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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Small savings get big

David Prosser explains how regularly saving small amounts can pay off in the long run.

Ian Sayers blog: A better home in uncertain times?

Ian Sayers looks back on 2016 and what the future may hold in 2017.

Inside Monks Investment Trust

Charles Plowden, Manager, explains how Monks Investment Trust aims to capture pockets of growth others may overlook.

A better deal on charges

David Prosser talks more on what comparisons investors can make between funds before they buy.

“Be fearful when others are greedy, and greedy when others are fearful” – Warren Buffett

David Prosser discusses two ways investors can stay invested in equities while playing close attention to risk management.

Much ado about nothing

Fran Radano explains why being a long-term investor enables him to see past the US election.

The emerging markets “perfect storm”

Emerging markets have been among the best performing asset classes so far in 2016. Carlos Hardenberg looks at whether the rally will be sustained.

“Run a profit, cut a loss”: Should investors be thinking about taking their money out of the market?

David Prosser argues that there are two good reasons to stay invested.

Ian Sayers blog: The Great British Break Off

Ian Sayers on the technical challenge of UK fund regulation post-Brexit

‘They grow up so fast’

Tom Walker, Portfolio Manager of Martin Currie Global Portfolio Trust discusses how his approach to global equities is designed with long-term goals in mind.

“Sell in May and go away, don’t come back till St Leger’s Day”: More than just an old wives tale?

David Prosser examines whether investors should really sell up on the 1st May and buy back in during September.

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.

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.

Houston, we have an IPO

10 September 2026

SpaceX stole the headlines, but opportunities span public and private markets.

Point Break

7 September 2026

If big institutions are coming back to the sector, which trusts will benefit first?

Follow the money

26 August 2026

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

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Public access to private businesses

After SpaceX exploded onto the public markets earlier this year, it paved the way for other blockbuster IPOs. Anthropic looks likely to be next, coming to market with a valuation of over $1 trillion. Stripe, Databricks, OpenAI and others are all waiting in the wings. For the investment trusts that have backed them, it is […]
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BlackRock Income & Growth mulls exit from ‘oversupplied’ UK sector

The trust has launched a strategic review addressing 'ongoing challenges with size, liquidity, and operating costs'.
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‘Two classes of shareholder’: Is retail getting a fair deal in overnight fundraises?

Retail inclusion in fresh raises has surged since the start of the year, but some private investors still aren't happy.
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Saba responds to Gore Street over failed German asset sale

Saba Capital has responded to Gore Street Energy Storage Fund (GSF) after its board blamed uncertainty created by the activist investor’s proposals for disrupting the sale of its German battery storage asset. Yesterday, GSF revealed that the preferred bidder for its 22MW Cremzow asset had sought to reduce its offer when negotiations were at an […]
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Supermarket Income completes deployment of £100m equity raise

Supermarket Income REIT (SUPR) has completed the deployment of the proceeds from its £100m July equity raise after acquiring six grocery properties for £104m. The acquisitions, combined with the £118m purchase of three supermarkets announced in July, take SUPR’s recent investment to £222m. The nine properties have been acquired at an average net initial yield […]

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.

Transaction in Own Shares

11/09/2026 - 17:40

Allianz Technology Trust

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Transaction in Own Shares

11/09/2026 - 17:31

Schroder AsiaPacific Fund

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Transaction in Own Shares

11/09/2026 - 17:28

Schroder BSC Social Impact

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Transaction in Own Shares

11/09/2026 - 17:28

Schroder Income Growth Fund

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Transaction in Own Shares

11/09/2026 - 17:27

The European Smaller Companies Trust

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Glossary

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