Compass: The AIC's monthly newsletter
Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.
Latest articles, press releases and videos
Long term investing in smaller companies results in consistency and high returns
Harry Nimmo discusses his investment process for UK Smaller Companies.
Are you making the most of this year’s pension investment allowances?
David Prosser discusses how you can get the most out of your pension.
Lifting the lid on Woodford Patient Capital Trust’s launch
Paul Lamacraft discusses the thinking behind the launch of Woodford Patient Capital Trust.
A record year for investment company share issues
Annabel Brodie-Smith, Communications Director at the AIC looks at what’s made it a record year.
Performance comparisons – an open or closed case?
Nick Britton, Head of Training at the AIC discusses the latest data comparing open-ended and closed-ended funds.
What happens at an investment fund during times of stress?
David Prosser discusses what happens at an investment fund during times of market volatility.
Active versus passive management
David Prosser explores both sides of the argument, but points out the two areas don’t have to be mutually exclusive.
Annabel Brodie-Smith blog: School’s out for summer
Annabel Brodie-Smith looks at how investment companies can help with university costs.
As an active manager how do you add value?
Francesco Conte, portfolio manager, JPMorgan European Smaller Companies Investment Trust.
Saving for university with investment companies
David Prosser discusses why closed-ended funds are worth considering.
My best investment - Dan Mahony
Daniel Mahony, Fund Manager, Polar Capital Global Healthcare Growth & Income.
The case for investing in biotech
Carl Harald Janson, Manager, International Biotechnology Trust.
Into the crystal ball: a 2025 vision for investment trusts
Interview with Jean Roche of Schroder UK Mid Cap Fund, Paul Niven of F&C Investment Trust and Carlos Hardenberg of Mobius Investment Trust.
Into the crystal ball: a 2025 vision for investment trusts
Interview with Jean Roche of Schroder UK Mid Cap Fund, Paul Niven of F&C Investment Trust and Carlos Hardenberg of Mobius Investment Trust.
Recorded December 2024.
Into the crystal ball: looking forward to 2025 and beyond – what is your biggest cause for concern?
Into the crystal ball: a 2025 vision for investment trusts. Fund managers tell the Annabel Brodie-Smith what their biggest causes for concern are in 2025 and beyond.
Recorded December 2024.
Into the crystal ball: what is your biggest cause for optimism in 2025 and beyond?
Into the crystal ball: a 2025 vision for investment trusts. Looking forward to 2025 and beyond - what is your biggest cause for optimism? Jean Roche, Paul Niven and Carlos Hardenberg on their biggest causes for optimism in 2025 and beyond.
Recorded December 2024.
Into the crystal ball: could you reflect on your performance in 2024?
Into the crystal ball: a 2025 vision for investment trusts. Managers from F&C Investment Trust, Schroder UK Mid Cap and Mobius Investment Trust reflect on their performance in 2024.
Recorded December 2024.
Into the crystal ball: following Trump’s re-election, what is your outlook?
Paul Niven, Fund Manager of F&C Investment Trust and Head of Multi-Asset Solutions at Columbia Threadneedle Investments gives his outlook following Trump's re-election and tells us how tariffs could impact his portfolio.
Recorded December 2024.
Into the crystal ball: following rate cuts where are you seeing opportunities for UK mid caps?
Into the crystal ball: a 2025 vision for investment trusts. Jean Roche, Lead Fund Manager of Schroder UK Mid Cap Fund on where she's seeing opportunities for UK mid cap companies following rate cuts from the Bank of England.
Recorded December 2024.
Into the crystal ball: what themes or countries are you particularly positive about next year?
Into the crystal ball: a 2025 vision for investment trusts. Carlos Hardenberg, Portfolio Manager of Mobius Investment Trust on the themes and countries he's particularly positive about next year.
Recorded December 2024.
Thematic research
Third-party thematic research on investment companies can be found below.
AIC Investment Company Showcase
Interview with Craig Baker
Interview with Craig Baker, Manager of Alliance Witan, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Craig's full presentation from this year's Showcase here.
Interview with Gaurav Narain
Interview with Gaurav Narain, Principal Adviser of India Capital Growth Fund, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024
Interview with Ian Lance
Interview with Ian Lance, Manager of Temple Bar Investment Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Ian's full presentation from this year's Showcase here.
Interview with Jasmine Yeo
Interview with Jasmine Yeo, Co-Manager of Ruffer Investment Company, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Jasmine's full presentation from this year's Showcase here.
Interview with Joe Bauernfreund
Interview with Joe Bauernfreund, Manager of AVI Japan Opportunity Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Joe's full presentation from this year's Showcase here.
Interview with Mike Seidenberg
Interview with Mike Seidenberg, Lead Portfolio Manager of Allianz Technology Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Mike's full presentation from this year's Showcase here.
Interview with Stuart Widdowson
Interview with Stuart Widdowson, Co-Manager of Odyssean Investment Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Interview with Tom Williams
Interview with Tom Williams, Co-Manager of Downing Renewables & Infrastructure, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Tom alongside other fund managers in our 'Green means go' panel from this year's Showcase here.
Interview with Kirsty Gibson
Interview with Kirsty Gibson, Co-Manager of Baillie Gifford US Growth Trust, at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Kirsty's full presentation from this year's Showcase here.
Interview with Richard Shepherd-Cross
Interview with Richard Shepherd-Cross, Manager of Custodian Property Income REIT, at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Richard's full presentation from this year's Showcase here.
Interview with Laura Foll
Interview with Laura Foll, Co-Manager of Law Debenture Corporation, Lowland Investment Company and Henderson Opportunities Trust at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Laura's full presentation from this year's Showcase here.
Home REIT publishes 2023 annual accounts
Herald highlights significant long term underperformance from Saba
QuotedData’s morning briefing 14 January 2025 – IBT, HRI, RTW, TMI, FP, CBA
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
14/01/2025 - 18:30
BlackRock Smaller Companies Trust Plc - Transaction in Own Shares
14/01/2025 - 18:30
BlackRock Energy and Resources Income Trust Plc - Transaction in Own Shares
14/01/2025 - 17:50
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.
