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.

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Blog: Investors in the driving seat…and not before time

Ian Sayers gives his view on the platforms conclusion.

The outlook for the commercial property sector

How does commercial property justify its place in a diversified portfolio?

Mind the Gap: Property managers focus on prime locations

What is the outlook for the property investment company sector?

My best investment - Michael Morris, Picton Property Income Limited

Why property is about buying well and focussing on income generation.

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.

Thematic research

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

Siren song

20 May 2026

Long-term cash holdings may cost investors more than they think, but investment trusts offer a compelling alternative through strong dividend growth potential.

No country for old energy

8 May 2026

As the energy mix evolves, renewables look increasingly attractive, despite market scepticism.

A shot in the arm

8 May 2026

Pension fund cash could be a boon for the sector.

Brexit 10 years on: Are UK shares going to be this cheap forever?

Nearly ten years after Britain voted to leave the European Union, fund managers overseeing some of the UK’s oldest investment trusts believe the lasting legacy of Brexit for investors may be less about economic disruption and more about valuation.
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TR Property’s Phayre-Mudge says Unite boss should be held accountable for “disastrous” Empiric Student Property acquisition

Update: TR Property (TRY) fund manager Marcus Phayre-Mudge has demanded that Unite (UTG) chief executive Joe Lister be held to account for its “disastrous” acquisition of Empiric Student Property. Phayre-Mudge, head of property investment at Columbia Threadneedle subsidiary Thames River Capital, accused Lister and Unite’s management team of “hubris” in pursuing the £723m cash and […]
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Three ways to play the renewable renaissance

With the Strait of Hormuz still more or less shut to traffic, oil and gas prices remain at elevated levels. Brent crude oil futures continue to trade around $90 per barrel compared with $60 at the start of the year.
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Morning briefing: “Strap in” for Grainger battle as Saba follows Mike Ashley with 5% stake; Saba target Workspace cuts dividend; Molten backs Isar Aerospace; IBT and BIOG chalk up sixth bid as GSK buys Nuvalent; plus Helical, Tritax Big Box

Saba Capital has bought a 5% position in Grainger (GRI), the £1.1bn residential landlord that has been trading at around a 50% discount to net asset value. Shares in the company rose 4.2% to 159.7p after the activist hedge fund’s stake, mostly held in swap derivatives, was disclosed yesterday afternoon. Saba completed buying the position […]
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Hansa to double private assets post Ocean Wilsons deal

The trust will also diversify its style and sector as it prepares to enter the FTSE 250.

Molten Ventures

10 June 2026

ICEYE fundhttps://email.edisongroup.com/c/AQi4ixYQ6ZagAhics8dHINqf3hQo6YbnCFBbK9Q1fRp3-zRv2v6MiBKmT0dboCkV-lGK_-1NGckqing round triggers over 200% uplift.

Impax Environmental Markets

9 June 2026

The endgame?

Alliance Witan

4 June 2026

ALW offers plenty of latent value that the market has yet to recognise.

Finsbury Growth & Income Trust

3 June 2026

Strong support for former top-rated trust.

JPMorgan American

3 June 2026

JAM is well positioned to benefit from a broadening of market returns.

AGM Statement

09/06/2026 - 18:31

Albion Technology & General VCT

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Result of AGM

09/06/2026 - 18:13

Life Settlement Assets

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Form 8.3 - LondonMetric Property & Schroder REIT

09/06/2026 - 17:59

Schroder Real Estate

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Holding(s) in Company

09/06/2026 - 17:55

Molten Ventures

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Transaction in Own Shares

09/06/2026 - 17:48

Polar Capital Technology

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Glossary

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

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