Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie analyses the impact of Iran on investment trusts, and our most experienced managers share lessons learned during previous crises.

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What is the appeal of global equities for income seekers?

Craig Baker, Manager of Alliance trust, explains the appeal of global equities for income seekers.

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AIC to rename three sectors

The new sectors are Financials & Financial Innovation, India / Indian Subcontinent and Technology & Technology Innovation.

Why is the UK a good opportunity for income investors now?

The managers of City of London, Alliance and JPMorgan Claverhouse discuss why they believe the UK is a good opportunity for income investors now.

Which sectors or regions are you looking at to maintain dividend growth in the future?

The managers of City of London, Alliance and JPMorgan Claverhouse discuss the sectors and regions they are looking at to maintain dividend growth in the future.

How have you achieved so many years of dividend growth?

The managers of City of London, Alliance and JPMorgan Claverhouse discuss how they have achieved over 50 years of dividend growth.

Celebrating 50 years of dividend heroes

The AIC held a roundtable discussion with the managers of City of London Investment Trust, Alliance Trust and JPMorgan Claverhouse to discuss these companies with 50 or more years of dividend increases.

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Sister, sister

When it comes to investment managers running both investment companies and open-ended funds with very similar remits, David Prosser discusses why investors might be better off in the investment company.

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Majority of investors in VCTs use them to save for retirement

VCT investors typically have 13% of assets invested in these tax-efficient vehicles.

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Three investment companies join the next generation of dividend heroes

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

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ISA millionaires

The 28 investment companies that would have made you £1,000,000.

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Looking for dividends?

David Prosser discusses the 18 ‘dividend hero’ investment companies which have been raising dividends for at least 20 years in a row.

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Dividend heroes

Exceptional eight investment companies have raised dividends for 50+ years.

Thematic research

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

The game of their lives

2 April 2026

Kepler analyse how UK equity-focussed investment trusts have performed relative to open-ended funds with near-identical mandates.

Bakumatsu

19 March 2026

We make the case for investing less in the USA.

Situation normal?

12 March 2026

A turbulent few years for UK REIT share prices contrasts with steady rental growth.

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Edinburgh Worldwide tender blocked

Edinburgh Worldwide has announced that shareholders have voted 53.8% to 46.2% to block the proposed tender, and this will now not go ahead. The turnout was 68.4%, down from the 70.5% turnout earlier this year. However, the board says the tender was largely opposed by Saba and two other institutions (we’d love to know who […]
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Active ETF Intelligence – taking stock of the first few weeks

We now have the first few episodes of our new weekly livestream, Active ETF Intelligence (live every Wednesday at 11am), under our belts. It therefore feels like an appropriate moment to take stock of what we have covered so far and reflect on where the conversations might head next. News – new launches dominate, as […]
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3i slump drags Mercantile below benchmark

Large holdings in alternative asset managers caused the greatest damage to performance last year.
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Probe launched into PwC audit of collapsed Digital 9 Infra 

Analysts expect a 75% write down in its NAV per share in its next update.
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Impax AM shares crash as loss of Environmental Markets trust heightens concern over asset outflows

Shares in Impax Asset Management (IPX) plunged 25% today after investors reacted to further outflows from the sustainable investment group worsened by the impending loss of Impax Environmental Markets (IEM). IPX dropped 31.4p to 94.2p, close to a nine-year low, on news that just over £2bn had been withdrawn from Impax funds in the first quarter […]

Lowland

10 April 2026

A solid start to the year.

Aberdeen Asia Focus

10 April 2026

Excellent stock selection has driven impressive long-term returns.

JPMorgan Emerging Markets Dividend Income

10 April 2026

JEMI helps income investors capture the growth potential of emerging markets.

Templeton Emerging Markets

8 April 2026

Equity proposition.

Fidelity Special Values

8 April 2026

FSV has delivered strong outperformance over the long and short term.

Form 8.3 - LondonMetric Property plc

09/04/2026 - 17:56

Schroder Real Estate

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Form 8.3 - LondonMetric Property plc

09/04/2026 - 17:55

Schroder Real Estate

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Transaction in Own Shares

09/04/2026 - 17:50

HgCapital Trust

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Transaction in Own Shares

09/04/2026 - 17:48

JPMorgan UK Small Cap Growth & Income

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Transaction in Own Shares

09/04/2026 - 17:32

GCP Infrastructure Investments

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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.