Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie blasts into space and explains how he will vote on Edinburgh Worldwide. We dive into discounts and reveal the 2025 fantasy fund manager winner.

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“Serious questions about investor protection”

AIC responds to consultation on long-term asset funds.

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Warehouses versus offices

What’s next for commercial property as restrictions lift?

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Reopening time

Which hospitality and leisure stocks do investment company managers like best?

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“Renewables have now reached a tipping point”

Managers discuss key opportunities and risks.

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In praise of the early bird

As another tax year draws to a close, David Prosser encourages investors to buy and hold.

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Having your say

Ian Cowie on the power of investment company shareholders.

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Small vs mighty

Faith Glasgow explores whether investment company size matters.

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VCT investors feel COVID makes supporting smaller UK businesses more important reveals new research

88% think VCTs help support the UK economy.

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“Listen to what your shareholders want”

Investment company chairs discuss changing asset managers.

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Ian Sayers to step down as Chief Executive of the AIC

Ian was appointed Chief Executive in January 2010, having joined the Association as Technical Director in November 1999.

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94% of adviser clients satisfied with VCT experience as fundraising season ramps up

New research highlights the range of motivations for using VCTs.

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Why the ISA deadline is just the beginning

David Prosser urges you to take more time to consider the use of your annual ISA allowance.

Thematic research

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

All the things that outperformed Nvidia in 2025

8 January 2026

Kepler Trust Intelligence looks for lessons in a list of the most successful investment trusts of the last year.

Next slide, please

17 December 2025

New rules on costs could provide a boost to the sector next year, what else do we want to see?

Edison explains: Critical social infrastructure – how to invest in the UK’s social impact REITs

16 December 2025

How to invest in the UK’s social impact REITs.

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Morning briefing: Saba lifts Gore Street Energy stake to 11%; Great Portland Estates reports “strong” third quarter; plus RTW, AJOT, JPEL, FTF

Saba Capital, the activist hedge fund challenging Edinburgh Worldwide and Workspace investment trusts, has increased its position in Gore Street Energy Storage (GSF) from 10% to 11.1%. Shares in the £270m international battery fund have risen 20% in the past year as the company takes steps to recover from a downturn in 2024 but still […]
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The soaring investment trusts that beat Nvidia in 2025

Jensen Huang's $4.4trn tech behemoth was the go-to stock of last year, but nearly a fifth of investment trusts delivered better returns.
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Six arrested in connection with Home REIT fraud and bribery investigation

The Serious Fraud Office has announced that it has today conducted a major operation involving raids and arrests, as it announces a new £300m bribery and fraud investigation into the past management of Home REIT. Searches and arrests were made at homes in Altrincham, Maidenhead and London, a commercial site in Manchester, and a home […]
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Polar Cap Healthcare has 'very challenging' year but remains optimistic

PCGH shared its first set of results after surviving a 100% tender offer, posting negative but index-beating returns for 2025.
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SFO makes six arrests linked to £300m Home Reit fraud probe

The Serious Fraud Office has arrested six people linked to the past management of Home Reit as part of a 'major' bribery and fraud investigation.

Temple Bar

14 January 2026

Premium investing.

Phoenix Spree Deutschland

12 January 2026

FY25 condominium sales beat expectations.

International Public Partnerships

9 January 2026

Operational and strategic progress.

Polar Capital Global Financials

9 January 2026

After several years of the global financials sector outperforming global equities, the managers of PolarCapitalGlobal Financials Trust (PCFT) remain positive about the sector's prospects, as they were last May.

BlackRock Frontiers

8 January 2026

Historic valuation dislocation presents opportunity.

Transaction in Own Shares

14/01/2026 - 17:42

Polar Capital Technology

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Issue of Equity

14/01/2026 - 17:40

City of London Investment Trust

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Holding(s) in Company

14/01/2026 - 17:37

Gore Street Energy Storage

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Holding(s) in Company

14/01/2026 - 17:35

Pantheon International

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Monthly Update

14/01/2026 - 17:28

AVI Japan Opportunity Trust

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Glossary

What does that word mean? Find your way around investment trust jargon.

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