Compass: The AIC's monthly newsletter

This month in Compass, we ask whether it’s time for a turnaround for infrastructure. Ian Cowie goes global with smaller companies trusts and we delve into discounts.

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How to vote your shares

As an investment company shareholder, you have the right to vote on important decisions facing the company. Here we explain how to make sure your voice is heard.

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End of round one

Shareholders back Edinburgh Worldwide boar marking Saba Capital’s seventh consecutive defeat.

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Investment trusts adjust fees to improve value

David Prosser on how boards are delivering for shareholders.

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Meet the manager: Nick Brind

Portfolio manager of Polar Capital Global Financials Trust

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Investment Trust Update | February 2025

Saba's moves, a major trust merger, and a shareholder rights campaign lead this month's edition.

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Top 20 best performing investment trusts for your ISA

Saba-targeted trusts The European Smaller Companies Trust and Herald in top 20.

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AIC comments on Saba's proposals to convert four investment trusts into open-ended funds

Saba Capital intends to requisition four general meetings at investment trusts.

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Do discounts really matter?

David Prosser examines whether discounts are a risk or an opportunity.

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A deep dive into discounts

How much do they matter for investors?

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Director talk: Sarah Arkle

Sarah is chair of Vietnam Enterprise Investments.

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“It’s not over yet”: AIC comments on latest Saba vote

Shareholders in The European Smaller Companies Trust reject Saba’s proposals.

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Go small to win big

Ian Cowie on the joys and pains of smaller company investing.

Thematic research

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

State (of) capital

5 February 2025

With the pandemic excess having faded, what are the prospects for growth capital?

The best stocks & shares ISA providers

2 February 2025

Kepler Trust Intelligence run the rule over the best stocks & shares ISA providers.

A new Jerusalem

22 January 2025

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

Top 20 best performing Investment Trusts for your ISA

With the ISA deadline approaching, the Association of Investment Companies (AIC) has published a list of the 20 best performing investment trusts over ten years for investors who are looking for ideas.
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'End of round one' as seventh trust sees off Saba

Shareholders in Edinburgh Worldwide have voted against proposals by US activist Saba to oust the board.
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Are we still in love with the Magnificent Seven?

Investors’ most enduring love affair over the past decade has been with mega-cap technology stocks. They have swooned as the sector has gone from strength to strength, pushing more and more capital in its direction. However, there is a growing question as to whether this romantic entanglement is nearing its natural end. Until recently, the […]
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Edinburgh Worldwide rejects Saba, monumental waste of time and money

At today’s meeting of Edinburgh Worldwide shareholders that was requisitioned by Saba Capital, Saba’s proposals were overwhelmingly rejected by 63.8% to 36.2%. The turnout at the meeting was 64.7%. Edinburgh Worldwide’s chair Jonathan Simpson-Dent said: “Edinburgh Worldwide’s shareholders have spoken: they have rejected Saba Capital’s proposal for a fundamentally different strategy based on fundamentally different […]
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European Smaller Companies enters 'constructive' Saba talks

The US activist investor gives 30-day reprieve amid 'good-faith negotiations'.

ICG Enterprise Trust

14 February 2025

How a unique capital strategy drives long-term investor gains.

BlackFinch Spring VCT

14 February 2025

Blackfinch Spring VCT: Offering exposure to a range of growth-stage, technology-enabled investments.

CT UK Capital & Income

13 February 2025

A well-diversified portfolio of quality, income-resilient stocks has supported CTUK's 31-year record of dividend increases.

Sequoia Economic Infrastructure Income

12 February 2025

SEQI offers a yield of almost 9% without the use of gearing.

Custodian Property Income REIT

6 February 2025

Momentum building in Q325.

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

14/02/2025 - 19:30

BlackRock Throgmorton Trust

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

14/02/2025 - 18:40

BlackRock Smaller Companies

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Finsbury Growth & Income Trust PLC - Transaction in Own Shares

14/02/2025 - 18:10

Finsbury Growth & Income Trust

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Worldwide Healthcare Trust PLC - Transaction in Own Shares

14/02/2025 - 18:10

Worldwide Healthcare Trust

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Transaction in Own Shares

14/02/2025 - 18:40

Lowland Investment Co PLC

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Glossary

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

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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.