Compass: The AIC's monthly newsletter
This month Compass steps into Christmas. We reveal this year’s investment trust star performers, and our managers predict what’s in store for 2026.
Latest articles, press releases and videos
Investment trust 2025 review: another record year for corporate activity
26 deals done and nearly £10 billion of shares bought back, setting a new record.
Fantasy fund manager: race goes down to the wire in competition’s final month
Top three players have all made over 20% profit this year.
US will do worst over next 12 months, say investment trust investors
Private investor sentiment survey shows shift from growth to value.
Meet the manager: Guy Anderson
Portfolio Manager of The Mercantile Investment Trust.
New CCI rules “victory for common sense”
AIC responds to final rules on Consumer Composite Investments.
Advisers and wealth managers say budget cut to VCT tax relief from 30% to 20% will hit fundraising
Three quarters of advisers signal lower appetite for VCTs following tax relief reductions.
AIC fund manager poll: emerging markets tipped for the top in 2026
Read comments from 22 investment trust managers.
Commodities take gold in 2025 performance tables with 44% return
China comes in second, shrugging off trade war worries.
Let Santa help secure your kids’ financial futures: the wisdom of gifting investment trusts
Technology & Technology Innovation sector tops performance charts and average investment trust returns £4,600 on £1,000 over 18 years.
A mixed bag for VCT investors
David Prosser explains the implications of the Chancellor’s changes to venture capital trusts.
AIC: “It is vital that all shareholders vote”
Response to Saba’s proposed requisition of General Meeting of Edinburgh Worldwide.
Budget 2025: Cut to tax relief from 30% to 20% undermines VCT scheme
The AIC has strongly criticised the Chancellor’s decision.
Me and my trusts: Linus Uhlig on what started him investing
Award-winning financial journalist Linus Uhlig explains what triggered him to start investing.
Recorded October 2025.
Me and my trusts: Linus Uhlig on what trusts he holds, and why
Linus Uhlig, senior reporter on Investment Week, reveals what investment trusts he holds in his own portfolio.
Recorded October 2025.
Me and my trusts: Linus Uhlig on why he prefers investment trusts
Linus Uhlig, senior reporter on Investment Week, on what he likes about investment trusts.
Recorded October 2025.
Thematic research
Third-party thematic research on investment companies can be found below.
Small stocks, big bargains? Why UK small cap trusts could be set for a turn around
Ecofin Global hikes dividends as AI power demands boost its infrastructure and utilities portfolio
Morning briefing: BlackRock Frontiers beats benchmark ahead of 100% tender; Discount narrowning saves Aberdeen India; INPP expands buybacks by £25m; plus AWEM, ABDN, RTW
Saba boss slams Baillie Gifford for reducing SpaceX stakes in EWI and USA before rocket company’s “$1.5trn” float
Suffering from home bias? Try Asia and its smaller companies
Smithson Investment Trust
12 December 2025
QuotedData's In The HotSeat - Simon Barnard from Smithson Investment Trust
Fidelity Special Values
12 December 2025
FSV has delivered impressive returns over both the short and long term.
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.
