Compass: The AIC's monthly newsletter

This month in Compass, we’re asking for your help. Get behind our campaign to defend shareholder democracy, and we assess the impact of Trump’s tariffs on trusts.

Latest articles, press releases and videos

Search by topic
Image

Managers pick their favourite sectors and stocks as UK market outperforms during tariff turmoil

The UK equity market is seen as a “beacon of stability”. Housebuilders, property and companies with a domestic focus are tipped to perform well.

Market Matters Podcast featuring Annabel Brodie-Smith

David Brenchley interviews Annabel Brodie-Smith, Communications Director at the AIC, to discuss industry issues including Saba's activism, double-counting of costs and the AIC's petition around voting rights.

Image

Richard Stone interview on BBC Radio 4 Money Box

Listen to our CEO discuss ‘My share my vote’ with Paul Lewis. Starts at 17.46 minutes.

Image

Investing for lower interest rates

David Prosser on the likely beneficiaries as interest rates fall.

Image

Fantasy fund manager: when the going gets tough…

Only one contestant has made money as Trump’s trade war roils markets.

Image

Which trusts will rise as interest rates fall?

Infrastructure, renewable energy and property investment trusts are tipped to benefit most.

Image

Spreading your bets really does work

David Prosser analyses investment trust returns since “independence day”.

Image

Stand up for your rights

Don’t throw away your right to vote, urges Ian Cowie.

Image

My share, my vote: Nick Britton explains why you should sign the petition

The AIC has launched our 'My share, my vote' campaign petition to make sure every shareholder has a voice. Nick Britton explains why you should sign the petition.

Image

Meet the manager: Iain McCombie

Co-Portfolio Manager of Baillie Gifford UK Growth Trust.

Image

Director talk: Glen Suarez

Glen is chairman of Impax Environmental Markets.

Image

My share, my vote: Annabel Brodie-Smith explains why you should sign the AIC’s petition

The AIC has launched our 'My share, my vote' campaign petition to make sure every shareholder has a voice.

Thematic research

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

Anchors away! Sailing the seas in search of a safe haven

14 May 2025

Will new safe havens create new equity market opportunities?

Investing in commodities

12 May 2025

How investment trusts can provide exposure to the long-term growth drivers for commodities.

Investing in Asia with investment trusts

8 May 2025

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

Murray Income Trust: the unswerving search for quality

By Charles Luke, Manager, Murray Income Trust.
Citywire logo

Lowland tips UK smaller companies to switch from hindrance to help

An outsized weighting to smaller companies has held back Lowland's returns but tariff uncertainty and rate cuts should help catalyse a recovery in the sector, say the fund managers.
Citywire logo

Stable quarter brings relief for hard-hit HydrogenOne

Investors in HydrogenOne Capital Growth saw some stability restored after a tough 2024. However, the trust's 74% discount remains a challenge.
Citywire logo

Direct approach sees ICG Enterprise come roaring back to life

Private equity investor ICG Enterprise has staged an impressive comeback, delivering full-year portfolio growth five-times higher the year before.
Quoted data logo

NextEnergy Solar will maintain its dividend

NextEnergy Solar Fund says its board has approved a maintained dividend target of 8.43p per share for the financial year ending 31 March 2026. This is forecast to be covered in a range of 1.1x – 1.3x by earnings post-debt amortisation and the company can be reasonably comfortable making this prediction because there is a […]

BH Macro

15 May 2025

BHMG delivers a solid performance for 2024.

BH Macro USD

14 May 2025

BHMG delivers a solid performance for 2024.

Octopus Renewables Infrastructure

14 May 2025

ORIT shows the tangible benefits of asset diversification.

Baillie Gifford Shin Nippon

14 May 2025

BGS has unveiled a strong package of measures to spark a recovery.

Schroder Income Growth Fund

14 May 2025

SCF is rebalancing the pattern of income, ensuring a more consistent, even spread over the four interims throughout its FY2025 and beyond.

Director/PDMR Shareholding

15/05/2025 - 17:49

Manchester & London

Read more

Transaction in Own Shares

15/05/2025 - 17:46

Smithson Investment Trust

Read more

Transaction in Own Shares

15/05/2025 - 17:37

GCP Infrastructure Investments

Read more

Transaction in Own Shares

15/05/2025 - 17:37

BlackRock Greater Europe

Read more

Transaction in Own Shares

15/05/2025 - 17:35

Fidelity Asian Values

Read more

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.