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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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.

Budget or bust?

Aberdeen Asset management host a debate with Andrew Neil, Presenter, and Fraser Nelson, Editor of the Spectator, on what the 2012 Budget means for Britain's future.

Things can only get better

Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year.

A new Jerusalem

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

The best stocks & shares ISA providers

Kepler Trust Intelligence run the rule over the best stocks & shares ISA providers.

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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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.