Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie explains what a new PM means to investors, managers reflect on the impact of the Brexit vote and we search for the next mega-IPOs.
Latest articles, press releases and videos
What does dividend yield mean?
Dividend yield gives you a feel for the level of income you may receive from an investment company.
What does ex-dividend mean?
For an explanation of what ex dividend means, also known as ‘ex div or ‘xd’ please watch this video.
What is gearing?
Investment companies can borrow money to invest in further assets. This is known as gearing. Find out more about gearing in this short video.
What are ongoing charges?
Costs are an important consideration when investing. Find out more about ongoing charges.
Management and performance fees
Investment companies must pay fees to their fund managers. Find out more about fees in this short video.
What happens when an investment company winds up?
Find out what happens when an investment company’s life comes to an end.
The importance of investment company boards
Ian Cowie explains why investment company boards are a clear benefit of investment companies.
Burn before reading
Chief Executive, Ian Sayers, explains what he would like to do with Key Information Documents (KIDs).
Is it time to get into gold?
David Prosser asks whether the precious metal really is a safe haven.
FAANGs, fads and investment fashions
Ian Cowie explains why investors should be wary of blindly following the crowd.
Is the US due a reappraisal?
Scottish Investment Trust manager, Alasdair McKinnon, reflects on his recent trip.
Your investment journey
What will you save for: a first home, your children's future or perhaps your retirement?
A decade after the referendum
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss the impact of Brexit ten years on.
Where has Brexit left UK investment trusts?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss the impact of the Brexit vote on UK investment trusts.
Recorded in June 2026.
The impact of the Brexit vote on UK markets over the last 10 years
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss the impact of the Brexit vote on UK markets over the last 10 years.
Recorded in June 2026.
Is the Brexit decision still an issue for markets today?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss whether the Brexit decision is still an issue for markets today.
Recorded in June 2026.
Why has sentiment towards the UK recovered recently?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss why sentiment towards the UK has recovered recently.
Recorded in June 2026.
Has sentiment towards UK investment trusts changed and why?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss whether sentiment towards UK investment trusts has changed and why.
Recorded in June 2026.
Why are investment trusts well placed for the next decade?
James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss why investment trusts are well placed for the next decade.
Recorded in June 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
Impax Environmental Markets launches search for new manager
Prologis sweetens SEGRO approach with cash option as board rejects third proposal
Morning briefing: Alternative Income REIT assessing fresh AEW offer, GCP completes onshore wind sales
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
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.
