Compass: The AIC's monthly newsletter

This month in Compass, we discover how to invest in SpaceX, Revolut and TikTok. Ian Cowie hunts for opportunities in Europe and we reveal the trusts that would have made you an ISA millionaire.

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New joiner Tritax Big Box REIT means there will be a record seven investment trusts in FTSE 100 index

The £4bn real estate trust is set to join the UK’s index in March.

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Meet the manager: Jacqueline Broers

Portfolio Manager of Utilico Emerging Markets Trust.

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Which investment trusts would have made you an ISA millionaire?

Allianz Technology Trust is top performer returning more than £3.6 million.

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Director talk: Shefaly Yogendra

Shefaly is a director of JPMorgan US Smaller Companies and Temple Bar investment trusts.

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Pension Schemes Bill: government on verge of scoring “own goal” by excluding investment companies

Baroness Altmann criticises “irrational” decision.

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Wealth managers’ share of investment companies holds steady while private investors’ share increases

£1 in every £6 of investment company shares now held on HL, ii and AJ Bell.

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In praise of a consistent income

David Prosser explains the extraordinary capacity of investment trusts to maintain dividend growth.

Me and my trusts: Faith Archer - what trusts do you hold in your own portfolio and why?

Faith Archer explains what trusts she has chosen for her own savings.

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Why it pays to shop around for an investment platform

AIC releases updated cost comparison information to help investors save money.

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Followers of fashion: investment trusts indulge in luxury brands

From designer labels to luxury goods, managers discuss their holdings ahead of London Fashion Week.

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Big (or small) in Japan

David Prosser on the Japanese market’s potential after hitting all-time highs.

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AIC: Act now to protect investors from Saba’s repetitive attacks

Calls on FCA and Department for Business and Trade to take action.

Thematic research

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

Dividend culture is on the rise in emerging markets.

11 March 2026

Several countries across emerging markets have taken steps to foster a stronger dividend culture.

The ageing society – a structural shift investors cannot ignore

6 March 2026

Most investment themes depend on something going right: a technology gaining adoption, a policy being passed or economic growth accelerating. Ageing is different.

A galaxy of stars

6 March 2026

Despite its recent travails, the breadth and diversity of the investment trust universe is staggering.

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NextEnergy Solar halves dividend in attempt to fix discount

The £307m trust’s reduced dividend will likely be poorly received by income investors, but is necessary for paying down debt.
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Banks drive bumper returns at Law Debenture for second year running

UK banks boosted the trust's net asset value by nearly 30% thanks to high interest rates, while its former top performer turned into its biggest detractor.
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Runaway sector successes drive Pacific Horizon outperformance

Exposure to two of last year's best performing growth stories has seen Baillie Gifford's Pacific Horizon extend its track record of outperformance.
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CQS Natural Resources up 22.6% this year after outgoing fund managers respond to Iran war by hiking energy positions and cutting gold and silver miners

CQS Natural Resources Growth & Income (CYN) fund managers Keith Watson and Robert Crayfourd have responded to the Iran war by hiking energy holdings to 34% from 24% and cutting gold and silver miners to 37% from 49% at 31 January. No reference was made to their imminent departure announced this week in the update. […]
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How “dividend hero” Law Debenture held Rolls-Royce through a three-year 1,150% share price rebound and swooped on LSEG and RELX after their AI sell-off

Update: Annual results from Law Debenture (LWDB) underline why the £1.5bn UK equity income trust won QuotedData’s long-term income award last year. The company today declared a final dividend of 10.375p per share to take the 2025 total to 35.5p, an above inflation rise of 6%, covered by revenues per share of 37.26p up more […]

Pantheon Infrastructure

11 March 2026

Future-facing fund offers global diversification.

Foresight Environmental Infrastructure

11 March 2026

Diversification boosts both growth and income.

NextEnergy Solar

11 March 2026

New focus on total returns.

Foresight Environmental Infrastructure

6 March 2026

Powered by Many Sources.

HarbourVest Global Private Equity

5 March 2026

HarbourVest Global Private Equity (HVPE) – In Prime Position.

Transaction in Own Shares

10/03/2026 - 17:51

The Global Smaller Companies Trust

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Transaction in Own Shares

10/03/2026 - 17:47

BlackRock Energy and Resources Income

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Director/PDMR Shareholding

10/03/2026 - 17:41

Real Estate Credit Investments

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Transaction in Own Shares

10/03/2026 - 17:38

GCP Infrastructure Investments

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Transaction in Own Shares

10/03/2026 - 17:35

BlackRock Greater Europe

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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.