Compass: The AIC's monthly newsletter

This month in Compass, we preview the Investment Company Showcase. Ian Cowie reveals his investment plan for his grandchildren and managers explore the latest innovations in healthcare.

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Taking the fight to climate change

David Prosser looks at investment companies with a positive environmental impact.

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20 investment companies achieve dividend hero status

There are now 20 investment companies that are dividend heroes, having increased their annual dividends for 20 years in a row.

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Winner of AIC Shareholder Engagement Award to be announced in September

“Biggest platforms in sector” leading on shareholder engagement – lang cat.

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Investment Trust Outlook | Asia - July 2023

What is the outlook for Asian equities and where are the attractive risks that are worth backing? Experts from abrdn and Schroders join us to discuss:

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In search of income

David Prosser on the investment companies with dividends that can compete with the best savings accounts.

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Meet the manager: Job Curtis

Portfolio Manager of City of London Investment Trust.

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Upfront investment or regular savings?

David Prosser examines which approach delivers better returns over time.

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AIC responds to Treasury Committee report on venture capital

Call for urgent action on VCTs’ sunset clause.

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Investment Trust Edge | July 2023

In this Investment Trust Edge episode, we are joined by two expert Emma Bird, Head of Investment Trusts Research, Winterflood Investment Trusts, and James Carthew, Head o...

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Investment Trust Edge | 13th July 2023

In this Investment Trust Edge episode, we are joined by two expert Emma Bird, Head of Investment Trusts Research, Winterflood Investment Trusts, and James Carthew, Head o...

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Still waiting for the private equity recovery

David Prosser on the Chancellor’s push to get pensions investing in private companies.

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Taking the fight to inflation

David Prosser goes in search of inflation-busting income and capital growth.

Thematic research

Research on investment trusts that focuses on a particular sector or theme can be found below. This research is produced by other companies and is not endorsed by the AIC.

Houston, we have an IPO

10 September 2026

SpaceX stole the headlines, but opportunities span public and private markets.

Point Break

7 September 2026

If big institutions are coming back to the sector, which trusts will benefit first?

Follow the money

26 August 2026

Fund flows can tell us quite a lot about what’s going on.

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Public access to private businesses

After SpaceX exploded onto the public markets earlier this year, it paved the way for other blockbuster IPOs. Anthropic looks likely to be next, coming to market with a valuation of over $1 trillion. Stripe, Databricks, OpenAI and others are all waiting in the wings. For the investment trusts that have backed them, it is […]
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BlackRock Income & Growth mulls exit from ‘oversupplied’ UK sector

The trust has launched a strategic review addressing 'ongoing challenges with size, liquidity, and operating costs'.
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‘Two classes of shareholder’: Is retail getting a fair deal in overnight fundraises?

Retail inclusion in fresh raises has surged since the start of the year, but some private investors still aren't happy.
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Saba responds to Gore Street over failed German asset sale

Saba Capital has responded to Gore Street Energy Storage Fund (GSF) after its board blamed uncertainty created by the activist investor’s proposals for disrupting the sale of its German battery storage asset. Yesterday, GSF revealed that the preferred bidder for its 22MW Cremzow asset had sought to reduce its offer when negotiations were at an […]
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Supermarket Income completes deployment of £100m equity raise

Supermarket Income REIT (SUPR) has completed the deployment of the proceeds from its £100m July equity raise after acquiring six grocery properties for £104m. The acquisitions, combined with the £118m purchase of three supermarkets announced in July, take SUPR’s recent investment to £222m. The nine properties have been acquired at an average net initial yield […]

Living REIT

4 September 2026

Building from strength.

Custodian Property Income REIT

3 September 2026

Positive, income-led returns in Q127.

Invesco Asia Dragon

2 September 2026

IAD’s contrarian approach has led to a differentiated portfolio and excellent long-term returns.

HICL Infrastructure

2 September 2026

HICL is ready for the next twenty years.

Molten Ventures

1 September 2026

GROW’s true discount is even wider than the reported one.

Transaction in Own Shares

10/09/2026 - 17:51

Bankers

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Holding(s) in Company

10/09/2026 - 17:50

Molten Ventures

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Transaction in Own Shares

10/09/2026 - 17:49

Schroder AsiaPacific Fund

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Transaction in Own Shares

10/09/2026 - 17:49

The European Smaller Companies Trust

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Transaction in Own Shares

10/09/2026 - 17:48

Schroder Oriental Income

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Glossary

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

Research tools

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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.