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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Fantastic four investment companies join the next generation of dividend heroes

26 investment companies have raised dividends for 10 to 19 consecutive years.

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Investment company dividend heroes

Magnificent seven investment companies have raised dividends for 50+ years.

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“Engaging investors” is key theme at annual AIC conference

AIC Chief Executive Richard Stone sets out his new vision for investment companies.

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Investment company managers on the war in Ukraine

“Deeply distressing” events with “far-reaching implications” for markets

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Investment companies for your ISA

Financial advisers’ recommendations for millennials, middle-aged and retired investors

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Focusing on Japan’s long-term winners amid market volatility

Nicholas Price, Manager of Fidelity Japan Trust, discusses his views on recent market dynamics and outlines why he remains focused on seeking out long-term winners in exciting areas such as factory automation, digitalisation and the energy transition.

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Why I remain confident on delivering attractive returns in the UK

Portfolio manager Alex Wright provides an update on Fidelity Special Values investment trust and reviews the current landscape for UK equity investors.

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Is the tide turning for female fund managers?

Data shows that 26% of companies with named managers have at least one female at the helm - Faith Glasgow explores how much further there is to go.

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How do you solve a problem like inflation?

Investment company managers reveal their inflation-busting strategies, expectations and outlook for price levels.

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30 “ISA millionaire” investment companies show the power of long-term investing

Tech focused companies lead the pack despite recent travails - HgCapital top performer with a return of £2,062,931.

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AIC welcomes publication of FTSE women leaders report

Investment trusts dominate top ten FTSE 250 performers.

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Keeping it real

Can property and infrastructure protect portfolios from inflation?

Thematic research

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

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

Five questions about Chinese markets

9 April 2025

We discuss the main issues impacting Chinese equity markets and ask if it looks a buy.

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Foresight’s move on Harmony could spark fresh interest in battery funds

The UK’s beleaguered listed battery storage sector has found itself thrust back into the spotlight this week after a group of funds, controlled by Foresight Group, launched a surprise bid for Harmony Energy Income Trust (HEIT). The Foresight funds’ bid trumps a previous bid from Drax Group for HEIT at 88p per share. Drax’s offer […]
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Trusts beware: Saba’s war chest could soon get a £500m boost

Activist Saba Capital is due to a bumper payday when it tenders all its shares in two US-listed BlackRock funds, giving it plenty of cash to continue its assault on UK investment trusts.
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‘Knockout’ offer makes Foresight likely victor in battery bidding war

Foresight appears to have secured a victory in the takeover of Harmony Energy after coming back with a stronger bid than rival Drax.
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Analysts run the rule over top defensive trusts

Sparked by volatile markets, Deutsche Numis and Investec analysts take a fresh look at the different strengths and weaknesses of BH Macro, Capital Gearing, Personal Assets and Ruffer Investment Company.
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Analysts run the rule over top defensive trust options

Sparked by volatile markets, Deutsche Numis and Investec analysts take a fresh look at the different strengths and weaknesses of BH Macro, Capital Gearing, Personal Assets and Ruffer Investment Company.

Franklin Global Trust

17 April 2025

New name, same high-quality global equity fund.

Caledonia

17 April 2025

Playing the long game.

TR Property

16 April 2025

A guide to the TR Property Investment Trust.

Schroder Japan Trust

14 April 2025

A supportive backdrop and strong stock selection have driven SJG’s outperformance.

NextEnergy Solar

10 April 2025

QuotedData's In The HotSeat - Stephen Rosser from NextEnergy Capital.

Portfolio Update

17/04/2025 - 18:17

BlackRock Greater Europe

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Holding(s) in Company

17/04/2025 - 18:03

JPMorgan European Discovery

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Investor Presentation via Investor Meet Company

17/04/2025 - 17:44

Impax Environmental Markets

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Transaction in Own Shares

17/04/2025 - 17:37

Smithson Investment Trust

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Dividend Declaration

17/04/2025 - 17:34

M&G Credit Income

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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.