Compass: The AIC's monthly newsletter
This month in Compass, trust managers explain the continued demand for oil and gas, Ian Cowie makes the case for bonds, and we look at why global emerging markets are flying.
Latest articles, press releases and videos
US will do worst over next 12 months, say investment trust investors
Private investor sentiment survey shows shift from growth to value.
Meet the manager: Guy Anderson
Portfolio Manager of The Mercantile Investment Trust.
New CCI rules “victory for common sense”
AIC responds to final rules on Consumer Composite Investments.
Advisers and wealth managers say budget cut to VCT tax relief from 30% to 20% will hit fundraising
Three quarters of advisers signal lower appetite for VCTs following tax relief reductions.
AIC fund manager poll: emerging markets tipped for the top in 2026
Read comments from 22 investment trust managers.
Commodities take gold in 2025 performance tables with 44% return
China comes in second, shrugging off trade war worries.
Let Santa help secure your kids’ financial futures: the wisdom of gifting investment trusts
Technology & Technology Innovation sector tops performance charts and average investment trust returns £4,600 on £1,000 over 18 years.
A mixed bag for VCT investors
David Prosser explains the implications of the Chancellor’s changes to venture capital trusts.
AIC: “It is vital that all shareholders vote”
Response to Saba’s proposed requisition of General Meeting of Edinburgh Worldwide.
Budget 2025: Cut to tax relief from 30% to 20% undermines VCT scheme
The AIC has strongly criticised the Chancellor’s decision.
Budget 2025: AIC welcomes “baby step” towards abolishing stamp duty but chancellor should have gone further
Initial public offerings (IPO) to benefit.
Budget 2025: “Cutting the cash ISA is a milestone towards creating a nation of investors”
The AIC responds to the Chancellor’s budget statement.
Building the future: UK commercial and logistics property
With more than £14 billion of assets, investment trusts in the property sectors provide investors with access to everything from logistics warehouses and AI-driven datacentres to offices and retail parks.
Positive environmental and social impact
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether their portfolios have a positive environmental or social impact.
Recorded March 2026.
M&A activity in the REIT sector
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss the M&A activity in the REIT sector.
Recorded March 2026.
How has the conflict in the Middle East had an impact?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether the conflict in the Middle East has had an impact.
Recorded March 2026.
How their portfolios are faring in these economic conditions?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss how their portfolios are performing during these current economic conditions.
Recorded March 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
Brexit 10 years on: Are UK shares going to be this cheap forever?
TR Property’s Phayre-Mudge says Unite boss should be held accountable for “disastrous” Empiric Student Property acquisition
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.
