Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie explains what a new PM means to investors, managers reflect on the impact of the Brexit vote and we search for the next mega-IPOs.

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Rethinking the Risk | Future Trends in Investment Trusts, June 2026

Emma Bird sits down with expert portfolio manager Julian Bishop to challenge conventional passive indexing, breaking down why todays highly concentrated tech benchmarks ...

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Investment trusts can keep the faith

David Prosser argues in favour of a long-term approach.

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Time to take stock of UK smaller companies?

David Prosser on the case for a rebound in UK small-cap trusts.

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Asia’s Untapped Growth: Rethinking Diversification Beyond the Headlines | Future Trends in Investment Trusts, June 2026

Why write off Asian equities now Gabriel Sacks, Lead Manager, Aberdeen Asia Focus PLC, and James Burns, Head of MPS, Evelyn Partners, dismantle misconceptions and spotli...

Me and my trusts: Patrick Hosking – what investment trusts do you hold in your own portfolio?

Patrick Hosking, former Financial Editor of The Times, on the investment trusts that he trusts with his pension.

Me and my trusts: Patrick Hosking – what do you most like about investment trusts?

Patrick Hosking, former Financial Editor of The Times, on why he prefers investment trusts to other funds.

Me and my trusts: Patrick Hosking – are savers right to be nervous about investing?

Patrick Hosking, former Financial Editor of The Times, on what advice he’d give to first-time investors.

Me and my trusts: Patrick Hosking – former Financial Editor of The Times

Patrick Hosking, former Financial Editor of The Times, explains what advice he'd give to first-time investors, what he likes about investment trusts, and what trusts he holds in his own portfolio.

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A decade after the referendum: how has Brexit impacted UK investment trusts?

“The main reason for optimism is that the valuation starting point is just so low”.

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Investment trusts: the treatments and takeovers behind the biotech boom

From cancer to depression, new medicines will transform health outcomes.

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Fantasy fund manager: contestants buoyed by resilient bull market

All portfolios are up as a wide range of sectors saw gains in May.

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The gift that keeps on giving

David Prosser on the advantages of opening pensions for children.

Thematic research

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

The changing of the guard

14 July 2026

A World Cup style review

14 July 2026

Full moon rising

2 July 2026

Myths and legends in investment trust M&A.

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SEGRO rejects improved but 'highly opportunistic' bid from Prologis

The 6% increase is ‘getting closer’ to a reasonable offer, but a ‘serious conversation’ will only begin at 1,000p per share.
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GCP Infrastructure wafts higher on wind assets sale

FTSE 250-listed fund GCP Infrastructure Investments (LON:GCP) has sold two operational onshore wind projects at Winscales Moor and Burton Wold. The company completed this disposal at a 13% premium to the latest net asset value (NAV) of these projects.

Small wonders: the hidden gems among smaller companies

There is a wealth of high-quality smaller companies in the UK, overlooked by investors, that are ripe for reappraisal.
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Alternative Income REIT ‘welcomes’ bid interest from bigger rival

Shares in Alternative Income REIT (LON:AIRE) climbed after the commercial property-focused fund said it views a potential all-share offer from AEW UK REIT (LON:AEWU) as superior to a competing bid from Glenstone REIT.
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Impax Environmental Markets launches search for new manager

The newly appointed board of Impax Environmental Markets (IEM), elected following Saba Capital’s successful campaign to replace the trust’s previous directors in June, has moved swiftly to terminate the trust’s investment management agreement with Impax Asset Management. The current manager has a contractual 12-month notice period, but the board has asked Impax Asset Management to […]

Monks

16 July 2026

Global growth wider a wider lens.

Real Estate Credit Investments

13 July 2026

FY’26 results: High yield, clear path to dividend cover.

BH Macro USD

9 July 2026

BHMG’s role as a portfolio diversifier looks increasingly relevant in today's markets.


 

Hansa Investment Company

9 July 2026

Hansa’s wide discount arguably doesn’t reflect the transformative year and positive outlook.

BH Macro

9 July 2026

BHMG’s role as a portfolio diversifier looks increasingly relevant in today's markets.


 

Transaction in Own Shares

17/07/2026 - 18:09

Foresight Solar Fund

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Transaction in Own Shares

17/07/2026 - 17:37

BlackRock Smaller Companies

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Transaction in Own Shares

17/07/2026 - 17:33

Biotech Growth Trust

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Transaction in Own Shares

17/07/2026 - 17:26

Fidelity Emerging Markets

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Transaction in Own Shares

17/07/2026 - 17:25

BlackRock Greater Europe

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Glossary

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

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