Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie analyses the impact of Iran on investment trusts, and our most experienced managers share lessons learned during previous crises.
Latest articles, press releases and videos
Regular saving or lump sum investment?
David Prosser asks which is best.
AIC says audit reforms should target larger more complex companies
"A one-size-fits-all approach will place disproportionate regulatory costs on smaller non-complex companies"
“Hands-on, long-term approach”
Private equity managers defend sector against recent criticism.
Investment company H1 2021 review
Fundraising hits record and assets reach all-time high.
AIC welcomes the Chancellor's Mansion House speech
AIC Chief Executive, Ian Sayers, says “we applaud the Chancellor’s plans to take a unique approach to strengthen UK markets.”
What do you enjoy most about managing your investment company?
The managers of Target Healthcare REIT, Civitas Social Housing and Schroder BSC Social Impact explain why caring for the elderly, providing high-quality housing and making real social impact are some of the reasons they most like running their strategies.
What are the risks to your strategy and how do you mitigate them?
The managers of Schroder BSC Social Impact, Civitas Social Housing and Target Healthcare REIT discuss how diversification, extensive due diligence and attention to detail helps them manage risks to their portfolios.
Japan ahead of the Olympics
“Undervalued world class businesses”
How does the investment company structure help you for this type of investing?
The managers of Civitas Social Housing, Target Healthcare REIT and Schroder BSC Social Impact explain the benefits of the closed-ended structure for making social impact investments.
How does your strategy help society and how do you measure this?
The managers of Schroder BSC Social Impact, Civitas Social Housing and Target Healthcare REIT explore the positive social impact of their investments.
Social impact investment companies now manage £3.9 billion of assets
Managers discuss care homes, social housing and homeless accommodation.
Inflation and financials – concern or opportunity?
History suggests there’s plenty of room for financials to continue outperforming says Polar Capital Global Financials Trust co-manager, Nick Brind.
Building the future: UK commercial and logistics property
With more than £14 billion of assets, investment trusts in the property sectors provide investors with access to everything from logistics warehouses and AI-driven datacentres to offices and retail parks.
Positive environmental and social impact
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether their portfolios have a positive environmental or social impact.
Recorded March 2026.
M&A activity in the REIT sector
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss the M&A activity in the REIT sector.
Recorded March 2026.
How has the conflict in the Middle East had an impact?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether the conflict in the Middle East has had an impact.
Recorded March 2026.
How their portfolios are faring in these economic conditions?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss how their portfolios are performing during these current economic conditions.
Recorded March 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
Edinburgh Worldwide tender blocked
Active ETF Intelligence – taking stock of the first few weeks
JPMorgan Emerging Markets Dividend Income
10 April 2026
JEMI helps income investors capture the growth potential of emerging markets.
Aberdeen Asia Focus
10 April 2026
Excellent stock selection has driven impressive long-term returns.
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.
