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.

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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.

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Investment trusts adjust fees to improve value

David Prosser on how boards are delivering for shareholders.

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Meet the manager: Nick Brind

Portfolio manager of Polar Capital Global Financials Trust .

Thematic research

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

Anchors away! Sailing the seas in search of a safe haven

14 May 2025

Will new safe havens create new equity market opportunities?

Investing in commodities

12 May 2025

How investment trusts can provide exposure to the long-term growth drivers for commodities.

Investing in Asia with investment trusts

8 May 2025

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

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AVI slams Third Point's 'odious' plan to become a reinsurer

Shareholders and analysts have raised the alarm over Third Point's plan to turn itself into a reinsurer without offering investors a full exit.
Citywire logo

AVI slams Third Point’s ‘odious’ plan to become a reinsurer

Shareholders and analysts have raised the alarm over Third Point's plan to turn itself into a reinsurer without offering investors a full exit.

Crystal Amber Fund’s activist approach has paid off for its investors

Crystal Amber has demonstrated what an activist investment approach can achieve in the UK smaller companies market.
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Caledonia tackles discount with share split and dividend revamp

Global multi-asset giant Caledonia is proposing a 10-to-one share split to make the shares more attractive after the Cayzer family's stake breached 50%.
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Foresight snaps up Harmony Energy after Drax withdraws from race

Power company Drax will not raise its 88p per share offer for Harmony Energy Income, which means Foresight will buy the portfolio of battery storage assets.

ICG Enterprise Trust

21 May 2025

Investing in resilience, delivering growth.

Real Estate Credit Investments

20 May 2025

Meeting any potential macro challenges head on.

Mid Wynd International

19 May 2025

Forget the hype and beat the fade: A global portfolio with a focus on quality.

Fidelity Special Values

16 May 2025

QuotedData's In the HotSeat - Alex Wright from Fidelity Special Values.

VinaCapital Vietnam Opportunity

16 May 2025

Vietnam is affected by global uncertainty.

Annual Report and Accounts

20/05/2025 - 18:11

ICG Enterprise Trust

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Portfolio Update

20/05/2025 - 18:00

BlackRock World Mining

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BBGI Global Infrastructure

20/05/2025 - 18:00

BBGI Global Infrastructure S.A.

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Transaction in Own Shares

20/05/2025 - 17:54

BlackRock Smaller Companies

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Transaction in Own Shares

20/05/2025 - 17:46

BlackRock Throgmorton Trust

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Glossary

What does that word mean? Find your way around investment trust jargon.

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