Compass: The AIC's monthly newsletter

This month in Compass, we ask whether it’s time for a turnaround for infrastructure. Ian Cowie goes global with smaller companies trusts and we delve into discounts.

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AIC raises regulatory concerns with FCA about Saba proposals

Retail shareholders’ interests must be protected.

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Investment Trust Update | January 2025

In this edition: Saba Capital's plans are in the spotlight, Winterflood gives its investment recommendations for 2025 and Impax provides economic outlook. AIC guide ...

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Time is running out to vote on Saba’s proposals

Platform voting deadline for Herald Investment Trust is this Friday.

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Saba Capital targets investment trusts: Implications For Shareholders

AIC chief executive Richard Stone explains why director investors in seven trusts should use their votes at forthcoming general meetings being held in late January and ea...

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Director talk: Elisabeth Stheeman

Elisabeth is chair of the board of Edinburgh Investment Trust.

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Make your vote count

David Prosser on the importance of voting your shares.

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Top Trump

Ian Cowie explores what Trump means for trusts.

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Introducing the AIC’s fantasy fund manager competition

Six investment journalists attempt to pick the winning trusts of 2025.

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Six unanswered questions about Saba proposals

The AIC has commented on the proposals from Saba Capital Management after the US activist investor requisitioned general meetings at seven investment trusts.

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“It’s vital that shareholders vote on the future of their investment trust”

AIC writes to retail platforms about Saba Capital general meetings.

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AIC enhances website with new podcast directory and data archive

The AIC has added two new features to its website.

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Investment trust 2024 review (updated)

A record year for mergers and buybacks.

Thematic research

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

State (of) capital

5 February 2025

With the pandemic excess having faded, what are the prospects for growth capital?

A new Jerusalem.

22 January 2025

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

Are commodities hot or not?

12 December 2024

We ask what AI and green energy mean for investments in commodities.

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Stormy waters for investment trusts: Navigating the crisis

HMS Investment Trust is facing turbulent waters. Not only are the sharks circling, but the icebergs are proliferating, while the regulator seems determined to put a hole in us below the waterline. The Financial Conduct Authority (FCA) recently hosted an open panel for industry members, focusing on a critical issue: the fate of the sector […]
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Take the HINT: JPM Global swells to £3.4bn as it bags another trust

JPMorgan Global Growth & Income confirms its place as consolidator-in-chief in the investment trust industry as it merges Henderson International Income into its portfolio.
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Property pick-up sees Custodian bag positive quarter

Custodian Property Income has enjoyed another quarter of positive returns after a tough few years, which it hopes marks the beginning of a sustained recovery.
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European Opportunities to offer additional 25% tender

European Opportunities Trust (EOT) has released its interim results for the six months to 30 November 2024. During the period, EOT provided NAV and share price total returns of -8.4% and -10.6% respectively, compared with a total return of -3.3% for its benchmark, the MSCI Europe Total Return Index (all in sterling terms). EOT’s chair, […]
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Henderson International Income to merge with JPMorgan Global Growth & Income

The boards of JPMorgan Global Growth & Income (JGGI) and Henderson International Income (HINT) have agreed terms for a merger of the two trusts under which it is proposed that HINT’s assets will be rolled into JGGI, with existing HINT shareholders receiving new JGGI shares in exchange. The announcement from the two trusts says that […]

Rights & Issues

6 February 2025

Update note from QuotedData.

Target Healthcare REIT

6 February 2025

Income and capital growth continuing.

Custodian Property Income REIT

6 February 2025

Momentum building in Q325.

BlackRock Frontiers

5 February 2025

BRFI has outperformed the emerging markets index handsomely over five years.

Cordiant Digital Infrastructure

4 February 2025

CORD's strong share price rally reflects continued improvement of strong fundamentals.

BlackRock American Income Trust Plc - Transaction in Own Shares

07/02/2025 - 18:20

BlackRock American Income

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Top Fifteen Equity Holdings and Exposures

07/02/2025 - 19:20

Polar Capital Global Financials Tst

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Director/PDMR Shareholding

07/02/2025 - 19:10

Caledonia Investments PLC

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Transaction in Own Shares

07/02/2025 - 19:00

Henderson Smaller Cos Inv Tst PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

07/02/2025 - 17:50

BlackRock Throgmorton Trust

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Glossary

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

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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.