Compass: The AIC's monthly newsletter

This month in Compass, trust managers explain the continued demand for oil and gas, Ian Cowie makes the case for bonds, and we look at why global emerging markets are flying.

Latest articles, press releases and videos

Search by topic
Image

Fantasy fund manager: conflict hits returns but there’s safety in space

See how our contestants’ portfolios have been hit by the conflict in Iran.

Image

New comparison, same result

David Prosser reports on the latest study to show investment trusts outperform open-ended funds.

Image

AIC recommends changes to listing rules to protect shareholders

Gaps need to be addressed.

Building the future: UK commercial and logistics property

With more than £14 billion of assets, investment trusts in the property sectors provide investors with access to everything from logistics warehouses and AI-driven datacentres to offices and retail parks.

Image

Director talk: Sarika Patel

Sarika is chair of Aberdeen Equity Income Trust.

Image

Longest serving investment trust managers on lessons learned from investing through conflicts and crises

“Stay calm and keep things in perspective”.

Image

Defending your portfolio

David Prosser on how why it may make sense to add a defensive element to your investments.

Asset TV Image

UK Growth Stocks: Bargains Hiding in Plain Sight? | Future Trends in Investment Trusts, March 2026

Despite a robust rebound, UK equities still trade at a steep discount to global markets, but not all UK companies are created equal. Baillie Giffords Kathleen Hunter r...

Asset TV Image

Is the Government Unfairly Shutting Out Investment Trusts? | Future Trends in Investment Trusts, March 2026

The new Pension Schemes Bill claims to diversify pension assets, but by deliberately excluding investment trusts from qualifying, is the government undermining its own go...

Image

Building the future: UK commercial and logistics property

Managers review the opportunities and challenges in the property sector.

Image

Shareholders in Edinburgh Worldwide must vote now if they want to avoid being trapped by Saba

Voting deadlines are as early as 30 March.

Image

30 investment trusts make up next generation of dividend heroes

Foresight Environmental Infrastructure and Utilico Emerging Markets are new joiners with ten consecutive years of dividend growth.

Thematic research

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

Fortunate Austria

10 June 2026

We build a portfolio of low-beta investment trusts.

Famous for 15 minutes

3 June 2026

We take arms against a field of sacred cows.

Siren song

20 May 2026

Long-term cash holdings may cost investors more than they think, but investment trusts offer a compelling alternative through strong dividend growth potential.

Citywire logo

Glenstone makes £56m ‘hostile takeover' bid for Alternative Income Reit

The trust's largest shareholder cited ‘growing concern over potential portfolio issues' after its previous offer was rejected in November last year.
Quoted data logo

Why Saba’s real estate raid may come unstuck

Saba has set its sights on a new target – rental property landlord Grainger (GRI). It echoes its campaign at fellow London-listed REIT Workspace Group (WKP), where it has requisitioned to replace the board with its own nominees and push ahead with a managed wind down. Both companies have attracted the attentions of the US […]
Sharesify logo

Glenstone launches hostile bid for Alternative Income REIT

The wave of consolidation sweeping the REIT (real estate investment trust) sector continues apace. Three weeks after issuing a public approach, Glenstone REIT has made a £56.3 million all-cash offer for Alternative Income REIT (LON:AIRE).
Quoted data logo

Scottish Mortgage rallies on day of SpaceX IPO as fund manager Tom Slater warns its shares could be volatile

Update: Scottish Mortgage (SMT) shares rallied 5% after bullish SpaceX investors shook off a warning from fund manager Tom Slater of the potential for volatility in Elon Musk’s company heading for a record $1.77trn (£1.3trn) flotation this afternoon.   Shares in the £15.9bn Baillie Gifford flagship advanced 68.5p to £14.94 before slipping to close at […]
Quoted data logo

Partners Group Private Equity writes off £17m Pharmathen investment after Greek company hit by FDA import alert

Partners Group Private Equity (PEY) has written off its €20m (£17.3m) investment in Pharmathen, a Greek developer of advanced drug delivery technologies hit by an import alert from the US Food and Drug Administration (FDA) last year. “Despite major operational turnaround initiatives over the last year,” PEY said restrictions to US exports meant “the implied […]

Aberdeen UK Smaller Companies Growth

12 June 2026

AUSC could thrive in a UK small-cap recovery.

BlackRock Greater Europe

12 June 2026

BRGE’s quality growth strategy takes a more disciplined approach to valuation.

ICG Enterprise Trust

10 June 2026

FY’26 results: look to future realisations.

Templeton Emerging Markets

10 June 2026

TEM offers exposure to attractive structural growth themes across emerging markets.

Molten Ventures

10 June 2026

ICEYE fundhttps://email.edisongroup.com/c/AQi4ixYQ6ZagAhics8dHINqf3hQo6YbnCFBbK9Q1fRp3-zRv2v6MiBKmT0dboCkV-lGK_-1NGckqing round triggers over 200% uplift.

Holding(s) in Company

12/06/2026 - 18:51

BlackRock Latin American

Read more

Transaction in Own Shares

12/06/2026 - 18:35

BlackRock Smaller Companies

Read more

Form 8.3 - LondonMetric Property plc

12/06/2026 - 18:08

Schroder Real Estate

Read more

Form8.5EPT/NonRIACONSORTIUMCOMPRISINGL Replacement

12/06/2026 - 17:59

Schroder Real Estate

Read more

Transaction in Own Shares

12/06/2026 - 17:39

Biotech Growth Trust

Read more

Glossary

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

Research tools

Find and compare investment companies and trusts, or look up a company you're interested in.

Invest & engage

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.