Compass: The AIC's monthly newsletter

This month Compass blasts off, revealing the investment trusts joining the space race. And Ian Cowie analyses why investment trusts outperform their sister funds.

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AIC calls for immediate reinstatement of 30% VCT income tax relief

Danger of “collapse in scale-up funding” if government does not reverse decision.

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Why the fire horse may herald the year of the China investor

David Prosser on the positive outlook for Chinese equities.

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The time has come for Saba to “do the decent thing” and respect shareholders’ views

AIC calls on Boaz Weinstein to respect other shareholders in Herald, Impax Environmental Markets and Edinburgh Worldwide.

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New joiner Tritax Big Box REIT means there will be a record seven investment trusts in FTSE 100 index

The £4bn real estate trust is set to join the UK’s index in March.

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Meet the manager: Jacqueline Broers

Portfolio Manager of Utilico Emerging Markets Trust.

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Which investment trusts would have made you an ISA millionaire?

Allianz Technology Trust is top performer returning more than £3.6 million.

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Director talk: Shefaly Yogendra

Shefaly is a director of JPMorgan US Smaller Companies and Temple Bar investment trusts.

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Pension Schemes Bill: government on verge of scoring “own goal” by excluding investment companies

Baroness Altmann criticises “irrational” decision.

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Wealth managers’ share of investment companies holds steady while private investors’ share increases

£1 in every £6 of investment company shares now held on HL, ii and AJ Bell.

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In praise of a consistent income

David Prosser explains the extraordinary capacity of investment trusts to maintain dividend growth.

Me and my trusts: Faith Archer - what trusts do you hold in your own portfolio and why?

Faith Archer explains what trusts she has chosen for her own savings.

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Why it pays to shop around for an investment platform

AIC releases updated cost comparison information to help investors save money.

Thematic research

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

A shot in the arm

8 May 2026

Pension fund cash could be a boon for the sector.

No country for old energy

8 May 2026

As the energy mix evolves, renewables look increasingly attractive, despite market scepticism.

I fought the war, and the war won

29 April 2026

A year on from Liberation Day, Kepler analysts look at who is winning the trade war.

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Glenstone makes acquisition offer for Alternative Income Reit

The AIRE board has benched the offer until Glenstone can provide further detail on a price.
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Pershing Square's Ackman sells Alphabet to buy Microsoft

The billionaire investor has made Microsoft a 'core holding' of Pershing Square after selling down his stake in Google parent Alphabet.
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Why Glenstone wants to buy Alternative Income REIT

Alternative Income REIT’s (AIRE) biggest shareholder Glenstone is considering an all-cash takeover of the commercial property-focused real estate investment trust (REIT). Holding 24% of the shares, Glenstone wants to sell most of the assets and wind the REIT down.
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Pershing Square’s Bill Ackman sells top holding in Alphabet to fund $2.1bn investment in Microsoft

Pershing Square (PSH) fund manager Bill Ackman has sold most of his position in Alphabet and switched it into a new $2.1bn holding in rival “Magnificent Seven” stock Microsoft. A US regulatory filing on Friday by his firm Pershing Square Capital Management showed it had bought around 5.65m Microsoft shares in the first quarter. This […]
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Glenstone makes bid approach for Alternative Income REIT saying it needs a “viable exit” after AEW UK talks breakdown

Update: Glenstone, the largest shareholder in Alternative Income REIT (AIRE), has launched a bid approach for the £56m real estate investment trust with a view to selling most of the company’s assets and winding it down. Shares in AIRE, the smallest London-listed commercial property fund, rose 3.9%, or 2.7p, to 72.4p on Friday after Glenstone, […]

VietNam Holding

14 May 2026

Agile and differentiated exposure to Vietnam.

Invesco Bond Income Plus

14 May 2026

High yield bonds in a world of chaos.

MIGO Opportunities Trust

13 May 2026

MIGO is heavily concentrated in discount opportunities with return catalysts on the horizon.

The European Smaller Companies Trust

13 May 2026

An enhanced dividend backed by a strong track record in European Smaller Companies.

International Biotechnology

13 May 2026

IBT has delivered strong outperformance as biotechnology recovers.

Transaction in Own Shares

18/05/2026 - 17:59

F&C Investment Trust

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Result of AGM and Directorate Changes

18/05/2026 - 17:58

Social Housing REIT

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Transaction in Own Shares

18/05/2026 - 17:50

Foresight Solar Fund

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Transaction in Own Shares

18/05/2026 - 17:49

Rights & Issues Investment Trust

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Transaction in Own Shares

18/05/2026 - 17:48

Fidelity China Special Situations

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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.