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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ESG Attitudes Tracker: sentiment sours among financial advisers and wealth managers

But 96% recommend sustainable funds and ESG is now embedded in processes.

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Fantasy fund manager: all change at the top of the table with some big fund moves

Moira O’Neill jumps from third to first place

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The investment trusts investing in the data centre boom

Analysts comment on trusts with exposure to data centres and clean power.

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Investment trusts prove their mettle

David Prosser on closed-ended funds outperforming open-ended counterparts.

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Winners of the AIC Shareholder Communication Awards 2025

The awards recognise exceptional shareholder communication by AIC member investment trusts and their managers.

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Winners of the AIC Media Awards 2025

The awards recognise the journalists who have best educated private investors and financial advisers about investment companies.

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Asian emerging markets set to continue strong year

Investment trust managers point to global tech leaders and pro-growth policies.

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Investment trusts beat cash over 100% of ten-year periods during last 30 years

Our data demonstrates the power of stock market investing.

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ESG Attitudes Tracker: Trump makes one in five investors more favourable to ESG

Scepticism remains about greenwashing and performance.

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Digging for profits in metals and minerals

David Prosser on gold and other commodities vital to the global economy.

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Meet the manager: Gareth Powell

Manager of Polar Capital Global Healthcare Trust.

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Your vote is important

Voting your shares may make a real difference to the value of your investment.

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.

Holding(s) in Company

05/12/2025 - 17:57

AVI Japan Opportunity Trust

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Holding(s) in Company

05/12/2025 - 17:53

Rockwood Strategic

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Sale of Shares From Treasury

05/12/2025 - 17:46

Temple Bar Investment Trust

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Transaction in Own Shares

05/12/2025 - 17:37

BlackRock Greater Europe

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Transaction in Own Shares

05/12/2025 - 17:34

Artemis UK Future Leaders

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Glossary

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

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