Compass: The AIC's monthly newsletter

Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.

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Director talk: Alan Giles

Alan is a non-executive director of Murray Income Trust.

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Why now could be the time for UK smaller companies

Investment trust managers give views on opportunities under the new government.

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AIC updates and refreshes online educational programme

More than 200 people have now completed the Investment Company Accreditation.

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AIC welcomes government’s landmark pensions review

Investment companies can be part of the solution.

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So who’s right?

David Prosser asks what it means when one manager buys a stock while another sells.

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Investment companies can be a key enabler of growth

AIC welcomes focus on growth, investment and wealth creation in King’s Speech.

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Meet the manager: Ian Lance

Manager of Temple Bar Investment Trust.

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Investment Trust Edge | July 2024

We are joined by Paul Hookway, Senior Fund Analyst at Kleinwort Hambros and Matthew Strachan, CIO at Thorntons Investments to discuss the Alliance Trust and Witan merger,...

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Which sectors and trusts could benefit from lower rates?

Infrastructure, renewable energy and property offer most scope for gains.

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Parents dig deep to support kids through university

And now the Bank of Grandma and Grandad is chipping in too.

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Merger mania

Faith Glasgow explains the benefits of the Alliance Witan mega-merger

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Power up your portfolio

Ian Cowie examines which investments might benefit from Labour’s policies

Thematic research

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

Are commodities hot or not?

12 December 2024

We ask what AI and green energy mean for investments in commodities.

Quality will out

5 December 2024

Alternative income trusts offer diversification, but stick to high quality.

What would Kenny Rogers do?

27 November 2024

As the world waits for the Trump show to start in earnest, should you hold 'em, fold' em, walk away or run?

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Nick Train makes rare double buy for UK funds

The veteran UK stockpicker has snapped up a pair of new holdings, in his first buy for a year.
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Empiric splashes fundraise cash on Manchester student digs

Empiric Student Property has snapped up more than 100 beds in Manchester, using the proceeds of its fundraise last year.
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Home REIT publishes 2023 annual accounts

Home REIT has finally published annual results to the end of August 2023, posting another large write-down in NAV. The company reported that NAV fell 37.3% from £345.9m, or 43.76p per share (at 31 August 2022) to £216.9m, or 27.43p. We are still awaiting up-to-date results for the year ended 31 August 2024, which the […]
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Herald highlights significant long term underperformance from Saba

In a further response to the requisition request issued by Saba, the board of Herald (HRI) has issued a statement highlighting the trust’s superior performance over that of Saba. From publicly available data sources and press articles, the board believes that Herald has materially outperformed Saba Capital Master Fund, often described as its flagship fund, […]
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QuotedData’s morning briefing 14 January 2025 – IBT, HRI, RTW, TMI, FP, CBA

In QuotedData’s morning briefing 14 January 2025: International Biotechnology trust (IBT) has announced Johnson and Johnson’s acquisition of Intra-Cellular Therapies (ITCI) for $132 per share, representing a premium of approximately 40% to ITCI’s closing share price on 10 January 2025. ITCI is IBT’s largest shareholding, representing 7.14% of IBT’s NAV as at 10 January 2025. […]

Jupiter Green

23 December 2025

Results analysis from Kepler Trust Intelligence.

CQS Natural Resources Growth & Income

13 January 2025

Protect your investment - get out and vote.

European Opportunities Trust

10 January 2025

QuotedData's Weekly News Show - Alexander Darwall from European Opportunities Trust.

Edinburgh Worldwide

10 January 2025

Kepler Trust Intelligence: New Research.

BH Macro USD

9 January 2025

BHMG offers exposure to 'real deal' hedge fund returns.

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

14/01/2025 - 18:30

BlackRock Throgmorton Trust

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

14/01/2025 - 18:30

BlackRock Smaller Companies

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Result of General Meeting

14/01/2025 - 18:50

Ecofin US Renewables Infrastr.Trust

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Holding(s) in Company

14/01/2025 - 18:50

Pantheon Infrastructure PLC

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BlackRock Energy and Resources Income Trust Plc - Transaction in Own Shares

14/01/2025 - 17:50

BlackRock Energy and Resources Income

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Glossary

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

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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.