Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie reveals the impact of the Iran conflict on his portfolio, managers explain the benefits of investing in infrastructure, and we celebrate City of London’s Diamond Jubilee.

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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

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”.

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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 ...

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Investment Trust Update | 2nd February 2023

In this investment trust update, Winterflood annual review reveals one of the toughest year for close-ended investors.

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.

The winter of discountent

16 September 2026

LPE trusts are ramping up returns of capital - what lessons for the rest of the sector?

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?

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Opportunities emerging in AI’s shadow

As government bond yields have been rising, investors have re-embraced the comfort blanket of AI stocks. However, there is an increasing sense that a lot is resting on the success of AI adoption – and that may not be a slam-dunk. There are a number of global fund managers actively seeking out alternative sources of […]
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Alliance Witan: Stock Spotlight: Techtronic

Interview with Tye Bousada from EdgePoint Techtronic is a leading manufacturer of power tools and equipment, with well-known brands including Milwaukee, Ryobi and Hoover. EdgePoint’s Tye Bousada believes the company is well positioned to benefit from the shift from corded to cordless tools, where it is the market leader, while its focus on specialist, efficiency-enhancing […]
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JPMorgan Global Growth & Income’s ‘challenging’ year

The year to June was a ‘challenging’ period for JPMorgan Global Growth & Income (LON:JGGI), according to chairman James Macpherson. Nevertheless, the board remains confident in the investment strategy, having beaten the benchmark in eight of the last 10 years. A ‘challenging’ year For the year to June, JGGI posted a 16.7% NAV (net asset [...] The post JPMorgan Global Growth & Income’s ‘challenging’ year appeared first on Sharesify.
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JPMorgan Global Growth underperforms again after underestimating scale and impact of AI “euphoria”

JPMorgan Global Growth & Income (JGGI) has unveiled a second year of underperformance with chair James Macpherson saying its fund managers had “underestimated the scale and market impact of the AI investment boom”. JP Morgan portfolio managers Helge Skibeli, who will retire in 2028, James Cook and Sam Witherow admitted the year to 30 June […]
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10 UK investment trusts for the AI boom: where investors can find the biggest opportunities

Artificial intelligence is creating investment opportunities far beyond the handful of US technology giants dominating headlines. From Nvidia’s (NASDAQ:NVDA) processors and Asian semiconductor manufacturing to the data centres, fibre networks and enterprise software needed to run AI, the investment chain is becoming increasingly diverse. For UK retail investors, investment trusts offer several ways to participate. [...] The post 10 UK investment trusts for the AI boom: where investors can find the biggest opportunities appeared first on Sharesify.

Neuberger Private Equity Partners

8 October 2026

 1H’26 results: foot on the accelerator.

Schiehallion

8 October 2026

Initiation – Privileged access to tomorrow’s titans.

Seraphim Space Investment Trust

7 October 2026

Strong NAV growth, more winners emerging.

Ashoka WhiteOak Emerging Markets

6 October 2026

In this webinar, Hiren Dasani, takes us through the outlook for emerging markets and where AWEM is looking for opportunities in alpha-rich segments of the market such as small and mid caps.

Partners Group Private Equity

2 October 2026

Aiming to turn the tide.

Transaction in Own Shares

09/10/2026 - 18:12

BlackRock Smaller Companies

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Transaction in Own Shares

09/10/2026 - 17:44

The European Smaller Companies Trust

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Transaction in Own Shares

09/10/2026 - 17:43

Henderson Smaller Companies

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Transaction in Own Shares

09/10/2026 - 17:42

Lowland

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Transaction in Own Shares

09/10/2026 - 17:42

Bankers

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Glossary

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

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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.