Compass: The AIC's monthly newsletter

This month in Compass, our managers celebrate the renaissance of Japan and Ian Cowie goes fishing for minnows.

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REITs poised for rebound with strong rental growth and shortage of supply

Flurry of mergers and acquisitions also unlocking value for shareholders.

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AIC calls for rethink of Lifetime ISAs

ISA regime should be simplified to encourage culture of investment.

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Talking takeovers

David Prosser on the spate of investment trust mergers and acquisitions.

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Director talk: Manisha Shukla

Manisha is a non-executive director at European Opportunities Trust.

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Investment companies can help deliver the government’s growth ambitions

Investment companies help fund UK infrastructure and high-potential sectors and the National Wealth Fund should use them to help finance innovative projects.

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AIC responds to government industrial strategy paper

We call for VCT investment limits to be raised and age limits scrapped.

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Balancing risk and return

David Prosser explains one way to judge risk when investing.

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Emerging markets investment trusts benefitting from weak US dollar and rotation away from US

Trump, tariffs and geopolitical uncertainties remain the greatest risks.

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The great investment trust sale

David Prosser highlights some investment trusts that are historically cheap.

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Monthly roundup: Saba pros & cons, Scottish Mortgage results and creating the dividend heroes

Jo, Ryan and David discuss the latest news and results in the investment trust world.

An introduction to the AIC's Investment Company Showcase

The AIC's private investor event offers investors the chance to hear from 30+ portfolio managers of investment trusts covering UK equities to emerging markets, high income to technology.

Private investor view: Damazia Ajayi shares her own personal investing experience and learnings

Start early, invest for your kids and pay monthly. Veteran investment trust investor Damazia, tells us what’s worked for her over more than 40 years.

Thematic research

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

Crazy Rich Asia

17 October 2025

Asia offers geographical diversification and a buffer to expensive US markets.

Exploring frontier and emerging markets amid shifting global flows

15 October 2025

There is opportunity to be had in lesser-known markets in the current environment.

Continental drift

8 October 2025

Are the US and Europe drifting apart?

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Crystal Amber revamps strategy after Bernstein’s exit

Tarncourt Capital takes over from the manager that launched the trust, buying an ownership stake from activist Saba in the process.
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Trust buybacks break record high in October

Buybacks surpassed their 2024 high last month, with Scottish Mortgage once again leading the charge.

Invesco and Franklin Templeton investment trusts agree merger

Two of the UK’s leading global equity income trusts are to merge in early 2026, in a move aimed at creating a larger and more liquid vehicle.
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Private investor Geoff Mills wins big – a 40-year journey of patience, process and trust in trusts

Private investor Geoff Mills scooped the £5,000 prize at the QuotedData Investors’ Choice Awards 2025 after correctly predicting the winners in every category from the judges’ shortlists. An investment trust investor since the 1980s, he has amassed fund selection skills to rival those of the professionals. We look at his journey from curious novice to […]
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Worldwide Healthcare back on the mend as good performance and presence of Saba stoke half-year return

Worldwide Healthcare (WWH) has posted its best first half performance in two decades as the £1.5bn investment trust managed by Orbimed in New York looks to make a decisive break from the bear market and hostile politics that have afflicted its sector in the past three years.  The diversified 49-stock portfolio, which is designed to benefit from all aspects of the global advance in healthcare spending, made a 5% return in […]

Greencoat UK Wind

14 November 2025

UKW shares hit by ROC consultation, but fundamentals remain undimmed.

Merchants Trust

14 November 2025

QuotedData's In The HotSeat - Simon Gergel from Merchants Trust.

Schroder Oriental Income

14 November 2025

Results analysis: Schroder Oriental Income.

HarbourVest Global Private Equity

14 November 2025

HVPE is amongst the best placed to benefit from a recovery in private equity activity.

Schroder Income Growth Fund

13 November 2025

Results analysis: Schroder Income Growth

Transaction in Own Shares and Total Voting Rights

14/11/2025 - 18:11

Crystal Amber Fund

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Transaction in Own Shares

14/11/2025 - 17:54

Schroder Oriental Income

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Transaction in Own Shares

14/11/2025 - 17:54

Schroder AsiaPacific Fund

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Transaction in Own Shares

14/11/2025 - 17:53

Schroder Income Growth Fund

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Block listing Interim Review

14/11/2025 - 17:44

HgCapital Trust

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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.