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
37 out of 38 investment company sectors are trading at a discount
But which offers the best value?
Flexible friends
Multi-asset sector tops adviser purchases in Q3 2022.
Healthcare: are we at the start of a bull market?
Gareth Powell, co-manager of Polar Capital Global Healthcare Trust, tells us how the sector could be poised for a period of outperformance.
Smaller companies: facing challenges but opportunities exist
Peter Ewins, manager of The Global Smaller Companies Trust, looks at the current turbulent market conditions and discusses the effects on the global environment for smaller companies
Scottish Mortgage stock stories: Redwood Materials
Investment Specialist Claire Shaw discusses how the challenges facing electric transportation make battery recycling companies like Redwood Materials worth investing in. Capital at risk.
Baillie Gifford: embracing the unpredictable
Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of the Baillie Gifford US Growth Trust explains. Capital at risk.
Troy Income & Growth Trust – Investing with Troy Asset Management
Blake Hutchins, co-manager of Troy Income & Growth Trust discusses how he approaches investing at Troy and what he is trying to achieve with the Troy Income & Growth Trust.
Nine-tenths of financial advisers and wealth managers recommend sustainable funds despite greenwashing concerns
Use of sustainable investment companies has increased year-on-year.
Securities Trust of Scotland – Investing with Troy Asset Management
Please watch the short clip below to see James Harries, manager of Securities Trust of Scotland discussing how he approaches investing at Troy and what he is trying to achieve.
Cop27: investment company managers comment on the future of renewable energy and government intervention
$40 trillion investment needed to reach 2050 net zero objective; UK policy uncertainty “risks becoming very damaging to inward investment”.
AIC releases educational video ‘Investing for growth’
The video aims to help investors understand what growth investing is and how it could help them achieve their financial goals.
Investment Trust Update | 1st November 2022
In this update: More trust mergers, Schroders Social Impact shifts policy to fight inflation and a Tesco manager joins Brunner.
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.
