Compass: The AIC's monthly newsletter

This month in Compass, we reveal which trusts would have made you an ISA millionaire! Ian Cowie weighs up ISAs vs SIPPs and VCTs celebrate their 30th birthday.

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The cycle’s right for private equity

David Prosser explains why retail investors might consider private equity trusts.

Me and my trusts: Ian Cowie

Nick Gardner of the Association of Investment Companies asks journalist Ian Cowie what got him started in investing, what trusts he holds and his best advice for private investors.

Me and my trusts: Ian Cowie - what is the best advice you have for private investors?

Nick Gardner of the Association of Investment Companies asks journalist Ian Cowie what his best advice is for private investors considering putting money into investment trusts, and into the stock market more broadly?

Me and my trusts: Ian Cowie - what trusts do you hold and why?

Nick Gardner of the Association of Investment Companies asks journalist Ian Cowie what trusts he holds and why.

Me and my trusts: Ian Cowie - what got you started with investing and investment trusts?

Nick Gardner of the Association of Investment Companies asks journalist Ian Cowie why he started investing in stocks and shares and what got him into investment trusts.

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Experts pick their favourite investment trusts “to add some spice to a portfolio”

A selection of adventurous trust choices which aim to boost returns over time

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Director talk: Ominder Dhillon

Ominder is a director of City of London and Fidelity Special Values.

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The hunt for a sustainable income

David Prosser explains why investment trusts offer a good choice for investors as interest rates continue to fall.

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ESG Attitudes Tracker: passion for ESG investing cools further

The number of private investors who say they consider ESG when investing has dropped for the third year in a row, according to the annual ESG Attitudes Tracker from the AIC.

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Parents calling on Bank of Gran and Grandad to give their kids a head start in life

Struggling parents say grandparents could do more to help.

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AIC calls on Treasury to include VCTs in cost disclosure exemption

Draft legislation to exclude investment companies from the requirement to produce Key Information Documents does not apply to VCTs, the AIC has learned.

Investment Company Showcase: Annabel Brodie-Smith on why you should come to the Showcase

Annabel Brodie-Smith explains what makes the Investment Company Showcase such a great event and why you should attend on 11 October.

Thematic research

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

Asia’s evolution: China’s dividend drive could reshape your income mix

14 March 2025

The new US administration has sucked oxygen from other important stories around the world. While the world was focused on Trump’s tariffs, China quietly announced a $41bn package to boost consumer spending.

Tech-tonic shifts

13 March 2025

Why do tech stocks feature so highly for Asia equity income trusts?

The Best SIPP Providers

9 March 2025

Kepler Trust Intelligence takes a look at the best SIPP providers on offer for investors.

Investing in an uncertain world: is risk properly understood?

Iain Pyle, Lead Manager of Shires Income PLC looks at the case for investing in the US verses the UK and the risks involved.
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Drax to acquire Harmony Energy Income Trust in £199.9m all-cash deal

Harmony Energy Income Trust (HEIT) has agreed terms for a recommended cash offer from Drax Bidco, a wholly owned subsidiary of Drax Group Plc (DRX), which values HEIT at approximately £199.9m. The offer will be implemented by way of a scheme of arrangement and provides shareholders with 88p per share in cash. The offer represents […]
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Drax outbids Foresight snapping up Harmony Energy for £200m

Drax has outbid Foresight with a cash offer equating to 88p per share for the battery storage fund.
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Drax outbids Foresight to snap up Harmony Energy for £200m

Drax has outbid Foresight with a cash offer equating to 88p per share for the battery storage fund.
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Blackstone makes fifth and final offer for Warehouse Reit

The US private equity group has made a final £489m offer for Warehouse Reit, following four previous unsuccessful bids.

Premier Miton Global Renewables

24 March 2025

Continuation vote in April; outlining options.

Rights & Issues Investment Trust

24 March 2025

Rights and Issues Investment Trust: high conviction stock picking.

Schroder Real Estate

21 March 2025

SREI could benefit from a property recovery.

International Biotechnology

21 March 2025

How IBT blends the high-growth biotech sector with a reliable income stream.

Schroder Oriental Income

21 March 2025

Why the Asian growth story shouldn’t be overlooked by income-seeking investors.

Transaction in Own Shares

25/03/2025 - 19:20

BioPharma Credit PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

25/03/2025 - 18:10

BlackRock Throgmorton Trust

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Transaction in Own Shares

25/03/2025 - 19:00

North American Income Trust (The)

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Transaction in Own Shares

25/03/2025 - 18:50

Lowland Investment Co PLC

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Transaction in Own Shares

25/03/2025 - 18:40

Impax Environmental Markets PLC

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Glossary

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