Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie explains what a new PM means to investors, managers reflect on the impact of the Brexit vote and we search for the next mega-IPOs.

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Looking for dividends?

David Prosser discusses the 18 ‘dividend hero’ investment companies which have been raising dividends for at least 20 years in a row.

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Dividend heroes

Exceptional eight investment companies have raised dividends for 50+ years.

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The kids are alright

David Prosser discusses the benefits of opening a Junior ISA on behalf of your children.

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ISA recommendations

Financial advisers’ investment company picks for young, middle aged and retired investors.

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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...

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What are VCTs?

David Prosser reviews the benefits and tax advantages of VCTs.

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Windsor Framework a win for VCTs

The AIC argues it marks a significant step forward in putting VCTs on a firmer footing.

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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.

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Meet the manager: Nick Train

Hear from Nick Train, Portfolio Manager of Finsbury Growth & Income Trust.

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Investment companies resilient as adviser platform purchases fall

Net demand for investment companies jumped 48% to reach all-time high.

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UK managers optimistic ahead of Friday’s GDP figures

Technology and growth stocks “starting to look more attractive”.

Thematic research

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

Why the best emerging market opportunities aren’t always the biggest

7 August 2026

Emerging markets have been powered by a handful of technology giants, but opportunities extend far beyond the biggest names.

Bubble, bubble, toil and trouble

5 August 2026

With ongoing questions over the AI rally, we look at what could protect you should the bubble burst.

The changing of the guard

14 July 2026

Why the US is not the only show in town for growth-seeking investors.

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BlackRock American Income: The US market is more than seven stocks

Value investor Muzo Kayacan is digging deep into America's unloved companies using AI to power ahead of their peers.
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Europe may not seem exciting, but its companies are

European trusts can be a tough sell. Why would investors bother delving into the sclerotic, slow-growing economies of France or Germany when they can enjoy the excitement of the dynamic US? To paraphrase Bill Clinton, it’s not the economy, stupid. It is hard to make a case for Europe on economic growth alone. While Eurozone […]
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Capital Markets Day 2025: keynote from Major General Paul Tedman 

General Tedman discusses the strategic importance of space to global defence and security, and why access to resilient space-based capabilities is increasingly critical to national security and military operations. Watch below or here.
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Morning briefing: Residential Secure Income to return proceeds from retirement living sale via B share scheme, plus SCP and GRIT

Residential Secure Income (RESI) will make its first return of capital following the disposal of its retirement portfolio to Living REIT. The company will return £35.2m to shareholders via its B Share Scheme, equivalent to 19p per ordinary share, with the payment due on 25 August. It will also pay a 1.53p per share property […]
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Pershing Square adds six new positions in ‘disappointing’ first half

Bill Ackman’s £6.7bn investment trust fell 12.6% over the first six months of the year, but it was one of the fund's most active dealmaking periods on record.

Molten Ventures

14 August 2026

Backing Europe’s enabling technologies.

TR Property

12 August 2026

TRY’s strong earnings growth is a sign of the continued recovery in pan-European property.

Target Healthcare REIT

11 August 2026

Strong FY26 underpins strong share price.

Dunedin Income Growth

10 August 2026

DIG has raised its dividend every year since 2011, beating inflation.

BlackRock Smaller Companies

10 August 2026

Investing in UK small caps with investment trusts.

Transaction in Own Shares

14/08/2026 - 17:18

The European Smaller Companies Trust

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Transaction in Own Shares

14/08/2026 - 17:13

Fidelity Emerging Markets

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Transaction in Own Shares

14/08/2026 - 17:13

BlackRock Greater Europe

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Transaction in Own Shares

14/08/2026 - 17:12

Aurora UK Alpha

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Transaction in Own Shares

14/08/2026 - 17:11

JPMorgan European Discovery

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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.