Compass: The AIC's monthly newsletter

This month in Compass, we’re hunting for this year’s dividend heroes and consistent high yielders. Ian Cowie delves into Trump’s tariffs and we explore the trusts holding defence.

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Director Talk: Simon Cordery

Simon is chairman of Polar Capital Global Financials Trust.

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Healthy profits don’t come without risks

David Prosser on the prospects for a rebound in healthcare investment trusts.

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Meet the manager: Khanh Vu

Co-Manager of VinaCapital Vietnam Opportunity

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Donald Trump’s unlikely support for Asian tigers

David Prosser explains why Trump’s tariffs could be a boon for emerging markets trusts.

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Future Trends in Investment Trusts: Mergers, Discounts, and Cost Disclosures

Richard Stone, Chief Executive at AIC, discusses the current trends in the investment trust industry, focusing on mergers, discount strategies, cost disclosures, and the impact of recent budget announcements on the sector.

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Where I’m investing after the ‘painful’ Budget

Ian Cowie looks at the beneficiaries of Rachel Reeves’s spending measures.

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A boost for venture capital trusts

The Budget made VCTs even more attractive for investors, says David Prosser.

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AIC responds to tax changes in Autumn Budget

Comments from Richard Stone, Chief Executive of the Association of Investment Companies (AIC).

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Meet the manager: Jon Forster

Co-Portfolio Manager of Impax Environmental Markets (IEM).

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Investors are turning to emerging markets

David Prosser explains the options in this exciting sector.

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Meet the manager: Kirsty Gibson

Investment Manager of Baillie Gifford US Growth Trust.

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ITN Business programme: The future of investing

Watch interview with AIC Chief Executive, Richard Stone.

Thematic research

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

Investing in Asia with investment trusts

16 April 2025

How investment trusts provide exposure to the growth story in Asia.

Top of the Stocks: most bought and sold shares in March

13 April 2025

Five questions about Chinese markets

9 April 2025

We discuss the main issues impacting Chinese equity markets and ask if it looks a buy.

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Foresight’s move on Harmony could spark fresh interest in battery funds

The UK’s beleaguered listed battery storage sector has found itself thrust back into the spotlight this week after a group of funds, controlled by Foresight Group, launched a surprise bid for Harmony Energy Income Trust (HEIT). The Foresight funds’ bid trumps a previous bid from Drax Group for HEIT at 88p per share. Drax’s offer […]
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Trusts beware: Saba’s war chest could soon get a £500m boost

Activist Saba Capital is due to a bumper payday when it tenders all its shares in two US-listed BlackRock funds, giving it plenty of cash to continue its assault on UK investment trusts.
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‘Knockout’ offer makes Foresight likely victor in battery bidding war

Foresight appears to have secured a victory in the takeover of Harmony Energy after coming back with a stronger bid than rival Drax.
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Analysts run the rule over top defensive trusts

Sparked by volatile markets, Deutsche Numis and Investec analysts take a fresh look at the different strengths and weaknesses of BH Macro, Capital Gearing, Personal Assets and Ruffer Investment Company.
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Analysts run the rule over top defensive trust options

Sparked by volatile markets, Deutsche Numis and Investec analysts take a fresh look at the different strengths and weaknesses of BH Macro, Capital Gearing, Personal Assets and Ruffer Investment Company.

Franklin Global Trust

17 April 2025

New name, same high-quality global equity fund.

Caledonia

17 April 2025

Playing the long game.

TR Property

16 April 2025

A guide to the TR Property Investment Trust.

Schroder Japan Trust

14 April 2025

A supportive backdrop and strong stock selection have driven SJG’s outperformance.

NextEnergy Solar

10 April 2025

QuotedData's In The HotSeat - Stephen Rosser from NextEnergy Capital.

Portfolio Update

17/04/2025 - 18:17

BlackRock Greater Europe

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Holding(s) in Company

17/04/2025 - 18:03

JPMorgan European Discovery

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Investor Presentation via Investor Meet Company

17/04/2025 - 17:44

Impax Environmental Markets

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Transaction in Own Shares

17/04/2025 - 17:37

Smithson Investment Trust

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Dividend Declaration

17/04/2025 - 17:34

M&G Credit Income

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Glossary

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

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