Compass: The AIC's monthly newsletter

This month in Compass, we discover how to invest in SpaceX, Revolut and TikTok. Ian Cowie hunts for opportunities in Europe and we reveal the trusts that would have made you an ISA millionaire.

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Fantasy fund manager: miners and metals off to flying start

Despite the ferocious sell-off in precious metals, mining stocks are still leading the way.

Have we reached “peak anti-ESG”?

Nick Britton, research director of the AIC, discusses the key findings of the ESG Attitudes Tracker with Natalie Kenway of Sustainable Investing.

Tax relief cuts and difficult markets: what’s next for VCTs?

Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss what's next for VCTs following the Budget.

Inside the Triple Point Venture VCT

The AIC’s research director Nick Britton discovers what drives risk and returns for VCT investors in conversation with Triple Point’s Seb Wallace.

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Trading Trump: how to profit from the president’s unpredictable policymaking

Commodities, emerging markets and UK trusts expected to benefit.

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Meet the manager: Charlotte Morris

Portfolio Manager of Pantheon International.

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Investment trusts eye IPO recovery

David Prosser on the improving prospects for London listings.

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Private Equity Discounts, Split Caps Return, and the Future of Trusts | Investment Trust Edge

Investment specialists examine the 2026 outlook, highlighting private equitys role in capturing growth before companies reach public markets. They debate the revival of ...

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Sapna Shah appointed chair of the AIC

Alison Jefferis elected to the board, Stephanie Coxon and Cathy Pitt re-elected.

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AIC: renewable energy subsidies u-turn will damage investor confidence

Policy reversal undermines long term investment confidence.

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Venture capital trusts after the Budget

Managers explain what tax changes mean for investors.

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Discounts: a price worth paying with investment trusts?

David Prosser on why the issue of investment trust discounts may have been overblown.

Thematic research

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

The ageing society – a structural shift investors cannot ignore

6 March 2026

Most investment themes depend on something going right: a technology gaining adoption, a policy being passed or economic growth accelerating. Ageing is different.

A galaxy of stars

6 March 2026

Despite its recent travails, the breadth and diversity of the investment trust universe is staggering.

Building the future

4 March 2026

Growth themes in infrastructure investment.

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As war rages, should you go “defensive” or “defence”?

After a fresh layer of instability was added to an already uneasy global geopolitical landscape last weekend, the moment has arrived for the more defensive investment companies to come into their own. As bombs continue to rain down on Iran and retaliatory strikes are felt across the Middle East, fears are growing that the war […]

Onward Opportunities eyes Main Market after rapid growth on AIM

Onward Opportunities Limited [LON:ONWD] is exploring a move to the main market of the London Stock Exchange, in a step that would mark the next stage in the rapid expansion of the small-cap investment trust since its launch less than three years ago.
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Alliance Witan says balance is important as AI caution sees multi-manager fund fall behind MSCI World index

Fear of an artificial intelligence (AI) bubble, an underweight position in banks such as JP Morgan and Goldman Sachs and a holding in struggling drinks giant Diageo cost Alliance Witan (ALW) dearly in 2025 as it underperformed the MSCI All Country World index for a second year in a row. The £4.8bn multi-manager trust, which […]
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Saba takes £96m stake in Allianz Technology and makes it one of eight holdings in its activist ETF

Saba Capital has opened a 5.2% position in Allianz Technology Trust (ATT) and included it in the activist hedge fund’s new active ETF targeting undervalued investments trusts. The New York based firm, which is battling to take control of Herald (HRI) and Impax Environmental Markets (IEM), holds most of the £96m ATT stake in total […]
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Saba takes stake in £1.8bn Allianz Technology Trust

It outperformed almost all other trusts and open-ended funds over the past decade but still trades on a 9.8% discount.

Foresight Environmental Infrastructure

6 March 2026

Powered by Many Sources.

Patria Private Equity

5 March 2026

Curated exposure to rebounding European PE.

HarbourVest Global Private Equity

5 March 2026

HarbourVest Global Private Equity (HVPE) – In Prime Position.

Foresight Environmental Infrastructure

4 March 2026

Building the future - Growth themes in infrastructure investment (FGEN)

Real Estate Credit Investments

4 March 2026

Manager presentation and Q&A.

Half-year Financial Report - December 2025

06/03/2026 - 17:59

JPEL Private Equity

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Transaction in Own Shares

06/03/2026 - 17:51

BlackRock Greater Europe

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Transaction in Own Shares

06/03/2026 - 17:45

F&C Investment Trust

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Transaction in Own Shares

06/03/2026 - 17:44

The European Smaller Companies Trust

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Transaction in Own Shares

06/03/2026 - 17:37

Fidelity Emerging Markets

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Glossary

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