Compass: The AIC's monthly newsletter

This month in Compass, we preview the Investment Company Showcase. Ian Cowie reveals his investment plan for his grandchildren and managers explore the latest innovations in healthcare.

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Investment Company Showcase 2026: Interview with Rhys Davies

Investment Company Showcase 2026: Interview with Rhys Davies

Annabel Brodie-Smith, Communications Director of the AIC, talks to Rhys Davies, ahead of the Showcase, on 9 October 2026.

Investment Company Showcase 2026: Interview with Masaki Taketsume

Investment Company Showcase 2026: Interview with Masaki Taketsume

Annabel Brodie-Smith, Communications Director of the AIC, talks to Masaki Taketsume, ahead of the Showcase, on 9 October 2026.

Investment Company Showcase 2026: Interview with Olivia Markham

Investment Company Showcase 2026: Interview with Olivia Markham

Annabel Brodie-Smith, Communications Director of the AIC, talks to Olivia Markham, ahead of the Showcase, on 9 October 2026.

Investment Company Showcase 2026: Interview with Job Curtis

Investment Company Showcase 2026: Interview with Job Curtis

Annabel Brodie-Smith, Communications Director of the AIC, talks to Job Curtis, ahead of the Showcase, on 9 October 2026.

Inside the world of investment trusts with the AIC’s Richard Stone

Inside the world of investment trusts with the AIC’s Richard Stone

Our chief executive Richard Stone joins James and Ian of Sharesify to discuss his career in the investment trust industry and the work of the AIC. Richard explains what attracted him to investment trusts, what the AIC does to support its members and investors, and why investment trusts remain an important part of the investment landscape.

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Act now to keep your capital gains tax bill down

David Prosser on how to mitigate capital gains tax from investment trusts.

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Gore Street Energy Storage Fund: “Shareholders need to take action now”

See table for voting deadlines on four major platforms.

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In search of inflation-beating income

David Prosser looks at how investment trusts can help battle rising living costs.

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Meet the manager: James Thom

Manager of Aberdeen New India Investment Trust.

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AIC launches video tutorials to help website users

Six videos run through the most useful tools to pick and monitor investment trusts.

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Why rumours of investment trusts’ demise are exaggerated

David Prosser puts recent data about the number of people with investment trust holdings into context.

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Q&A with Rebecca McVittie

The investment director of Fidelity Emerging Markets talks about career ups and downs and what she does in her spare time.

Thematic research

Research on investment trusts that focuses on a particular sector or theme can be found below. This research is produced by other companies and is not endorsed by the AIC.

Follow the money

26 August 2026

Fund flows can tell us quite a lot about what’s going on.

The Nibelungenlied

23 August 2026

Some alternatives for when bonds’ weaknesses get exposed.

Monte Cristo

19 August 2026

Kepler discuss how the AI rally has changed emerging market equities.

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Schroder European Real Estate trust to wind down

The liquidation process is expected to take two to three years, with 99.4% of votes backing the trust's closure.
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Scottish Mortgage Digital Conference

Wednesday 23 September 2026, 11:00–12:30 (UK) Join Scottish Mortgage for 90 minutes of portfolio insight and discussion on AI, China and the ideas shaping the next decade. Scottish Mortgage managers Tom Slater and Lawrence Burns will be joined by mathematician and broadcaster Professor Hannah Fry, Wharton Professor and AI expert Ethan Mollick, and Linda Lin, […]
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Is Unite failing the grade, or has it been marked down too far?

September is normally a good month to be a student accommodation landlord. Students return to university, rents start flowing and halls fill up. Yet for Unite Group (UTG), one of the UK’s largest student accommodation providers, the start of the new academic year comes with a rather less welcome arrival: activist investor Saba Capital. Saba […]
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UK government backing for Tungsten West helps Baker Steel Resources advance by 17% in August

The UK National Wealth Fund’s decision to back Devon miner Tungsten West last month helped lift the net asset value of Baker Steel Resources Trust (BSRT) by over 17%, consolidating its position at the top of the buoyant AIC Commodities and Natural Resources sector. Tungsten West (TUN), a £646m tin and tungsten miner that is BSRT’s top […]
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Morning briefing: Schroder European Real Estate shareholders approve wind-up; Aurora UK outperforms FTSE in August; Bronwyn Curtis joins board of EJF Investments

Schroder European Real Estate (SERE) shareholders yesterday approved the two-to-three-year wind-up of the £81m real estate investment trust announced in June. At a general meeting, 99.4% of votes on a 54% turnout backed an amendment to the company’s articles and a change to investment strategy so that its assets can be sold and capital returned […]

Living REIT

4 September 2026

Building from strength.

Custodian Property Income REIT

3 September 2026

Positive, income-led returns in Q127.

Invesco Asia Dragon

2 September 2026

IAD’s contrarian approach has led to a differentiated portfolio and excellent long-term returns.

HICL Infrastructure

2 September 2026

HICL is ready for the next twenty years.

Molten Ventures

1 September 2026

GROW’s true discount is even wider than the reported one.

Amendment Form 8.3 - LondonMetric & Schroder

04/09/2026 - 18:29

Schroder Real Estate

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Amendment Form 8.3 - LondonMetric & Schroder

04/09/2026 - 18:24

Schroder Real Estate

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Transaction in Own Shares

04/09/2026 - 18:00

BlackRock Greater Europe

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Holding(s) in Company

04/09/2026 - 17:55

Molten Ventures

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Transaction in Own Shares & Total Voting Rights

04/09/2026 - 17:39

Utilico Emerging Markets Trust

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Glossary

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

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