Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie analyses the impact of Iran on investment trusts, and our most experienced managers share lessons learned during previous crises.
Latest articles, press releases and videos
Venture capital trusts offer tax-free income and gains
David Prosser explains the tax benefits of these high-risk funds.
Which investment trusts could benefit from “defence growth supercycle”?
See table and manager comments on defence industry, BAE Systems, Rolls-Royce.
30 investment trusts make up next generation of dividend heroes
Patria Private Equity and Foresight Solar Fund are new joiners.
How the dividend heroes stay the course
David Prosser on the latest batch of dividend heroes and what makes them special.
How to achieve long-term investing success via investment trusts
Annabel Brodie-Smith discusses how to achieve long-term investing success via investment trusts with Peter Higgins and Henry Viola-Heir on the Twin Petes investing podcast.
AIC: exclude investment companies from the CCI regime
Investment companies should be taken out of the regime or ringfenced.
AIC launches Knowledge base for financial advisers
Six guides to investment companies written for investment professionals.
Asia-Pacific Equities Outlook: Opportunities and Challenges | Future Trends March 2025
Join experts James Carthew of QuotedData and Abbas Barkhordar of Schroders as they discuss the current state and future prospects of Asia-Pacific equities, exploring dive...
Equity Markets Outlook: Strategies for 2025 and Beyond | Future Trends March 2025
Join Bill Chater, Investment Specialist Manager at Baillie Gifford and Martin Connaghan, Senior Investment Director at aberdeen, as they discuss the outlook for global eq...
Dividend heroes
20 investment trusts have increased dividends for 20+ years.
Future Trends in Investment Trusts: Jeremy Taylor interview
Jeremy Taylor, CEO at Lazard Asset Management, discusses challenges and strategies for the Mid Wynd investment trust amidst market shifts, focusing on discounts, governan...
Investment Trust Update | March 2025
The Smithson Investment Trust faces a continuation vote in April, Achilles raises £54m via an IPO and there is further consolidation among Asia and specialist investment...
Building the future: UK commercial and logistics property
With more than £14 billion of assets, investment trusts in the property sectors provide investors with access to everything from logistics warehouses and AI-driven datacentres to offices and retail parks.
Positive environmental and social impact
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether their portfolios have a positive environmental or social impact.
Recorded March 2026.
M&A activity in the REIT sector
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss the M&A activity in the REIT sector.
Recorded March 2026.
How has the conflict in the Middle East had an impact?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether the conflict in the Middle East has had an impact.
Recorded March 2026.
How their portfolios are faring in these economic conditions?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss how their portfolios are performing during these current economic conditions.
Recorded March 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
Impax AM shares crash as loss of Environmental Markets trust heightens concern over asset outflows
Pictet enters active ETF market with five AI-enhanced funds
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.
