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
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.
Director talk: Mai Fenton
Mai is non-executive director of Henderson International Income.
How to profit from the most undervalued investment trusts
Experts pick their favourite trusts on double-digit discounts.
Meet the manager: Kenneth MacKenzie
Portfolio Manager of Target Healthcare REIT.
VCTs: a 30-year legacy
The venture capital trust scheme celebrates its 30th birthday this year.
Did you buy one of January’s most popular funds?
David Prosser explains what trusts topped the sales charts last month.
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.
"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.
Follow the smart money with family trusts
How to invest alongside some of Britain’s most successful dynasties.
End of round one
Shareholders back Edinburgh Worldwide board marking Saba Capital’s seventh consecutive defeat.
Investment trusts adjust fees to improve value
David Prosser on how boards are delivering for shareholders.
Meet the manager: Nick Brind
Portfolio manager of Polar Capital Global Financials Trust .
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.
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.
