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.
Latest articles, press releases and videos
The kids are alright
David Prosser discusses the benefits of opening a Junior ISA on behalf of your children.
ISA recommendations
Financial advisers’ investment company picks for young, middle aged and retired investors.
Investment Trust Update | 24th February 2023
In this investment trust update abrdn propose a strategic review after a prolonged discount to Net asset value and The Renewables Infrastructure Group announce its annual...
What are VCTs?
David Prosser reviews the benefits and tax advantages of VCTs.
Windsor Framework a win for VCTs
The AIC argues it marks a significant step forward in putting VCTs on a firmer footing.
AIC launches Investment Company Accreditation
To help financial advisers build their knowledge.
Keystone Positive Change Investment Trust: Manager Insights
Baillie Gifford's Kate Fox, co-manager of Keystone Positive Change Investment Trust, explains the trust’s objectives, gives an update on the portfolio and discusses the outlook for company holdings. Capital at risk.
Meet the manager: Nick Train
Hear from Nick Train, Portfolio Manager of Finsbury Growth & Income Trust.
Investment companies resilient as adviser platform purchases fall
Net demand for investment companies jumped 48% to reach all-time high.
UK managers optimistic ahead of Friday’s GDP figures
Technology and growth stocks “starting to look more attractive”.
Investment Trust Edge | January 2023
We examine the prospects for the Schroder UK Real Estate Investment Trust, ask whatever happened to the small cap effect and finish with a look at private equity: should ...
Investment Trust Update | 2nd February 2023
In this investment trust update, Winterflood annual review reveals one of the toughest year for close-ended investors.
Building the future: UK commercial and logistics property
With more than £14 billion of assets, investment trusts in the property sectors provide investors with access to everything from logistics warehouses and AI-driven datacentres to offices and retail parks.
Positive environmental and social impact
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether their portfolios have a positive environmental or social impact.
Recorded March 2026.
M&A activity in the REIT sector
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss the M&A activity in the REIT sector.
Recorded March 2026.
How has the conflict in the Middle East had an impact?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether the conflict in the Middle East has had an impact.
Recorded March 2026.
How their portfolios are faring in these economic conditions?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss how their portfolios are performing during these current economic conditions.
Recorded March 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
Edinburgh Worldwide tender blocked
Active ETF Intelligence – taking stock of the first few weeks
Impax AM shares crash as loss of Environmental Markets trust heightens concern over asset outflows
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.
