Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie heads to Canada and managers explain what’s next for VCTs. And the second year of fantasy fund manager kicks off!
Latest articles, press releases and videos
Why it pays to shop around for an investment platform
AIC releases updated cost comparison information to help investors save money.
Followers of fashion: investment trusts indulge in luxury brands
From designer labels to luxury goods, managers discuss their holdings ahead of London Fashion Week.
Big (or small) in Japan
David Prosser on the Japanese market’s potential after hitting all-time highs.
AIC: Act now to protect investors from Saba’s repetitive attacks
Calls on FCA and Department for Business and Trade to take action.
The year of the fire horse: can Chinese equities continue their stellar gains?
Managers optimistic on Chinese tech and policies to boost housing market.
Love at first buy: investment trust managers on long-held investments
“While we can love a stock, it can’t love us back”.
Rhys Davies, Invesco Bond Income Plus - Outlook for Bonds 2026 | Winterflood Conference 2026
Inflation may no longer be running rampant, but its ghost still haunts fixed income markets. Rhys Davies, Manager of Invesco Bond Income Plus, reveals why he expects infl...
Beat the crowds to invest in SpaceX
David Prosser explains how to get early exposure to big ideas.
Fantasy fund manager: miners and metals off to flying start
Despite the ferocious sell-off in precious metals, mining stocks are still leading the way.
Have we reached “peak anti-ESG”?
Nick Britton, research director of the AIC, discusses the key findings of the ESG Attitudes Tracker with Natalie Kenway of Sustainable Investing.
Tax relief cuts and difficult markets: what’s next for VCTs?
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss what's next for VCTs following the Budget.
Inside the Triple Point Venture VCT
The AIC’s research director Nick Britton discovers what drives risk and returns for VCT investors in conversation with Triple Point’s Seb Wallace.
Tax cuts and difficult markets
VCT managers discuss what's next for VCTs following the Budget.
Challenging time for some smaller companies and their outlook
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT talk about the challenging time for some smaller companies and their outlook.
Recorded January 2026.
Why do investors use VCTs and what are the benefits?
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss why investors use VCTs and their benefits.
Recorded January 2026.
Which areas of the market are currently offering the strongest opportunities?
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss which areas of the market are currently offering the strongest opportunities.
Recorded January 2026
Impact of reducing the upfront tax VCT relief from 30% to 20%
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss the impact of reducing the upfront VCT tax relief from 30% and 20%.
Recorded January 2026
Good news in the Budget
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss what's the good news in the Budget.
Recorded January 2026
Thematic research
Third-party thematic research on investment companies can be found below.
NextEnergy Solar says strategic review “progressing well” as asset value falls 4.4%
Morning briefing: FTSE rallies as UK inflation falls to 3%; Anthropic bigger threat to AI rivals than RELX, says Lindsell Train; AVI Global exits best investment Aker; plus DGI9, WINV, LMS
Active ETFs gather $4.2bn in January to add to their record $1.9trn in 2025
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.
