Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie blasts into space and explains how he will vote on Edinburgh Worldwide. We dive into discounts and reveal the 2025 fantasy fund manager winner.

Latest articles, press releases and videos

Search by topic
Image

Meet the manager: James Harries

Manager of STS Global Income & Growth Trust.

Image

Fantasy fund manager: portfolios struggle to gain much ground in August

James Baxter-Derrington is closing the gap on Rosie Murray-West after a strong month for China.

Image

Meet the manager: Charlotte Cuthbertson

Manager of MIGO Opportunities Trust.

Why investment trusts have all the answers for income investing: Annabel Brodie-Smith explains

At the Investor Summit, Annabel Brodie-Smith talks about the benefits of investment trusts and how the managers in her panel explained investment trusts' advantages for income investors.

Investment Company Showcase 2025: Interview with Nick Train

Annabel Brodie-Smith, Communications Director of the AIC, talks to Nick Train, ahead of the Showcase, on 10 October 2025.

Image

In search of inflation-busting income

David Prosser considers how savers should tackle falling savings rates and rising inflation.

Image

The case for commodity focused investment trusts

David Prosser explains why the sector could be a good way to diversify your portfolio.

Investment Company Showcase 2025: Interview with Jack Caffrey

Annabel Brodie-Smith, Communications Director of the AIC, talks to Jack Caffrey, ahead of the Showcase, on 10 October 2025 Recorded in July 2025.

Image

How do fund managers talk to kids about investing?

Experts share their top tips about investing for Generation Alpha.

Image

Meet the manager: Marcus Phayre-Mudge

Manager of TR Property Investment Trust.

Image

Investing in a bubble

Investment trusts can steer a steady course when markets are febrile, writes David Prosser.

Image

Meet the manager: Rory Stokes

Portfolio Manager of The European Smaller Companies Trust.

Thematic research

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

All the things that outperformed Nvidia in 2025

8 January 2026

Kepler Trust Intelligence looks for lessons in a list of the most successful investment trusts of the last year.

Next slide, please

17 December 2025

New rules on costs could provide a boost to the sector next year, what else do we want to see?

Edison explains: Critical social infrastructure – how to invest in the UK’s social impact REITs

16 December 2025

How to invest in the UK’s social impact REITs.

Quoted data logo

2026 Trust Review: Winterflood switches to Lowland and RIT Capital in search of value

Winterflood analysts have made nine changes to their annual investment company recommendations, adding four new names and removing five as they maintain their preference for larger and more liquid London-listed funds. Starting with the additions, the broker’s investment company analyst team, led by head of research Emma Bird (pictured above), switched from Temple Bar (TMPL) […]
Quoted data logo

Bankers bets on tech stocks believing AI spending is “still some way from the peak”

Bankers (BNKR), the £1.3bn global equities investment trust, is banking on companies continuing to spend big on artificial intelligence as it looks to sustain its improved performance following a shift into US technology stocks last year. The Janus Henderson managed trust, which appointed technology fund manager Richard Clode as co-manager late last year, upped its […]
Quoted data logo

Morning briefing: Saba lifts Gore Street Energy stake to 11%; Great Portland Estates reports “strong” third quarter; plus RTW, AJOT, JPEL, FTF

Saba Capital, the activist hedge fund challenging Edinburgh Worldwide and Workspace investment trusts, has increased its position in Gore Street Energy Storage (GSF) from 10% to 11.1%. Shares in the £270m international battery fund have risen 20% in the past year as the company takes steps to recover from a downturn in 2024 but still […]
Citywire logo

The soaring investment trusts that beat Nvidia in 2025

Jensen Huang's $4.4trn tech behemoth was the go-to stock of last year, but nearly a fifth of investment trusts delivered better returns.
Quoted data logo

Six arrested in connection with Home REIT fraud and bribery investigation

The Serious Fraud Office has announced that it has today conducted a major operation involving raids and arrests, as it announces a new £300m bribery and fraud investigation into the past management of Home REIT. Searches and arrests were made at homes in Altrincham, Maidenhead and London, a commercial site in Manchester, and a home […]

Temple Bar

14 January 2026

Premium investing.

Phoenix Spree Deutschland

12 January 2026

FY25 condominium sales beat expectations.

International Public Partnerships

9 January 2026

Operational and strategic progress.

Polar Capital Global Financials

9 January 2026

After several years of the global financials sector outperforming global equities, the managers of PolarCapitalGlobal Financials Trust (PCFT) remain positive about the sector's prospects, as they were last May.

BlackRock Frontiers

8 January 2026

Historic valuation dislocation presents opportunity.

Transaction in Own Shares

14/01/2026 - 17:42

Polar Capital Technology

Read more

Issue of Equity

14/01/2026 - 17:40

City of London Investment Trust

Read more

Holding(s) in Company

14/01/2026 - 17:37

Gore Street Energy Storage

Read more

Holding(s) in Company

14/01/2026 - 17:35

Pantheon International

Read more

Monthly Update

14/01/2026 - 17:28

AVI Japan Opportunity Trust

Read more

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.