Compass: The AIC's monthly newsletter

This month in Compass, we discover how to invest in SpaceX, Revolut and TikTok. Ian Cowie hunts for opportunities in Europe and we reveal the trusts that would have made you an ISA millionaire.

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Thematic research

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

The ageing society – a structural shift investors cannot ignore

6 March 2026

Most investment themes depend on something going right: a technology gaining adoption, a policy being passed or economic growth accelerating. Ageing is different.

A galaxy of stars

6 March 2026

Despite its recent travails, the breadth and diversity of the investment trust universe is staggering.

Building the future

4 March 2026

Growth themes in infrastructure investment.

As war rages, should you go “defensive” or “defence”?

6 March 2026

After a fresh layer of instability was added to an already uneasy global geopolitical landscape last weekend, the moment has arrived for the more defensive investment companies to come into their own. As bombs continue to rain down on Iran and retaliatory strikes are felt across the Middle East, fears are growing that the war […]

Onward Opportunities eyes Main Market after rapid growth on AIM

6 March 2026

Onward Opportunities Limited [LON:ONWD] is exploring a move to the main market of the London Stock Exchange, in a step that would mark the next stage in the rapid expansion of the small-cap investment trust since its launch less than three years ago.

Alliance Witan says balance is important as AI caution sees multi-manager fund fall behind MSCI World index

6 March 2026

Fear of an artificial intelligence (AI) bubble, an underweight position in banks such as JP Morgan and Goldman Sachs and a holding in struggling drinks giant Diageo cost Alliance Witan (ALW) dearly in 2025 as it underperformed the MSCI All Country World index for a second year in a row. The £4.8bn multi-manager trust, which […]

Saba takes £96m stake in Allianz Technology and makes it one of eight holdings in its activist ETF

6 March 2026

Saba Capital has opened a 5.2% position in Allianz Technology Trust (ATT) and included it in the activist hedge fund’s new active ETF targeting undervalued investments trusts. The New York based firm, which is battling to take control of Herald (HRI) and Impax Environmental Markets (IEM), holds most of the £96m ATT stake in total […]

Saba takes stake in £1.8bn Allianz Technology Trust

5 March 2026

It outperformed almost all other trusts and open-ended funds over the past decade but still trades on a 9.8% discount.

Foresight Environmental Infrastructure

6 March 2026

HarbourVest Global Private Equity

5 March 2026

HarbourVest Global Private Equity (HVPE) – In Prime Position.

Patria Private Equity

5 March 2026

Curated exposure to rebounding European PE.

Real Estate Credit Investments

4 March 2026

Manager presentation and Q&A.

Pantheon Infrastructure

4 March 2026

Building the future - Growth themes in infrastructure investment (PINT)

Half-year Financial Report - December 2025

06/03/2026 - 17:59

JPEL Private Equity

Transaction in Own Shares

06/03/2026 - 17:51

BlackRock Greater Europe

Transaction in Own Shares

06/03/2026 - 17:45

F&C Investment Trust

Transaction in Own Shares

06/03/2026 - 17:44

The European Smaller Companies Trust

Transaction in Own Shares

06/03/2026 - 17:37

Fidelity Emerging Markets

Compass: The AIC's monthly newsletter