought around 5.65m Microsoft shares in the first quarter. This […]
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Glenstone makes bid approach for Alternative Income REIT saying it needs a “viable exit” after AEW UK talks breakdown

Update: Glenstone, the largest shareholder in Alternative Income REIT (AIRE), has launched a bid approach for the £56m real estate investment trust with a view to selling most of the company’s assets and winding it down. Shares in AIRE, the smallest London-listed commercial property fund, rose 3.9%, or 2.7p, to 72.4p on Friday after Glenstone, […]

Invesco Bond Income Plus

14 May 2026

High yield bonds in a world of chaos.

VietNam Holding

14 May 2026

Agile and differentiated exposure to Vietnam.

The European Smaller Companies Trust

13 May 2026

An enhanced dividend backed by a strong track record in European Smaller Companies.

International Biotechnology

13 May 2026

IBT has delivered strong outperformance as biotechnology recovers.

Barings Emerging EMEA Opportunities

13 May 2026

BEMO’s differentiated approach is being sharpened after a strong year.

Transaction in Own Shares

18/05/2026 - 17:59

F&C Investment Trust

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Result of AGM and Directorate Changes

18/05/2026 - 17:58

Social Housing REIT

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Transaction in Own Shares

18/05/2026 - 17:50

Foresight Solar Fund

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Transaction in Own Shares

18/05/2026 - 17:49

Rights & Issues Investment Trust

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Transaction in Own Shares

18/05/2026 - 17:48

Fidelity China Special Situations

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Glossary

What does that word mean? Find your way around investment trust jargon.

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