Compass: The AIC's monthly newsletter

This month in Compass, we preview the Investment Company Showcase. Ian Cowie reveals his investment plan for his grandchildren and managers explore the latest innovations in healthcare.

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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.

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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.

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Your investment journey

What will you save for: a first home, your children's future or perhaps your retirement?

Building a nest egg for children

With the average level of student debt estimated at £50,000, David Prosser explores how investment companies could help.

Two views make a market

Ian Cowie discusses the opportunities presented by bearish sentiment on the UK.

Rising rates

David Prosser discusses what higher interest rates mean for your investments.

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Alliance Trust

Craig Baker explains his role as team manager choosing eight world-class stock pickers.

A world of opportunity

Ian Cowie explains the benefits of investment companies for global exposure.

Finding financials

Nick Brind, Co-Manager of Polar Capital Global Financials Trust, explains why it's time to re-discover the financial sector.

Thematic research

Research on investment trusts that focuses on a particular sector or theme can be found below. This research is produced by other companies and is not endorsed by the AIC.

Follow the money

26 August 2026

Fund flows can tell us quite a lot about what’s going on.

The Nibelungenlied

23 August 2026

Some alternatives for when bonds’ weaknesses get exposed.

Monte Cristo

19 August 2026

Kepler discuss how the AI rally has changed emerging market equities.

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Schroder European Real Estate trust to wind down

The liquidation process is expected to take two to three years, with 99.4% of votes backing the trust's closure.
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Scottish Mortgage Digital Conference

Wednesday 23 September 2026, 11:00–12:30 (UK) Join Scottish Mortgage for 90 minutes of portfolio insight and discussion on AI, China and the ideas shaping the next decade. Scottish Mortgage managers Tom Slater and Lawrence Burns will be joined by mathematician and broadcaster Professor Hannah Fry, Wharton Professor and AI expert Ethan Mollick, and Linda Lin, […]
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Is Unite failing the grade, or has it been marked down too far?

September is normally a good month to be a student accommodation landlord. Students return to university, rents start flowing and halls fill up. Yet for Unite Group (UTG), one of the UK’s largest student accommodation providers, the start of the new academic year comes with a rather less welcome arrival: activist investor Saba Capital. Saba […]
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UK government backing for Tungsten West helps Baker Steel Resources advance by 17% in August

The UK National Wealth Fund’s decision to back Devon miner Tungsten West last month helped lift the net asset value of Baker Steel Resources Trust (BSRT) by over 17%, consolidating its position at the top of the buoyant AIC Commodities and Natural Resources sector. Tungsten West (TUN), a £646m tin and tungsten miner that is BSRT’s top […]
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Morning briefing: Schroder European Real Estate shareholders approve wind-up; Aurora UK outperforms FTSE in August; Bronwyn Curtis joins board of EJF Investments

Schroder European Real Estate (SERE) shareholders yesterday approved the two-to-three-year wind-up of the £81m real estate investment trust announced in June. At a general meeting, 99.4% of votes on a 54% turnout backed an amendment to the company’s articles and a change to investment strategy so that its assets can be sold and capital returned […]

Living REIT

4 September 2026

Building from strength.

Custodian Property Income REIT

3 September 2026

Positive, income-led returns in Q127.

Invesco Asia Dragon

2 September 2026

IAD’s contrarian approach has led to a differentiated portfolio and excellent long-term returns.

HICL Infrastructure

2 September 2026

HICL is ready for the next twenty years.

Molten Ventures

1 September 2026

GROW’s true discount is even wider than the reported one.

Amendment Form 8.3 - LondonMetric & Schroder

04/09/2026 - 18:29

Schroder Real Estate

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Amendment Form 8.3 - LondonMetric & Schroder

04/09/2026 - 18:24

Schroder Real Estate

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Transaction in Own Shares

04/09/2026 - 18:00

BlackRock Greater Europe

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Holding(s) in Company

04/09/2026 - 17:55

Molten Ventures

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Transaction in Own Shares & Total Voting Rights

04/09/2026 - 17:39

Utilico Emerging Markets Trust

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Glossary

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

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