Compass: The AIC's monthly newsletter

This month in Compass, we’re asking for your help. Get behind our campaign to defend shareholder democracy, and we assess the impact of Trump’s tariffs on trusts.

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2024/2025 VCT fundraising is third highest on record

VCTs raise £895 million to invest in ambitious young UK companies.

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AIC welcomes regulation of alternative fund managers

The AIC has today welcomed the Treasury’s ‘Regulations for Alternative Fund Managers’ Consultation, and the FCA’s ‘Call for Input: Future regulation of alternative fund managers’.

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Fantasy fund manager: fighting against the Trump dump

Our contestants’ portfolios took a battering in March… with one exception.

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My share, my vote: AIC launches petition to change company law

The AIC has launched our 'My share, my vote' campaign petition to make sure every shareholder has a voice. Richard Stone explains what we're campaigning for and why it's so important.

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My share, my vote: AIC launches petition to change company law

Platforms should not be able to choose whether to pass on voting rights.

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Make the most of the new tax year

David Prosser on why it makes sense to invest as soon as you can.

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What is gearing?

Nick Britton, Research Director of the AIC explains gearing, investment trusts' unique ability to borrow money to invest.

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Director talk: Vanessa Neill

Vanessa is non-exec director and chair of the ESG Committee at CVC Income & Growth.

Me and my trusts: Moira O'Neill - what do you like about investment trusts?

Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill what she likes about investment trusts.

Me and my trusts: Moira O'Neill - what investment trusts do you hold and why?

Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill what trusts she holds.

Me and my trusts: Moira O'Neill - how do you encourage people to invest in the stock market?

Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill how she encourages people to invest in the stock market.

Me and my trusts: Moira O’Neill

Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill how she encourages people to invest, what trusts she holds and what she likes about investment trusts.

Thematic research

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

Anchors away! Sailing the seas in search of a safe haven

14 May 2025

Will new safe havens create new equity market opportunities?

Investing in commodities

12 May 2025

How investment trusts can provide exposure to the long-term growth drivers for commodities.

Investing in Asia with investment trusts

8 May 2025

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

Murray Income Trust: the unswerving search for quality

By Charles Luke, Manager, Murray Income Trust.
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Lowland tips UK smaller companies to switch from hindrance to help

An outsized weighting to smaller companies has held back Lowland's returns but tariff uncertainty and rate cuts should help catalyse a recovery in the sector, say the fund managers.
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Stable quarter brings relief for hard-hit HydrogenOne

Investors in HydrogenOne Capital Growth saw some stability restored after a tough 2024. However, the trust's 74% discount remains a challenge.
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Direct approach sees ICG Enterprise come roaring back to life

Private equity investor ICG Enterprise has staged an impressive comeback, delivering full-year portfolio growth five-times higher the year before.
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NextEnergy Solar will maintain its dividend

NextEnergy Solar Fund says its board has approved a maintained dividend target of 8.43p per share for the financial year ending 31 March 2026. This is forecast to be covered in a range of 1.1x – 1.3x by earnings post-debt amortisation and the company can be reasonably comfortable making this prediction because there is a […]

BH Macro

15 May 2025

BHMG delivers a solid performance for 2024.

BH Macro USD

14 May 2025

BHMG delivers a solid performance for 2024.

Octopus Renewables Infrastructure

14 May 2025

ORIT shows the tangible benefits of asset diversification.

Baillie Gifford Shin Nippon

14 May 2025

BGS has unveiled a strong package of measures to spark a recovery.

Schroder Income Growth Fund

14 May 2025

SCF is rebalancing the pattern of income, ensuring a more consistent, even spread over the four interims throughout its FY2025 and beyond.

Director/PDMR Shareholding

15/05/2025 - 17:49

Manchester & London

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Transaction in Own Shares

15/05/2025 - 17:46

Smithson Investment Trust

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Transaction in Own Shares

15/05/2025 - 17:37

GCP Infrastructure Investments

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Transaction in Own Shares

15/05/2025 - 17:37

BlackRock Greater Europe

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Transaction in Own Shares

15/05/2025 - 17:35

Fidelity Asian Values

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Glossary

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

Research tools

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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.