Compass: The AIC's monthly newsletter

This month in Compass, we discover how Europe is thriving despite tariff tensions and Ian Cowie explains why diversification is more important than ever.

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Balancing risk and return

David Prosser explains one way to judge risk when investing.

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Emerging markets investment trusts benefitting from weak US dollar and rotation away from US

Trump, tariffs and geopolitical uncertainties remain the greatest risks.

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The great investment trust sale

David Prosser highlights some investment trusts that are historically cheap.

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Monthly roundup: Saba pros & cons, Scottish Mortgage results and creating the dividend heroes

Jo, Ryan and David discuss the latest news and results in the investment trust world.

An introduction to the AIC's Investment Company Showcase

The AIC's private investor event offers investors the chance to hear from 30+ portfolio managers of investment trusts covering UK equities to emerging markets, high income to technology.

Private investor view: Damazia Ajayi shares her own personal investing experience and learnings

Start early, invest for your kids and pay monthly. Veteran investment trust investor Damazia, tells us what’s worked for her over more than 40 years.

Private investor view: what advice would you give others thinking of investing for the first time?

Yemi Elegunde has been investing for years. He shares with us what he tells people who are thinking about investing for the first time.

Private investor view: how to get started with investment trusts

Experienced investor Yemi Elegunde gives his top tips for getting started with investment trusts.

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Meet the manager: Isaac Thong

Manager of Aberdeen Asian Income Fund.

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Fantasy fund manager: relief as global markets bounce back

The May rally gave all our contestants a welcome boost.

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No longer pale, male and stale

Diversity is improving performance, explains David Prosser.

What's the outlook for your trust in 2025?

The AIC spoke to European portfolio managers from Fidelity European Trust, Montanaro European Smaller Companies Trust, and JPMorgan European Discovery Trust.

Thematic research

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

Investing in Asia with investment trusts

19 June 2025

How investment trusts provide exposure to the growth story in Asia.

Bank to the Future

18 June 2025

Banks are changing, they’re more resilient, more disciplined, and better capitalised for the future.

Get Rich Slowly: Dopamine over discipline?

15 June 2025

Our investment specialist reflects on the lure of chasing the hot stocks.

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Downing Renewables accepts £175m bid at 7.5% discount

The board of the small green energy infrastructure trust says the 'certainty' of a cash offer from renewable arm of Downing Estate Planning represents the best outcome for shareholders.
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The biotech bust: a case study in hype, hubris but now hope

The rout in the healthcare sector shows no sign of abating. Even during the recent market weakness, investors haven’t appreciated its defensive qualities, but have instead focused on the potential disruption to US healthcare from an unpredictable new administration. However, contrarian investors may spot opportunities in the gloom. The MSCI World Healthcare index is down […]
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Downing Renewables & Infrastructure agrees recommended cash offer from Bagnall

Downing Renewables & Infrastructure Trust (DORE) has announced that its board has agreed terms for a recommended all-cash acquisition by Polar Nimrod Topco Limited (Bidco), a newly formed vehicle wholly owned by Bagnall Energy Limited. The transaction, which will be implemented via a Court-sanctioned scheme of arrangement, values DORE at approximately £174.6m, or 102.6016p per […]
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Aquila European Renewables completes Sagres disposal

Aquila European Renewables (AERI) has confirmed the completion of its previously announced Sagres disposal (a hydropower asset in Portugal), with the company receiving €14.7m in sale proceeds. The deal marks a key step in AERI’s managed wind-down process, following the board’s strategic review and shareholder backing for a staged realisation of assets. Looking ahead, the […]
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Heavily discounted Syncona to wind down after biotech beating

The one-time darling of the trust sector has had an almighty fall from grace and will now put shareholders out of their misery with a managed wind down.

HgCapital Trust

19 June 2025

HgT – equity proposition.

Hansa Investment Company

18 June 2025

Combination heralds a bigger, simpler structure.

Rockwood Strategic

18 June 2025

RKW’s performance-driven promotion to the FTSE All-Share Index could open up a wider investor base.

Hansa Investment Company

18 June 2025

Combination heralds a bigger, simpler structure.

ICG Enterprise Trust

17 June 2025

ICG Enterprise Trust ‘Your questions answered – Interviews 1 and 2’

Result of AGM

19/06/2025 - 18:23

BlackRock Smaller Companies

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Transaction in Own Shares

19/06/2025 - 18:21

BlackRock Throgmorton Trust

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Transaction in Own Shares

19/06/2025 - 18:20

BlackRock Income & Growth

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Transaction in Own Shares

19/06/2025 - 17:56

Bankers Investment Trust

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Transaction in Own Shares

19/06/2025 - 17:54

Henderson Smaller Companies

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Glossary

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

Research tools

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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.