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
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 ...
Permanent change versus temporary setback – a Japanese perspective
Matthew Brett, manager of the Baillie Gifford Japan Trust, looks back at examples of change and setbacks over the last 15 years of investing in Japan. Capital at risk.
Purpose and profit
David Prosser discusses how investment companies can offer an opportunity to back the infrastructure of the future.
FTSE 100 hits new record high
Broader UK market performance bodes well for economic recovery.
Is now the right time to invest in the UK?
Faith Glasgow examines whether UK investment companies could offer good value to investors.
Cathy Pitt and Stephanie Coxon elected to AIC board
Francesca Ecsery and Gay Collins re-elected.
VCT managers still seeing strong investor appetite
Managers discuss fundraising, ESG and championing female founders.
Which types of companies are you investing in now and why?
Richard Moore, Co-Head of Investments at Calculus Capital which manages Calculus VCT, said: We target growth companies - technology, healthcare and entertainment." Stuart Veale, Manager of the ProVen VCTs and Ewan MacKinnon, Investment Partner at Maven Capital Partners which manages the Maven VCTs, explain which types of companies they are investing in and why.
What economic benefits are VCTs providing amid slowing economic growth?
Ewan MacKinnon, Investment Partner, at Maven Capital Partners which manages the Maven VCTs, said: "VCT portfolio companies are big contributors to the UK economy". Together with Richard Moore, Co-Head of Investments at Calculus Capital which manages Calculus VCT, and Stuart Veale, Manager of the ProVen VCTs they discuss the economic benefits VCTs are providing amid slow economic growth?
How are your investee companies helping with social or environmental issues (ESG)?
VCT managers explain how their investee companies are helping with social or environmental issues.
In the current tough environment, what is your view on the outlook for VCTs?
The managers of the Maven VCTs, Calculus VCT and the ProVen VCTs give their outlook for VCTs in the current challenging environment.
Why has there been strong demand for VCTs?
VCT managers: Stuart Veale, Manager of the ProVen VCTs, Ewan MacKinnon, Investment Partner at Maven Capital Partners which manages the Maven VCTs, and Richard Moore, Co-Head of Investments at Calculus Capital which manages Calculus VCT, discuss why there has been strong demand for VCTs.
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.
