Compass: The AIC's monthly newsletter

This month in Compass, we preview the Investment Company Showcase. Ian Cowie reveals his investment plan for his grandchildren and managers explore the latest innovations in healthcare.

Latest articles, press releases and videos

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Investment trusts that offer shelter from an AI meltdown

UK trusts and capital protection specialists among recommendations.

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Line-up revealed for Investment Company Showcase

Attend in person or online to hear from investment trust managers.

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Adapting to a more volatile world

Ruffer Investment Company co-manager Alexander Chartres on how to invest in an era of greater political instability.

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Profiting from Britain’s pensions shake-up

William MacLeod, managing director of Gravis, explains why pension reform could create an opportunity for investors.

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Cashing in on the IPO frenzy

David Prosser explains how investment trusts can offer early access to IPOs.

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H1 2026: Top performing investment trusts

Tables of best performing trusts and sectors featured.

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“A win for consumers and investment companies”

The AIC responds to the FCA’s consultation paper ‘Simplifying Consumer Investment Disclosures’.

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AIC recommends committee investigates impact of reduced VCT fundraising on UK’s scale-up companies

The AIC has written to the Business and Trade Committee following the publication of its report, ‘Investing in the UK economy’.

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America at 250: is the US still the world’s most exciting market?

Global investment trust managers on US positioning, opportunities and risks.

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Can you find your ideal investment trust at a bargain price?

David Prosser on the potential merits of investment trusts trading at a discount.

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AIC welcomes proposed listing rules reforms to protect investors

The FCA's proposals would strengthen investor protection.

A decade after the referendum: where has Brexit left UK investment trusts?

A decade after the referendum: where has Brexit left UK investment trusts?

James Henderson of Lowland Investment Company, Mark Niznik of Artemis UK Future Leaders and Simon Gergel of The Merchants Trust discuss the impact of the Brexit vote on UK investment trusts.

Thematic research

Research on investment trusts that focuses on a particular sector or theme can be found below. This research is produced by other companies and is not endorsed by the AIC.

Follow the money

26 August 2026

Fund flows can tell us quite a lot about what’s going on.

The Nibelungenlied

23 August 2026

Some alternatives for when bonds’ weaknesses get exposed.

Monte Cristo

19 August 2026

Kepler discuss how the AI rally has changed emerging market equities.

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Schroder European Real Estate trust to wind down

The liquidation process is expected to take two to three years, with 99.4% of votes backing the trust's closure.
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Scottish Mortgage Digital Conference

Wednesday 23 September 2026, 11:00–12:30 (UK) Join Scottish Mortgage for 90 minutes of portfolio insight and discussion on AI, China and the ideas shaping the next decade. Scottish Mortgage managers Tom Slater and Lawrence Burns will be joined by mathematician and broadcaster Professor Hannah Fry, Wharton Professor and AI expert Ethan Mollick, and Linda Lin, […]
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Is Unite failing the grade, or has it been marked down too far?

September is normally a good month to be a student accommodation landlord. Students return to university, rents start flowing and halls fill up. Yet for Unite Group (UTG), one of the UK’s largest student accommodation providers, the start of the new academic year comes with a rather less welcome arrival: activist investor Saba Capital. Saba […]
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UK government backing for Tungsten West helps Baker Steel Resources advance by 17% in August

The UK National Wealth Fund’s decision to back Devon miner Tungsten West last month helped lift the net asset value of Baker Steel Resources Trust (BSRT) by over 17%, consolidating its position at the top of the buoyant AIC Commodities and Natural Resources sector. Tungsten West (TUN), a £646m tin and tungsten miner that is BSRT’s top […]
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Morning briefing: Schroder European Real Estate shareholders approve wind-up; Aurora UK outperforms FTSE in August; Bronwyn Curtis joins board of EJF Investments

Schroder European Real Estate (SERE) shareholders yesterday approved the two-to-three-year wind-up of the £81m real estate investment trust announced in June. At a general meeting, 99.4% of votes on a 54% turnout backed an amendment to the company’s articles and a change to investment strategy so that its assets can be sold and capital returned […]

Living REIT

4 September 2026

Building from strength.

Custodian Property Income REIT

3 September 2026

Positive, income-led returns in Q127.

Invesco Asia Dragon

2 September 2026

IAD’s contrarian approach has led to a differentiated portfolio and excellent long-term returns.

HICL Infrastructure

2 September 2026

HICL is ready for the next twenty years.

Molten Ventures

1 September 2026

GROW’s true discount is even wider than the reported one.

Amendment Form 8.3 - LondonMetric & Schroder

04/09/2026 - 18:29

Schroder Real Estate

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Amendment Form 8.3 - LondonMetric & Schroder

04/09/2026 - 18:24

Schroder Real Estate

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Transaction in Own Shares

04/09/2026 - 18:00

BlackRock Greater Europe

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Holding(s) in Company

04/09/2026 - 17:55

Molten Ventures

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Transaction in Own Shares & Total Voting Rights

04/09/2026 - 17:39

Utilico Emerging Markets Trust

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Glossary

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

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