Compass: The AIC's monthly newsletter
This month in Compass, we’re asking for your help. Get behind our campaign to defend shareholder democracy, and we assess the impact of Trump’s tariffs on trusts.
Latest articles, press releases and videos
Witan Investment Trust: Meet the Manager, Michael Lindsell, Lindsell Train
Lindsell Train manage a global equities portfolio on behalf of Witan. Michael Lindsell, Co-founder of Lindsell Train, discusses how they invest in durable businesses with long-term growth prospects.
Witan Investment Trust: Meet the Manager, Andy Headley, Veritas Asset Management
Veritas manage a global equities portfolio on behalf of Witan. Andy Headley, Co-founder and Head of Global Strategies at Veritas, discusses how they identify high quality companies and buy them when they are attractively valued.
Witan Investment Trust: Meet the Manager, Mike Trigg, WCM Investment Management
WCM manage a global equities portfolio on behalf of Witan. Mike Trigg, President and Portfolio Manager at WCM, discusses how they seek out high quality companies with a strong culture.
Witan Investment Trust: Meet the Manager, Brian Kersmanc, GQG Partners
GQG manage an emerging markets equity mandate on behalf of Witan. Brian Kersmanc, Portfolio Manager at GQG, discusses their “forward quality” approach.
Witan Investment Trust: Meet the Manager, James Hart.
Investment Director James Hart discusses how the investment team at Witan select specialist collective funds to take advantage of higher growth sectors or assets that perform different from global equity markets.
Renewable energy investment company managers comment on energy price cap
Energy price cap “represents more of an anaesthetic than a solution”.
Broadening access to LTAFs is “an accident waiting to happen”
AIC response to FCA consultation paper ‘Broadening retail access to the long-term asset fund’.
Lessons from recessions
How investment companies performed in the last three UK economic downturns.
New report shows why government is right to back venture capital trusts
VCTs have made over 1,000 investments into 530 companies in the past five years
Why you shouldn’t be distracted by discounts
David Prosser explains why widening investment company discounts should not sound the alarm for investors.
AIC to host first investment company showcase
Book your place via the AIC’s website using promotional code SHOWCASE22.
Mini-budget: Investment companies perfectly positioned to support growth drive
The Association of Investment Companies has responded to the Chancellor’s mini-budget.
VCTs: a 30-year legacy
Featuring comments from James Hendry of Gresham House Ventures, which manages the Baronsmead VCTs, Peter Dines of Mercia Ventures, which manages the Northern VCTs and Robert Whitby-Smith of Albion Capital, which manages the Albion VCTs.
VCTs: a 30-year legacy
Featuring comments from James Hendry of Gresham House Ventures, which manages the Baronsmead VCTs, Peter Dines of Mercia Ventures, which manages the Northern VCTs and Robert Whitby-Smith of Albion Capital, which manages the Albion VCTs.
Recorded in February 2025.
VCTs are celebrating their 30th Birthday – why have they been so successful?
VCTs: a 30-year legacy. Annabel Brodie-Smith, James Hendry, Peter Dines and Robert Whitby-Smith discuss why VCTs have been so successful over the past 30 years.
Recorded in February 2025.
What types of companies are you investing in and why?
VCTs: a 30-year legacy. A panel of venture capital trust (VCT) managers talk about the types of companies they are currently investing in and why.
Recorded in February 2025.
What’s the current appetite for VCT investment?
VCTs: a 30-year legacy. Annabel Brodie-Smith asks venture capital trust (VCT) managers what the current appetite is for VCT investment.
Recorded in February 2025.
What economic and social benefits do VCTs provide?
VCTs: a 30-year legacy. James Hendry, Peter Dines and Robert Whitby-Smith explain the social and economic benefits of venture capital trusts (VCTs).
Recorded in February 2025.
Thematic research
Third-party thematic research on investment companies can be found below.
Me and my trusts: Moira O’Neill
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill how she encourages people to invest, what trusts she holds and what she likes about investment trusts.
Me and my trusts: Moira O’Neill
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill how she encourages people to invest, what trusts she holds and what she likes about investment trusts.
Recorded in March 2025.
Me and my trusts: Moira O'Neill - how do you encourage people to invest in the stock market?
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill how she encourages people to invest in the stock market.
Me and my trusts: Moira O'Neill - what investment trusts do you hold and why?
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill what trusts she holds.
Me and my trusts: Moira O'Neill - what do you like about investment trusts?
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill what she likes about investment trusts.
NextEnergy Solar will maintain its dividend
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
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.
