Compass: The AIC's monthly newsletter

This month in Compass, we’re hunting for this year’s dividend heroes and consistent high yielders. Ian Cowie delves into Trump’s tariffs and we explore the trusts holding defence.

Latest articles, press releases and videos

Search by topic
Image

Impact of Trump’s tariffs on investment trust discounts

Private Equity, Growth Capital and Leasing sector discounts widen most. UK, Global Emerging Markets and Europe sector discounts narrow.

Image

What are share buybacks and why do they happen?

Nick Britton, Research Director of the AIC explains share buybacks.

Image

Trusts that offer a port in the storm

Investment trusts that aim to protect your capital could be a good choice now, writes David Prosser.

Image

Director talk: Caroline Hitch

Caroline is chair of CQS New City High Yield Fund.

Image

2024/2025 VCT fundraising is third highest on record

VCTs raise £895 million to invest in ambitious young UK companies.

Image

AIC welcomes regulation of alternative fund managers

The AIC has today welcomed the Treasury’s ‘Regulations for Alternative Fund Managers’ Consultation, and the FCA’s ‘Call for Input: Future regulation of alternative fund managers’.

Image

Fantasy fund manager: fighting against the Trump dump

Our contestants’ portfolios took a battering in March… with one exception.

Image

My share, my vote: AIC launches petition to change company law

The AIC has launched our 'My share, my vote' campaign petition to make sure every shareholder has a voice. Richard Stone explains what we're campaigning for and why it's so important.

Image

My share, my vote: AIC launches petition to change company law

Platforms should not be able to choose whether to pass on voting rights.

Image

Make the most of the new tax year

David Prosser on why it makes sense to invest as soon as you can.

Image

What is gearing?

Nick Britton, Research Director of the AIC explains gearing, investment trusts' unique ability to borrow money to invest.

Image

Dunedin Income Growth Trust: digging for quality

Co-Manager, Ben Ritchie, provides an update on the Trust's recent drivers of performance.

Thematic research

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

Get Rich Slowly: A nightmare on Wall Street?

24 April 2025

Our investment specialist reflects on the aftermath of her Liberation Day losses.

Investing in Asia with investment trusts

16 April 2025

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

Top of the Stocks: most bought and sold shares in March

13 April 2025

Citywire logo

What do investment trust managers do in a market crisis?

When global markets tank, as they have done in April, words like 'chaos' and 'turmoil' are thrown about by market commentators, but do not always match the reality for professional investors.
Citywire logo

Bellevue Healthcare risks ‘sub-scale’ status with new discount policy 

Bellevue Healthcare has introduced a new zero discount policy, but analysts are concerned it will encourage further 'shrinkage' of the £277m trust.
Quoted data logo

REITs proving a safe haven amid tariff turmoil

Very few pockets of the investment universe have escaped the tariff turmoil, but could the real estate sector prove a safe haven while volatility and uncertainty prevail? With global markets sent into a tailspin following “Liberation Day” in early April – when the US president imposed penal, “reciprocal” tariffs on every nation in the world, […]
Citywire logo

Big 12: How F&C’s Niven is guiding £5bn giant through US turmoil

As manager of one of the largest listed global equity funds out there, Paul Niven is not one for making rash decisions and his balanced approach has kept the fund ahead of its benchmark across all timeframes.
Quoted data logo

BlackRock Throgmorton Trust Annual Results

In this update, Dan Whitestone, Lead Portfolio Manager of the BlackRock Throgmorton Investment Trust, recaps the Trust’s strong 2024 performance with a net return of 16.3%, outperforming the benchmark by 2.2%. He discusses the challenges faced in a difficult UK market, key portfolio changes, and his outlook for 2025. Despite a tough macro environment, Dan […]

Schroder Real Estate

24 April 2025

In The HotSeat Special - When will REITs rebound?

VietNam Holding

24 April 2025

Vietnam is navigating turbulent trade war.

Custodian Property Income REIT

24 April 2025

In The HotSeat Special - When will REITs rebound?

TR Property

24 April 2025

In The HotSeat Special - When will REITs rebound?

CC Japan Income & Growth Trust

24 April 2025

Why inflation is the engine driving long-term equity growth in Japan.

Dividend Exchange Rate Set

24/04/2025 - 18:54

BlackRock Latin American

Read more

Issue of Equity

24/04/2025 - 17:49

CVC Income & Growth

Read more

Transaction in Own Shares

24/04/2025 - 17:41

Montanaro UK Smaller Companies

Read more

Transaction in Own Shares

24/04/2025 - 17:40

Scottish Oriental Smaller Companies

Read more

Director/PDMR Shareholding

24/04/2025 - 17:33

Schroder British Opportunities

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.