Compass: The AIC's monthly newsletter

This month in Compass, our managers celebrate the renaissance of Japan and Ian Cowie goes fishing for minnows.

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My best investment - Alexander Wright, Manager, Fidelity Special Values

"My investment process is geared towards finding unloved companies with downside protection that have unrecognised growth options."

Blog: Investors in the driving seat…and not before time

Ian Sayers gives his view on the platforms conclusion.

The outlook for the commercial property sector

How does commercial property justify its place in a diversified portfolio?

Mind the Gap: Property managers focus on prime locations

What is the outlook for the property investment company sector?

My best investment - Michael Morris, Picton Property Income Limited

Why property is about buying well and focussing on income generation.

A week in the life of...Mike Adams

Mike Adams, Chief Executive of MedicX describes his busy working week.

An approach to income investing

The manager shares his strategy for investment in the income sector.

What should investors consider when choosing an investment fund?

Which factors are most important when deciding where to put your money?

Things on the up for closed-ended funds

The message from the sector is a positive one.

Changes are afoot for the investment company sector

How will the industry be more accessible to retail investors?

What potential does the Smaller Companies sector hold?

An article from Neil Hermon, fund manager of Henderson Smaller Companies.

The outlook for the investment company industry by Andrew Bell, recently elected chairman of the AIC

AIC Chairman’s comment on the investment company industry.

Thematic research

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

Crazy Rich Asia

17 October 2025

Asia offers geographical diversification and a buffer to expensive US markets.

Exploring frontier and emerging markets amid shifting global flows

15 October 2025

There is opportunity to be had in lesser-known markets in the current environment.

Continental drift

8 October 2025

Are the US and Europe drifting apart?

Citywire logo

Pacific Assets to launch strategic review after surprise manager change

The board is ‘disappointed’ by First Sentier’s sudden manager switch and will be consulting major shareholders.
Citywire logo

3i Group plunges 15% as ‘cautious’ outlook clouds strong interims

The private equity giant raised concerns over top holding Action, which may grow at a slower rate.

Schroder Income Growth Fund marks 30 years of dividend increases

Schroder Income Growth Fund, one of the UK’s oldest and most consistent equity income trusts, has capped its thirtieth consecutive year of dividend increases with another strong set of annual results, a milestone that reinforces its status as one of the Association of Investment Companies’ “dividend heroes.”
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Franklin Global solves its problems by agreeing to merge with Invesco Global Equity Income

Invesco Global Equity Income (IGET) has capped off a remarkable turnaround, clinching a merger deal with underperforming Franklin Global Trust (FRGT) that could swell its assets to £445m 18 months after it emerged from the reconstruction of Invesco Select.  IGET, a £269m trust that consolidated the three former Select portfolios in May last year, has agreed terms to issue new shares to Franklin Global shareholders who […]
Quoted data logo

Home REIT: Patron Capital offers £123m for 700 properties

Home REIT (HOME), the former homeless accommodation provider blighted by a valuation scandal three years ago, is in talks with real estate investor Patron Capital about selling the bulk of its portfolio for £123m. The indicative price, which has not been finalised, comes as Home agreed to hold exclusive negotiations with London-based Patron. It covers […]

Franklin Global Trust

13 November 2025

Combination with strongly performing peer.

ICG Enterprise Trust

13 November 2025

 Strong operating company performance drives long-term returns.

Worldwide Healthcare Trust

11 November 2025

The rapidly changing political landscape for US healthcare.

HgCapital Trust

7 November 2025

NAV rebound continued into Q325.

Rights & Issues Investment Trust

6 November 2025

Looking oversold.

Hydrogen Capital Growth

12/11/2025 - 18:00

Hydrogen Capital Growth

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Replacement-Circ & EGM Notice re MVL & capital ret

12/11/2025 - 17:57

NB Distressed Debt

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Transaction in Own Shares

12/11/2025 - 17:52

BlackRock Greater Europe

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Transaction in Own Shares

12/11/2025 - 17:40

BlackRock Smaller Companies

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Transaction in Own Shares

12/11/2025 - 17:39

Artemis UK Future Leaders

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