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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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.

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Hamish Buchan

The AIC has issued a statement following the recent death of Hamish Buchan, a leading investment trust analyst, a much respected investment trust director and former chair of the AIC.

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Stress Tested: Rethinking Investment Trusts in a Turbulent Market | Investment Trust Edge

Volatility is stress-testing investment trusts. Experts reveals which strategies endure and where risks hide. See how boards are evolving through smarter capital allocati...

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AIC responds to Edinburgh Worldwide announcement

The AIC reacts to the news that the three directors nominated by Saba Capital will be appointed today.

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Common sense prevails as government amends Pensions Schemes Bill to include investment companies

This means that pension schemes will now be able to use investment companies to meet any requirement to invest in private assets.

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77% of investment trusts outperform sister funds over ten years

New research points to structural advantages of trusts over funds.

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.

Which investment trusts are backing the new space race?

The commercialisation of space is fuelling a fresh wave of investor enthusiasm in London’s investment trust sector, as fund managers seek to capitalise on booming demand for satellite infrastructure, defence technology and space-based communications once considered the preserve of governments and astronauts.
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TRIG to sell £400m of assets and slash fees ahead of vote on future

The change in fee structure will lead to an estimated 19% cost reduction.
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Renewables Infrastructure Group promises £300m more disposals and fee cut ahead of AGM continuation vote

The Renewables Infrastructure Group (TRIG) has sought to shore up shareholder support for its continuation vote next month with the £1.6bn InfraRed Capital fund saying it will target £400m of asset disposals in the next 12 months, an increase of £300m, in order to prioritise share buybacks to tackle its 34% share price discount and […]
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Morning briefing: F&C shares split; Mid Wynd cuts Lazard’s fees for two years; Ruffer buys Tips and S&P 500 calls; Unite extends buybacks after St Pancras sale; plus Grainger

F&C (FCIT) says its four-for-one share split has taken place after shareholders in the £6.2bn global equity fund approved the move at its annual general meeting on 29 April. Announced at its annual results in March, the split is designed to improve liquidity in the stock and sees the 158-year-old investment trust quadruple the number […]
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Activist Saba doubles stake in biotech trust Syncona

The US hedge fund now owns 10% of its shares, which are down 59.2% over the past five years.

Target Healthcare REIT

11 May 2026

Q326 progress ahead of accretive deployment.

Canadian General Investments

8 May 2026

Keeping calm and focused amid global turmoil.

Pantheon Infrastructure

8 May 2026

Moving to a new phase.

Lindsell Train

7 May 2026

"Market mispricing AI risk".

Regional REIT

6 May 2026

Laying foundations.

Augmentum Fintech

08/05/2026 - 18:00

Augmentum Fintech

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Transaction in Own Shares

08/05/2026 - 17:59

BlackRock Smaller Companies

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Transaction in Own Shares

08/05/2026 - 17:53

BlackRock Greater Europe

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Transaction in Own Shares

08/05/2026 - 17:43

Rights & Issues Investment Trust

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Transaction in Own Shares

08/05/2026 - 17:27

Schroder Income Growth Fund

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Glossary

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

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