Compass: The AIC's monthly newsletter

This month Compass steps into Christmas. We reveal this year’s investment trust star performers, and our managers predict what’s in store for 2026.

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Fund managers’ favourite emerging market stocks revealed

Managers discuss the companies most widely held in global emerging markets trusts.

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Investment trust managers are embracing digital assets and crypto

Shift in market from “consumer apps” to “resilient B2B infrastructure”.

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Voting on the rise among investment trust shareholders

AGM attendance slightly up among private investors.

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Baroness Bowles and Baroness Altmann call on government to include investment companies in Pension Schemes Bill

Excluding investment companies is a "serious error".

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Private equity: patient capital rewarded

David Prosser on the debate around private equity investment trusts.

Me and my trusts: Linus Uhlig on why he prefers investment trusts

Linus Uhlig, senior reporter on Investment Week, on what he likes about investment trusts.

Me and my trusts: Linus Uhlig on what trusts he holds, and why

Linus Uhlig, senior reporter on Investment Week, reveals what investment trusts he holds in his own portfolio.

Me and my trusts: Linus Uhlig on what started him investing

Award-winning financial journalist Linus Uhlig explains what triggered him to start investing.

Me and my trusts: Linus Uhlig

Nick Gardner, Investment Editor at the Association of Investment Companies (AIC), speaks to Linus Uhlig, senior reporter on Investment Week, about what got him into investing and why he prefers investment trusts.

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Director talk: Helen Sinclair

Helen is a director of Blackrock Smaller Companies Trust and Shires Income, and chairs Octopus Future Generations VCT.

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Emerging markets are making an overdue comeback

David Prosser on the potential for emerging markets investment trusts.

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Meet the manager: Richard Hickman

Managing Director of HarbourVest Private Equity (HVPE).

Thematic research

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

Back to the future

26 November 2025

Our analyst argues investment trusts are the modern way to invest.

Following the flow, where global capital is looking next

19 November 2025

Recent flows point to a potentially subtle shift, with investors reassessing the regions offering a balance of value and reform-driven growth outside the US.

Understanding the world’s oldest collective investment vehicle

18 November 2025

Edison explains: Investment trusts

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The Santa rally – reality or myth? And can trust investors benefit?

The wreaths are up, and the mince pies are in the oven. And in the investment world too we have our own end-of-year traditions. Foremost amongst these is the “Santa rally”, specifically the old lore that the market invariably performs strongly over the festive period. But is it true? And if so, can trust investors […]

An opportunity to acquire high quality income names at attractive prices

Written by James Harries, Tomasz Boniek, Co-Managers, STS Global Income & Growth Trust.
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Morning briefing: Schroder European REIT defers long-term decisions as Redding takes chair; plus CREI, BYG

Annual results from Schroder European Real Estate highlight the challenges for incoming chair Phil Redding and fund manager Jeff O’Dwyer, Custodian Property Income reports good half-year results and self-storage group Big Yellow confirms takeover talks with Blackstone have ended. Schroder European Real Estate (SERE), the £83m listed property fund weighed down by a French tax […]
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Barings Emerging EMEA takes steps to win back dissenting shareholders after “outstanding” year

Barings Emerging EMEA Opportunities (BEMO) is hiking dividends and streamlining its investments as the £87m investment trust looks to win back the large minority of disaffected shareholders who voted against the company’s continuation in October. Outgoing chair Frances Daley said BEMO had delivered an “outstanding” annual result with a 28.3% investment return for the year […]
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Saba proposes new Edinburgh Worldwide board for 2026 vote

Activist US hedge fund formally requisitions general meeting to replace the board of Baillie Gifford's Edinburgh Worldwide investment trust.

BlackRock Greater Europe

5 December 2025

New co-manager and reduced management fees.

Seraphim Space Investment Trust

4 December 2025

Dual-use SpaceTech: a strategic shift, not a short-term trend.

Hansa Investment Company

4 December 2025

Court judgment sanctioning the scheme.

MIGO Opportunities Trust

4 December 2025

QuotedData's In The HotSeat - Tom Treanor & Charlotte Cuthbertson

Hansa Investment Company

4 December 2025

Court judgment sanctioning the scheme.

Transaction in Own Shares

04/12/2025 - 18:53

BlackRock Smaller Companies

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Portfolio Update

04/12/2025 - 18:14

Fidelity Special Values

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Results of 2025 AGM

04/12/2025 - 18:07

CQS New City High Yield Fund

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Dividend Declaration

04/12/2025 - 17:51

VPC Specialty Lending Investments

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Transaction in Own Shares

04/12/2025 - 17:49

The European Smaller Companies Trust

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Glossary

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

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