Compass: The AIC's monthly newsletter

This month Compass steps into Christmas. We reveal this year’s investment trust star performers, and our managers predict what’s in store for 2026.

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Balancing risk and return

David Prosser explains one way to judge risk when investing.

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Emerging markets investment trusts benefitting from weak US dollar and rotation away from US

Trump, tariffs and geopolitical uncertainties remain the greatest risks.

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The great investment trust sale

David Prosser highlights some investment trusts that are historically cheap.

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Monthly roundup: Saba pros & cons, Scottish Mortgage results and creating the dividend heroes

Jo, Ryan and David discuss the latest news and results in the investment trust world.

An introduction to the AIC's Investment Company Showcase

The AIC's private investor event offers investors the chance to hear from 30+ portfolio managers of investment trusts covering UK equities to emerging markets, high income to technology.

Private investor view: Damazia Ajayi shares her own personal investing experience and learnings

Start early, invest for your kids and pay monthly. Veteran investment trust investor Damazia, tells us what’s worked for her over more than 40 years.

Private investor view: what advice would you give others thinking of investing for the first time?

Yemi Elegunde has been investing for years. He shares with us what he tells people who are thinking about investing for the first time.

Private investor view: how to get started with investment trusts

Experienced investor Yemi Elegunde gives his top tips for getting started with investment trusts.

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Meet the manager: Isaac Thong

Manager of Aberdeen Asian Income Fund.

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Fantasy fund manager: relief as global markets bounce back

The May rally gave all our contestants a welcome boost.

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No longer pale, male and stale

Diversity is improving performance, explains David Prosser.

What are the biggest risks to your portfolio?

European portfolio managers from Montanaro European Smaller Companies Trust, Fidelity European Trust and JPMorgan European Discovery Trust speak to the AIC.

Thematic research

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

Back to the future

26 November 2025

Our analyst argues investment trusts are the modern way to invest.

Following the flow, where global capital is looking next

19 November 2025

Recent flows point to a potentially subtle shift, with investors reassessing the regions offering a balance of value and reform-driven growth outside the US.

Understanding the world’s oldest collective investment vehicle

18 November 2025

Edison explains: Investment trusts

Suffering from home bias? Try Asia and its smaller companies

What is the biggest hurdle to successful investment? Popular candidates normally include the likes of fear, short-termism and lack of expertise, but the title arguably deserves to go to a comparatively unappreciated phenomenon: home bias. By Gabriel Sacks, Lead Manager, Aberdeen Asia Focus PLC.
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GCP Infrastructure: Who needs jam tomorrow when you can get a 10% yield on an almost debt-free investment?

Annual results from GCP Infrastructure (GCP) have disappointed shareholders waiting for a big disposal that could fund a significant return of capital and reward them for holding on to stock standing 30% below net asset value (NAV). The £590m investment company, however, did say that its investment adviser Gravis Capital was “actively progressing transactions” that […]
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JPMorgan Asia upbeat ahead of continuation vote after new fund managers deliver plenty of growth and income

JPMorgan Asia Growth & Income (JAGI) sounds confident as it prepares for its next three-yearly continuation vote in February after a strong set of annual results following the reorganisation of its fund management team last year. Rebounds in China, Singapore, Taiwan and Korea in the second half of the financial year more than offset problems […]
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TwentyFour Select eyes more top-up dividends as “higher for longer” rates outlook boosts floating debt fund

TwentyFour Select Monthly Income (SMIF) is considering upping some of its monthly dividends after another strong year saw the 8%-yielder once again surpass its 6p per share payout target. The £288m debt fund, which mostly invests in floating rate assets, has paid shareholders 0.5p a month for most of its eleven-year life, topping up the […]
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Morning briefing: Saba doubles stake in SDCL Energy; Pacific Assets launches beauty parade; Schroder BSC still mulling options; Regional cuts fund management fee; plus BGFD, RKW, PEY, NRR, SWEF

Activist hedge fund Saba Capital doubled its position in SDCL Energy Efficiency Income (SEIT) to 10% on Tuesday, the day after its shares tumbled 18% after the company said in half-year results that it was looking at all strategic options, prioritising debt reduction and warned it may not recommend shareholders vote for the company’s continuation next year. […]

The Global Smaller Companies Trust

11 December 2025

Is this the start of a new small-cap cycle?

SDCL Efficiency Income

9 December 2025

Gearing higher, disposals progress now key.

Chrysalis Investments

5 December 2025

The road ahead.

BlackRock Greater Europe

5 December 2025

New co-manager and reduced management fees.

Seraphim Space Investment Trust

4 December 2025

Dual-use SpaceTech: a strategic shift, not a short-term trend.

Update on Offer for Subscription

10/12/2025 - 18:00

Hargreave Hale AIM VCT

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Transaction in Own Shares

10/12/2025 - 17:58

Hansa Investment Company

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Holding(s) in Company

10/12/2025 - 17:45

Ashoka WhiteOak Emerging Markets

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Issue of Equity

10/12/2025 - 17:42

City of London Investment Trust

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Transaction in Own Shares

10/12/2025 - 17:40

Henderson Smaller Companies

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Glossary

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

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