Compass: The AIC's monthly newsletter

This month in Compass, our managers celebrate the renaissance of Japan and Ian Cowie goes fishing for minnows.

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Thematic research

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

Crazy Rich Asia

17 October 2025

Asia offers geographical diversification and a buffer to expensive US markets.

Exploring frontier and emerging markets amid shifting global flows

15 October 2025

There is opportunity to be had in lesser-known markets in the current environment.

Continental drift

8 October 2025

Are the US and Europe drifting apart?

3i Group plunges 15% as ‘cautious’ outlook clouds strong interims

13 November 2025

The private equity giant raised concerns over top holding Action, which may grow at a slower rate.

Schroder Income Growth Fund marks 30 years of dividend increases

13 November 2025

Schroder Income Growth Fund, one of the UK’s oldest and most consistent equity income trusts, has capped its thirtieth consecutive year of dividend increases with another strong set of annual results, a milestone that reinforces its status as one of the Association of Investment Companies’ “dividend heroes.”

Franklin Global solves its problems by agreeing to merge with Invesco Global Equity Income

13 November 2025

Invesco Global Equity Income (IGET) has capped off a remarkable turnaround, clinching a merger deal with underperforming Franklin Global Trust (FRGT) that could swell its assets to £445m 18 months after it emerged from the reconstruction of Invesco Select. IGET, a £269m trust that consolidated the three former Select portfolios in May last year, has agreed terms to issue new shares to Franklin Global shareholders who […]

Home REIT: Patron Capital offers £123m for 700 properties

13 November 2025

Home REIT (HOME), the former homeless accommodation provider blighted by a valuation scandal three years ago, is in talks with real estate investor Patron Capital about selling the bulk of its portfolio for £123m. The indicative price, which has not been finalised, comes as Home agreed to hold exclusive negotiations with London-based Patron. It covers […]

Stricken Hydrogen Capital Growth in race to wind down after fund’s cash pile dwindles to £1.1m

13 November 2025

Hydrogen Capital Growth (HGEN), the suspended renewables fund hit by the collapse of fuel cell producer Bramble last week, has just £1.1m cash left with which to pursue its wind-down and salvage something for shareholders. After a delay, half-year results published today will enable the £33m investment trust to apply for a resumption in trading […]

Franklin Global Trust

13 November 2025

Combination with strongly performing peer.

ICG Enterprise Trust

13 November 2025

Strong operating company performance drives long-term returns.

Worldwide Healthcare Trust

11 November 2025

The rapidly changing political landscape for US healthcare.

HgCapital Trust

7 November 2025

NAV rebound continued into Q325.

Rights & Issues Investment Trust

6 November 2025

Looking oversold.

Hydrogen Capital Growth

12/11/2025 - 18:00

Hydrogen Capital Growth

Replacement-Circ & EGM Notice re MVL & capital ret

12/11/2025 - 17:57

NB Distressed Debt

Transaction in Own Shares

12/11/2025 - 17:52

BlackRock Greater Europe

Transaction in Own Shares

12/11/2025 - 17:40

BlackRock Smaller Companies

Transaction in Own Shares

12/11/2025 - 17:39

Artemis UK Future Leaders

Compass: The AIC's monthly newsletter