Compass: The AIC's monthly newsletter

This month in Compass, we’re hunting for this year’s dividend heroes and consistent high yielders. Ian Cowie delves into Trump’s tariffs and we explore the trusts holding defence.

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How to vote your shares

As an investment company shareholder, you have the right to vote on important decisions facing the company. Here we explain how to make sure your voice is heard.

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What are the differences between investment trusts and other funds?

Nick Britton, Research Director of the AIC, explains the key differences between investment trusts and other funds.

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What's the difference between investing in a trust and picking your own shares?

Nick Britton, Research Director of the AIC, explains the differences between investing in an investment trust and investing in a portfolio of shares you pick yourself.

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Director talk: Mai Fenton

Mai is non-executive director of Henderson International Income.

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How to profit from the most undervalued investment trusts

Experts pick their favourite trusts on double-digit discounts.

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Meet the manager: Kenneth MacKenzie

Portfolio Manager of Target Healthcare REIT.

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VCTs: a 30-year legacy

The venture capital trust scheme celebrates its 30th birthday this year.

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Did you buy one of January’s most popular funds?

David Prosser explains what trusts topped the sales charts last month.

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The 50 investment trusts that would have made you an ISA millionaire

Allianz Technology Trust is top performer with a return of nearly £3 million.

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"My share, my vote"

Richard Stone explains the AIC's new "My share, my vote" campaign, which aims to ensure every investment trust shareholder is able to exercise their vote.

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Follow the smart money with family trusts

How to invest alongside some of Britain’s most successful dynasties.

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End of round one

Shareholders back Edinburgh Worldwide board marking Saba Capital’s seventh consecutive defeat.

Thematic research

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

Get Rich Slowly: A nightmare on Wall Street?

24 April 2025

Our investment specialist reflects on the aftermath of her Liberation Day losses.

Investing in Asia with investment trusts

16 April 2025

How investment trusts provide exposure to the growth story in Asia.

Top of the Stocks: most bought and sold shares in March

13 April 2025

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What do investment trust managers do in a market crisis?

When global markets tank, as they have done in April, words like 'chaos' and 'turmoil' are thrown about by market commentators, but do not always match the reality for professional investors.
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Bellevue Healthcare risks ‘sub-scale’ status with new discount policy 

Bellevue Healthcare has introduced a new zero discount policy, but analysts are concerned it will encourage further 'shrinkage' of the £277m trust.
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REITs proving a safe haven amid tariff turmoil

Very few pockets of the investment universe have escaped the tariff turmoil, but could the real estate sector prove a safe haven while volatility and uncertainty prevail? With global markets sent into a tailspin following “Liberation Day” in early April – when the US president imposed penal, “reciprocal” tariffs on every nation in the world, […]
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Big 12: How F&C’s Niven is guiding £5bn giant through US turmoil

As manager of one of the largest listed global equity funds out there, Paul Niven is not one for making rash decisions and his balanced approach has kept the fund ahead of its benchmark across all timeframes.
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BlackRock Throgmorton Trust Annual Results

In this update, Dan Whitestone, Lead Portfolio Manager of the BlackRock Throgmorton Investment Trust, recaps the Trust’s strong 2024 performance with a net return of 16.3%, outperforming the benchmark by 2.2%. He discusses the challenges faced in a difficult UK market, key portfolio changes, and his outlook for 2025. Despite a tough macro environment, Dan […]

Schroder Real Estate

24 April 2025

In The HotSeat Special - When will REITs rebound?

VietNam Holding

24 April 2025

Vietnam is navigating turbulent trade war.

Custodian Property Income REIT

24 April 2025

In The HotSeat Special - When will REITs rebound?

TR Property

24 April 2025

In The HotSeat Special - When will REITs rebound?

CC Japan Income & Growth Trust

24 April 2025

Why inflation is the engine driving long-term equity growth in Japan.

Dividend Exchange Rate Set

24/04/2025 - 18:54

BlackRock Latin American

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Issue of Equity

24/04/2025 - 17:49

CVC Income & Growth

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Transaction in Own Shares

24/04/2025 - 17:41

Montanaro UK Smaller Companies

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Transaction in Own Shares

24/04/2025 - 17:40

Scottish Oriental Smaller Companies

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Director/PDMR Shareholding

24/04/2025 - 17:33

Schroder British Opportunities

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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.