Compass: The AIC's monthly newsletter

This month in Compass, we discover how to invest in SpaceX, Revolut and TikTok. Ian Cowie hunts for opportunities in Europe and we reveal the trusts that would have made you an ISA millionaire.

Latest articles, press releases and videos

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Sam Morse shares his thoughts on Fidelity European Values’ 30th anniversary

To mark the 30th anniversary of the launch of the Fidelity European Trust, What Investment’s editor-in-chief Lawrence Gosling spoke to the current lead portfolio manager Sam Morse.

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UK M&A surge highlights undervalued domestic opportunities

Jonathan Winton, co-portfolio manager of Fidelity Special Values, discusses the surge of activity in UK M&A bids.

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AIC welcomes DWP consultation on pension charge cap

Proposals could help pension savers benefit from alternative assets.

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A Christmas present for their future

Saving for children with investment companies.

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AIC releases educational glossary videos

The six videos aim to help investors understand investment companies.

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Demand for ESG investing will increase, say 89% of advisers

79% say that investing should make a positive difference as well as a financial return.

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Greening your savings

David Prosser asks how investment companies can help in tackling climate change.

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What is a collective investment fund?

Learn more about collective investments, where investors pool their money to invest in a portfolio of assets.

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What does being closed-ended mean?

Investment companies are "closed-ended funds", but what does that mean and why does it matter?

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How much does ESG really matter to investors?

Performance, charges, fund manager and asset management company all come first according to new research.

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Revenue reserves and dividend cover

Learn how investment companies use their revenue reserves to maintain stable dividends.

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Income investors see light at the end of the tunnel

87% of income investors impacted by the pandemic.

Thematic research

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

Dividend culture is on the rise in emerging markets.

11 March 2026

Several countries across emerging markets have taken steps to foster a stronger dividend culture.

The ageing society – a structural shift investors cannot ignore

6 March 2026

Most investment themes depend on something going right: a technology gaining adoption, a policy being passed or economic growth accelerating. Ageing is different.

A galaxy of stars

6 March 2026

Despite its recent travails, the breadth and diversity of the investment trust universe is staggering.

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NextEnergy Solar halves dividend in attempt to fix discount

The £307m trust’s reduced dividend will likely be poorly received by income investors, but is necessary for paying down debt.
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Banks drive bumper returns at Law Debenture for second year running

UK banks boosted the trust's net asset value by nearly 30% thanks to high interest rates, while its former top performer turned into its biggest detractor.
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Runaway sector successes drive Pacific Horizon outperformance

Exposure to two of last year's best performing growth stories has seen Baillie Gifford's Pacific Horizon extend its track record of outperformance.
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CQS Natural Resources up 22.6% this year after outgoing fund managers respond to Iran war by hiking energy positions and cutting gold and silver miners

CQS Natural Resources Growth & Income (CYN) fund managers Keith Watson and Robert Crayfourd have responded to the Iran war by hiking energy holdings to 34% from 24% and cutting gold and silver miners to 37% from 49% at 31 January. No reference was made to their imminent departure announced this week in the update. […]
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How “dividend hero” Law Debenture held Rolls-Royce through a three-year 1,150% share price rebound and swooped on LSEG and RELX after their AI sell-off

Update: Annual results from Law Debenture (LWDB) underline why the £1.5bn UK equity income trust won QuotedData’s long-term income award last year. The company today declared a final dividend of 10.375p per share to take the 2025 total to 35.5p, an above inflation rise of 6%, covered by revenues per share of 37.26p up more […]

Pantheon Infrastructure

11 March 2026

Future-facing fund offers global diversification.

Foresight Environmental Infrastructure

11 March 2026

Diversification boosts both growth and income.

NextEnergy Solar

11 March 2026

New focus on total returns.

Foresight Environmental Infrastructure

6 March 2026

Powered by Many Sources.

HarbourVest Global Private Equity

5 March 2026

HarbourVest Global Private Equity (HVPE) – In Prime Position.

Transaction in Own Shares

10/03/2026 - 17:51

The Global Smaller Companies Trust

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Transaction in Own Shares

10/03/2026 - 17:47

BlackRock Energy and Resources Income

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Director/PDMR Shareholding

10/03/2026 - 17:41

Real Estate Credit Investments

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Transaction in Own Shares

10/03/2026 - 17:38

GCP Infrastructure Investments

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Transaction in Own Shares

10/03/2026 - 17:35

BlackRock Greater Europe

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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.