Compass: The AIC's monthly newsletter
This month in Compass, we’re asking for your help. Get behind our campaign to defend shareholder democracy, and we assess the impact of Trump’s tariffs on trusts.
Latest articles, press releases and videos
AIC comments on Baillie Gifford US Growth and Keystone Positive Change votes
At both general meetings shareholders have voted against Saba’s proposals.
Longest period of double-digit discounts for 30 years presents investors with opportunity
Previous periods of deep discounts have led to 13% p.a. returns in next five years.
Start saving to make a million
David Prosser explains how filling your ISA allowance each year could pay dividends.
Lappin's biggish issue, featuring Annabel Brodie-Smith
John Lappin talks to the The Association of Investment Companies (AIC) communications director Annabel Brodie-Smith about Saba's proposals, the long-term implications for the investment trust sector and why she’s urging shareholders to vote.
Renewable Energy Infrastructure Outlook | Winterflood Conference 2025
The managers of Downing Renewables & Infrastructure and Foresight Environmental Infrastructure explain their capital allocation policies at a time of higher rates and...
UK Equity Income Outlook | Winterflood Conference 2025
The UK is out of favour with investors so what might be the catalysts for a re-rating? Giving their views on the outlook for domestic equities are Simon Gergel of The Mer...
Greencoat UK Wind | Winterflood Conference 2025
Manager Stephen Lilley discusses how to achieve diversification within his investment theme and talks through co-investment opportunities in a sector where the government...
Henderson European Trust | Winterflood Conference 2025
Jamie Ross and Tom O'Hara, Fund Managers of Henderson European Trust sit down with Mark to discuss the potential of European markets, highlighting undervalued opportuniti...
Ruffer Investment Company | Winterflood Conference 2025
Duncan MacInnes of Ruffer Investment Company shares insights on US market concentration, global investment opportunities, and portfolio strategies at the Winterflood Inve...
UK Small Cap Outlook | Winterflood Conference 2025
The sector is on distressed valuations but the outlook is far from bleak. So claim the managers of JPMorgan UK Small Cap Growth & Income and Odyssean Investment Trust...
Impax Environmental Markets | Winterflood Conference 2025
Jon Forster discusses the impact of a Trump presidency on environmental markets, portfolio performance challenges, and future opportunities in electrification, climate ad...
Fidelity China Special Situations | Winterflood Conference 2025
Dale Nicholls from Fidelity China Special Situations discusses the investment potential in China amid economic challenges, highlighting innovative companies like Hesai an...
VCTs: a 30-year legacy
Featuring comments from James Hendry of Gresham House Ventures, which manages the Baronsmead VCTs, Peter Dines of Mercia Ventures, which manages the Northern VCTs and Robert Whitby-Smith of Albion Capital, which manages the Albion VCTs.
VCTs: a 30-year legacy
Featuring comments from James Hendry of Gresham House Ventures, which manages the Baronsmead VCTs, Peter Dines of Mercia Ventures, which manages the Northern VCTs and Robert Whitby-Smith of Albion Capital, which manages the Albion VCTs.
Recorded in February 2025.
VCTs are celebrating their 30th Birthday – why have they been so successful?
VCTs: a 30-year legacy. Annabel Brodie-Smith, James Hendry, Peter Dines and Robert Whitby-Smith discuss why VCTs have been so successful over the past 30 years.
Recorded in February 2025.
What types of companies are you investing in and why?
VCTs: a 30-year legacy. A panel of venture capital trust (VCT) managers talk about the types of companies they are currently investing in and why.
Recorded in February 2025.
What’s the current appetite for VCT investment?
VCTs: a 30-year legacy. Annabel Brodie-Smith asks venture capital trust (VCT) managers what the current appetite is for VCT investment.
Recorded in February 2025.
What economic and social benefits do VCTs provide?
VCTs: a 30-year legacy. James Hendry, Peter Dines and Robert Whitby-Smith explain the social and economic benefits of venture capital trusts (VCTs).
Recorded in February 2025.
Thematic research
Third-party thematic research on investment companies can be found below.
Me and my trusts: Moira O’Neill
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill how she encourages people to invest, what trusts she holds and what she likes about investment trusts.
Me and my trusts: Moira O’Neill
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill how she encourages people to invest, what trusts she holds and what she likes about investment trusts.
Recorded in March 2025.
Me and my trusts: Moira O'Neill - how do you encourage people to invest in the stock market?
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill how she encourages people to invest in the stock market.
Me and my trusts: Moira O'Neill - what investment trusts do you hold and why?
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill what trusts she holds.
Me and my trusts: Moira O'Neill - what do you like about investment trusts?
Nick Gardner, Investment Editor of the Association of Investment Companies, asks journalist Moira O'Neill what she likes about investment trusts.
NextEnergy Solar will maintain its dividend
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.
