Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie explains what a new PM means to investors, managers reflect on the impact of the Brexit vote and we search for the next mega-IPOs.

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Me and my trusts: Faith Archer - what trusts do you hold in your own portfolio and why?

Faith Archer explains what trusts she has chosen for her own savings.

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Why it pays to shop around for an investment platform

AIC releases updated cost comparison information to help investors save money.

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Followers of fashion: investment trusts indulge in luxury brands

From designer labels to luxury goods, managers discuss their holdings ahead of London Fashion Week.

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Big (or small) in Japan

David Prosser on the Japanese market’s potential after hitting all-time highs.

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AIC: Act now to protect investors from Saba’s repetitive attacks

Calls on FCA and Department for Business and Trade to take action.

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The year of the fire horse: can Chinese equities continue their stellar gains?

Managers optimistic on Chinese tech and policies to boost housing market.

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Private Equity Discounts, Split Caps Return, and the Future of Trusts | Investment Trust Edge

Investment specialists examine the 2026 outlook, highlighting private equitys role in capturing growth before companies reach public markets. They debate the revival of ...

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Love at first buy: investment trust managers on long-held investments

“While we can love a stock, it can’t love us back”.

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Rhys Davies, Invesco Bond Income Plus - Outlook for Bonds 2026 | Winterflood Conference 2026

Inflation may no longer be running rampant, but its ghost still haunts fixed income markets. Rhys Davies, Manager of Invesco Bond Income Plus, reveals why he expects infl...

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Beat the crowds to invest in SpaceX

David Prosser explains how to get early exposure to big ideas.

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Fantasy fund manager: miners and metals off to flying start

Despite the ferocious sell-off in precious metals, mining stocks are still leading the way.

Have we reached “peak anti-ESG”?

Nick Britton, research director of the AIC, discusses the key findings of the ESG Attitudes Tracker with Natalie Kenway of Sustainable Investing.

Thematic research

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

Full moon rising

2 July 2026

Myths and legends in investment trust M&A.

Keep calm and carry on

16 June 2026

Investment strategies for an uncertain world.

Roll up, roll up

15 June 2026

UK mid-cap stocks are still on sale.

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Aquila European Renewables “extremely dissatisfied” after bailing out Finnish wind farm for second time

Aquila European Renewables (AERI) chair Robert Naylor has added to his growing list of grievances against Aquila Capital after the investment company had to stump up €700,000 (£597,000) to bail out a wind power project in Finland and accused the site’s technical manager of missing out on valuable government support. Naylor said this was the […]
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Weakening market conditions knock 3.9% off Schroder European Real Estate ahead of wind-down

Schroder European Real Estate (SERE), the £85m commercial property investment trust drawing up plans for a managed wind-down, saw its portfolio fall 3.9% in the three months to 30 June.  Weaker investment demand for secondary offices and heightened economic uncertainty alongside concerns over rising inflation and interest rates knocked €7.5m off the valuation, the real […]
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Morning briefing: Andrew White leaves Great Portland Estates; Montanaro European says 5% tender over-subscribed; SDCL Efficiency Income’s wind-down approved; Saba exits Herald

Great Portland Estates (GPE) says development director Andrew White will leave the central London real estate investment trust after 13 years. Chief executive Toby Courtauld said White had played a leading role in many of the company’s most successful developments. His role will not be replaced with executive director Dan Nicolson retaining board level responsibility […]
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Going against the crowd – is an AI hangover coming?

Last week, I attended Troy Asset Management’s annual investment trust seminar. The event clearly has a loyal following, with many investors returning year after year, and the presentations offered some interesting perspectives.
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LondonMetric and Schroders raise offer for Picton

The increase from 76.4p per share to 77p represents a 6.8% premium the latest closing price but an 8.5% discount to net asset value.

BH Macro

9 July 2026

BHMG’s role as a portfolio diversifier looks increasingly relevant in today's markets.


 

BH Macro USD

9 July 2026

BHMG’s role as a portfolio diversifier looks increasingly relevant in today's markets.


 

Hansa Investment Company

9 July 2026

Hansa’s wide discount arguably doesn’t reflect the transformative year and positive outlook.

Hansa Investment Company

9 July 2026

Hansa’s wide discount arguably doesn’t reflect the transformative year and positive outlook.

Patria Private Equity

9 July 2026

Resilient portfolio earnings in H126.

Holding(s) in Company

10/07/2026 - 18:14

Herald Investment Trust

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Issue of Equity

10/07/2026 - 17:48

TwentyFour Select Monthly Income

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Transaction in Own Shares

10/07/2026 - 17:38

Pacific Horizon Investment Trust

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Transaction in Own Shares

10/07/2026 - 17:34

BlackRock Greater Europe

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Transaction in Own Shares

10/07/2026 - 17:30

Biotech Growth Trust

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Glossary

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

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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.