Compass: The AIC’s monthly newsletter
This month, Compass gets in the festive mood. Ian Cowie piles on the pounds with 2023’s winners and our fund managers look at what’s in store for 2024.
Latest articles, press releases and videos
Meet the manager: Jean Hugues de Lamaze
Manager of Ecofin Global Utilities and Infrastructure Trust.
Investment Trust Edge | 19th October 2023
In this Investment Trust Edge episode, we are joined by three experts to discuss Alliance Investment Trust, China's market, and Governance in Investment Trust Boards.
A new home for income investors?
David Prosser weighs up whether bonds or equities are a better choice for income investors.
AIC launches ‘My portfolios’ tool to help investors keep track of their investments
The Association of Investment Companies (AIC) has launched a new tool called ‘My portfolios’ to help investors keep track of their investment company holdings.
Investment company shareholders steering clear of AGMs
Nearly nine in ten private investors in investment companies have rarely or never attended an annual general meeting, according to research from the Association of Investment Companies.
Can activist investors be a positive force for shareholders?
David Prosser argues that activist campaigns can bring benefits to shareholders.
Should you pay extra for performance?
David Prosser weighs up the pros and cons of performance-related fees on investment companies.
ESG investing declining in popularity as fears of greenwashing grow
The popularity of ESG investing is declining since 2021, though a majority of private investors still say they consider ESG factors when investing.
Elephants don’t gallop
Ian Cowie explores how smaller companies can deliver surprisingly big returns.
Meet the manager: Jonathan Maxwell
Founder and CEO of SDCL Energy Efficiency Income Trust.
UK Smaller Companies: What’s your view on the discount on your trust?
A panel of investment company experts on the discounts on their respective trusts and whether this could represent a buying opportunity.
UK Smaller Companies: If Labour won the next election, would this make a difference to the sector?
Managers from River and Mercantile UK Micro Cap, Strategic Equity Capital, and abrdn UK Smaller Companies Growth discuss whether a Labour win could make a difference for UK smaller companies.
Thematic research
Third-party thematic research on investment companies can be found below.
QuotedData’s weekly news update 8th December
QD view – your vote will count in Arb fight
Temple Bar Investment Trust Plc - Transaction in Own Shares
08/12/2023 - 17:50
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
Familiarise yourself with industry terminology.
Research tools
Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.
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.
