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.

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Which platform is the best choice for investment companies?

New AIC research identifies the best platforms to use for investment companies, whether you’re a £50-a-month kind of investor or have a large portfolio.

Where to go from here?

Andrew Bell, CEO of Witan Investment Trust, discusses how to make sense of the current global outlook.

Saving for the next generation

David Prosser explores how saving with investment companies can make a huge dent in university costs.

How to supercharge your returns

David Prosser explains how reinvesting dividends makes a huge difference.

Unexpected Brexit opportunities

Alasdair McKinnon, Manager of The Scottish Investment Trust, explains why the surprises of the past year have been a gift for 'ugly duckling' investors.

Ian Sayers blog: Flat whites and consumer rights

Ian Sayers invites the FCA out for a coffee to discuss the Asset Management Market Study.

Time to give up on investment funds? Not all of them

David Prosser shares the questions investors should ask when approaching the investment market.

The future is Real

Will Fulton, Manager of UK Commercial Property Trust, on what’s next for UK real estate.

How to stay ahead of market highs

With the stock market hitting record levels, David Prosser looks at how investors can make the most of the bullish environment.

Environmental markets

Jon Forster, Co-Manager of Impax Environmental Markets, explains why drivers of the environmental sector are increasingly beyond political intervention.

Biotechnology is undeterred

Geoffrey Hsu, Portfolio Manager of The Biotech Growth Trust, reveals why the fundamentals of biotechnology remain strong.

Should you sell in May and go away?

David Prosser asks whether the old investment adage holds true, or whether there is more to the story.

Thematic research

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

Oblomovism

8 May 2025

We analyse whether higher or lower beta strategies have outperformed.

Investing in Asia with investment trusts

8 May 2025

How investment trusts provide exposure to the growth story in Asia.

Make UK equities great again!

6 May 2025

Why now is the time to rediscover the market.

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Trust results round-up: ‘Another good year’ at 3i Infra; three wind-downs progress

We summarise recent updates from seven investment companies.
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Polar Capital Global Financials takes tariff hit ahead of tender offer

Despite being hit by the fallout from Trump's tariffs, Polar Capital Global Financials' managers believe the sector is poised for further growth.
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Schroder Income Growth cuts fee and introduces discount policy

Schroder Income Growth has announced a fee cut, single-digit discount policy and a new co-manager after disappointing half-year results.
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HydrogenOne first quarter NAV broadly stable, manager publishes new “Hydrogen Handbook”

HydrogenOne Capital Growth (HGEN) has published its first quarter 2025 NAV and portfolio update, while its manager has published its latest “Hydrogen Handbook” – its annual hydrogen sector review. In its quarterly update, HGEN has reported a net asset value per share of 89.28p as at 31 March 2025, broadly unchanged from 90.39p at the […]
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Polar Capital Global Financials launches 100% tender offer

As promised, Polar Capital Global Financials Trust (PCFT) has launched a tender offer of up to 100% of its issued share capital (excluding treasury shares), offering investors an opportunity to fully exit at a price close to NAV. The proposal, which follows through on a commitment in the trust’s articles of association, is conditional on […]

Baker Steel Resources Trust

9 May 2025

Potential sale of Futura on the horizon.

Impax Environmental Markets

8 May 2025

Significant headwinds, but still value.

Gresham House Energy Storage

8 May 2025

Anticipating growth and rising revenues.

Canadian General Investments

8 May 2025

Measured strategy to navigate turbulent markets.

JPMorgan US Smaller Companies

7 May 2025

Short-term noise aside, JUSC offers a unique exposure to domestic US industrials.

Holding(s) in Company

14/05/2025 - 17:57

Polar Capital Global Healthcare

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Transaction in Own Shares

14/05/2025 - 17:43

BlackRock Throgmorton Trust

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Transaction in Own Shares

14/05/2025 - 17:38

BlackRock Greater Europe

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Transaction in Own Shares

14/05/2025 - 17:36

Smithson Investment Trust

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Transaction in Own Shares

14/05/2025 - 17:36

Henderson Smaller Companies

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