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.
Latest articles, press releases and videos
Meet the manager: David Moss
Portfolio Manager of CT UK High Income Trust.
Investment Company Showcase 2024: Ian Lance, Manager of Temple Bar Investment Trust
Ian Lance interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Ian's presentation at the Investment Company Showcase 2024 on 11 October 2024.
ESG is more than just a fad
David Prosser on why it is too late to stop the shift to sustainable investments.
Investment Company Showcase 2024: Jasmine Yeo, Co-Manager of Ruffer Investment Company
Jasmine Yeo interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Jasmine's presentation at Investment Company Showcase 2024 on 11 October 2024.
Investment Company Showcase 2024: Craig Baker, Manager of Alliance Trust and CIO of WTW
Craig Baker interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Investment Company Showcase: Testimonial from private investor
Sue Lyons, private investor, gives an insight into the Investment Company Showcase, why she attended the event and how other investors can benefit from attending.
Trump part two – or the first female President? What the US election means for investors
Trump part two – or the first female President? What the US election means for investors.
Clean energy offers triple whammy for patient investors
Ian Cowie explains the factors powering up returns in the renewable energy sector.
Highest yielding equity investment trusts
See table of 26 investment trusts with a yield of 4.5% or more.
Investment Company Showcase 2024: Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust
Mike Seidenberg interview with Annabel Brodie-Smith, Communications Director (AIC) ahead his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Meet the manager: Mike Seidenberg
Lead Portfolio Manager of Allianz Technology Trust.
A gift from the Fed
David Prosser explains what trusts and sectors could benefit from the Fed’s recent rate cut.
VCTs: a 30-year legacy
Featuring comments from James Hendry of Gresham House Ventures, which manages the Baronsmead VCTs, Peter Dines of Mercia Ventures, which manages the Northern VCTs and Robert Whitby-Smith of Albion Capital, which manages the Albion VCTs.
VCTs: a 30-year legacy
Featuring comments from James Hendry of Gresham House Ventures, which manages the Baronsmead VCTs, Peter Dines of Mercia Ventures, which manages the Northern VCTs and Robert Whitby-Smith of Albion Capital, which manages the Albion VCTs.
Recorded in February 2025.
VCTs are celebrating their 30th Birthday – why have they been so successful?
VCTs: a 30-year legacy. Annabel Brodie-Smith, James Hendry, Peter Dines and Robert Whitby-Smith discuss why VCTs have been so successful over the past 30 years.
Recorded in February 2025.
What types of companies are you investing in and why?
VCTs: a 30-year legacy. A panel of venture capital trust (VCT) managers talk about the types of companies they are currently investing in and why.
Recorded in February 2025.
What’s the current appetite for VCT investment?
VCTs: a 30-year legacy. Annabel Brodie-Smith asks venture capital trust (VCT) managers what the current appetite is for VCT investment.
Recorded in February 2025.
What economic and social benefits do VCTs provide?
VCTs: a 30-year legacy. James Hendry, Peter Dines and Robert Whitby-Smith explain the social and economic benefits of venture capital trusts (VCTs).
Recorded in February 2025.
Thematic research
Third-party thematic research on investment companies can be found below.
Me and my trusts: Holly Mead
Nick Gardner, Investment Editor of the Association of Investment Companies, asks Holly Mead, Deputy Money Editor of The Times and The Sunday Times, how she encourages people to invest, what trusts she holds and what she likes about investment trusts.
Me and my trusts: Holly Mead
Nick Gardner, Investment Editor of the Association of Investment Companies, asks Holly Mead, Deputy Money Editor of The Times and The Sunday Times, how she encourages people to invest, what trusts she holds and what she likes about investment trusts.
Recorded in February 2025.
Me and my trusts: Holly Mead - how do you encourage people to invest in the stock market?
Nick Gardner of the Association of Investment Companies asks journalist how she goes about encouraging people to invest in the stock market.
Me and my trusts: Holly Mead - what do you like about investment trusts?
Nick Gardner of the Association of Investment Companies asks journalist Holly Mead what she likes about investment trusts.
Me and my trusts: Holly Mead - what investment trusts do you hold and why?
Nick Gardner of the Association of Investment Companies asks journalist Jeff Prestridge what investment trusts he holds and why.
Backing the best of British
Temple Bar delivers another year of strong outperformance and proposes dividend uplift
Literacy Capital’s long-term track record remains strong despite short-term NAV decline
JPMorgan European Growth & Income
20 March 2025
JEGI provides consistent outperformance combined with a dividend yield.
Ashoka WhiteOak Emerging Markets
20 March 2025
AWEM's strong stock selection in SMIDs is driving outperformance.
Schroder Asian Total Return
20 March 2025
Schroder Asian Total Return (ATR) has released its financial results for the year ending 31/12/2024.
BlackRock Greater Europe Investment Trust Plc - Transaction in Own Shares
21/03/2025 - 18:10
BlackRock Smaller Companies Trust Plc - Transaction in Own Shares
21/03/2025 - 18:10
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.
