Compass: The AIC's monthly newsletter

Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.

Latest articles, press releases and videos

Search by topic

Investment Company Showcase: Annabel Brodie-Smith on why you should come to the Showcase

Annabel Brodie-Smith explains what makes the Investment Company Showcase such a great event and why you should attend on 11 October.

Image

Meet the Manager: Tom Williams

Investment Manager of Downing Renewables and Infrastructure Trust (DORE).

Investment Company Showcase: Richard Stone on why you should come to the Showcase

Richard Stone explains what makes the Investment Company Showcase such a great event and why you should attend on 11 October.

Image

Meet the manager: David Moss

Portfolio Manager of CT UK High Income Trust.

Investment Company Showcase 2024: Ian Lance, Manager of Temple Bar Investment Trust

Ian Lance interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Ian's presentation at the Investment Company Showcase 2024 on 11 October 2024.

Image

ESG is more than just a fad

David Prosser on why it is too late to stop the shift to sustainable investments.

Investment Company Showcase 2024: Jasmine Yeo, Co-Manager of Ruffer Investment Company

Jasmine Yeo interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Jasmine's presentation at Investment Company Showcase 2024 on 11 October 2024.

Investment Company Showcase 2024: Craig Baker, Manager of Alliance Trust and CIO of WTW

Craig Baker interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.

Investment Company Showcase: Testimonial from private investor

Sue Lyons, private investor, gives an insight into the Investment Company Showcase, why she attended the event and how other investors can benefit from attending.

Trump part two – or the first female President? What the US election means for investors

Trump part two – or the first female President? What the US election means for investors.

Image

Clean energy offers triple whammy for patient investors

Ian Cowie explains the factors powering up returns in the renewable energy sector.

Image

Highest yielding equity investment trusts

See table of 26 investment trusts with a yield of 4.5% or more.

Thematic research

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

Are commodities hot or not?

12 December 2024

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

Quality will out

5 December 2024

Alternative income trusts offer diversification, but stick to high quality.

What would Kenny Rogers do?

27 November 2024

As the world waits for the Trump show to start in earnest, should you hold 'em, fold' em, walk away or run?

Quoted data logo

Shareholders must get out and vote against Saba’s self-serving and destructive proposals for Baillie Gifford US Growth

After several years of uncertainty, US hedge fund Saba Capital Management finally made its intentions for the UK investment trust sector clear on 18 December 2024, requisitioning general meetings of seven trusts, including Baillie Gifford US Growth Trust (US Growth), to vote on resolutions to remove the existing, entirely independent boards of directors. Saba hopes […]
Citywire logo

Chrysalis must avoid ‘de facto’ wind-down after Klarna payday

The anticipated Klarna listing this year will present a crossroads for Chrysalis, as activist Asset Value Investors builds an increasingly large stake.
Citywire logo

Quilter Cheviot to vote against Saba’s ‘self-serving’ trust plans

The top wealth manager is the second-biggest shareholder in the targeted Baillie Gifford US Growth Trust and joins Evelyn Partners in its opposition to the proposals.

Healthcare to lead the way: AIC

What should investors be looking out for in the coming year?
Citywire logo

Buoyant pricing and exit pick-up boost private equity trusts

A number of updates from private equity investment companies suggests net asset values are regaining ground after a tough few years for the deeply-discounted sector. 

Jupiter Green

23 December 2025

Results analysis from Kepler Trust Intelligence.

BH Macro

9 January 2025

BHMG offers exposure to 'real deal' hedge fund returns.

BH Macro USD

9 January 2025

BHMG offers exposure to 'real deal' hedge fund returns.

Urban Logistics REIT

7 January 2025

Urban Logistics REIT - Annual Overview from QuotedData.

JPMorgan Indian

24 December 2024

JII offers quality India exposure at a wide discount and a competitive cost.

BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

10/01/2025 - 18:10

BlackRock Smaller Companies

Read more

Form 8.3 - PRS REIT plc

10/01/2025 - 19:00

Asset Value Investors Ltd

Read more

Transaction in Own Shares

10/01/2025 - 18:50

Henderson European Trust Plc

Read more

Transaction in Own Shares

10/01/2025 - 18:40

Henderson Smaller Cos Inv Tst PLC

Read more

Temple Bar Investment Trust Plc - Transaction in Own Shares

10/01/2025 - 17:40

Temple Bar Investment 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.