Compass: The AIC's monthly newsletter

This month in Compass, our managers celebrate the renaissance of Japan and Ian Cowie goes fishing for minnows.

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Inside Monks Investment Trust

Charles Plowden, Manager, explains how Monks Investment Trust aims to capture pockets of growth others may overlook.

A better deal on charges

David Prosser talks more on what comparisons investors can make between funds before they buy.

“Be fearful when others are greedy, and greedy when others are fearful” – Warren Buffett

David Prosser discusses two ways investors can stay invested in equities while playing close attention to risk management.

Much ado about nothing

Fran Radano explains why being a long-term investor enables him to see past the US election.

The emerging markets “perfect storm”

Emerging markets have been among the best performing asset classes so far in 2016. Carlos Hardenberg looks at whether the rally will be sustained.

“Run a profit, cut a loss”: Should investors be thinking about taking their money out of the market?

David Prosser argues that there are two good reasons to stay invested.

Ian Sayers blog: The Great British Break Off

Ian Sayers on the technical challenge of UK fund regulation post-Brexit

‘They grow up so fast’

Tom Walker, Portfolio Manager of Martin Currie Global Portfolio Trust discusses how his approach to global equities is designed with long-term goals in mind.

“Sell in May and go away, don’t come back till St Leger’s Day”: More than just an old wives tale?

David Prosser examines whether investors should really sell up on the 1st May and buy back in during September.

Annabel Brodie-Smith blog: The serious business of being a student

Annabel Brodie-Smith looks at student debt and how investment companies can have a role to play in building a long-term nest egg.

With decreasing interest rates, why should investors consider investment companies?

Following the Bank of England’s interest rate cut, David Prosser discusses where income seeking investors could be looking.

Neil Mumford blog: Searching for reliable income in an unreliable world

Investment trusts are attractive for pensioners looking to generate retirement income, says chartered financial planner Neil Mumford.

Thematic research

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

Crazy Rich Asia

17 October 2025

Asia offers geographical diversification and a buffer to expensive US markets.

Exploring frontier and emerging markets amid shifting global flows

15 October 2025

There is opportunity to be had in lesser-known markets in the current environment.

Continental drift

8 October 2025

Are the US and Europe drifting apart?

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3i Group plunges 15% as ‘cautious’ outlook clouds strong interims

The private equity giant raised concerns over top holding Action, which may grow at a slower rate.

Schroder Income Growth Fund marks 30 years of dividend increases

Schroder Income Growth Fund, one of the UK’s oldest and most consistent equity income trusts, has capped its thirtieth consecutive year of dividend increases with another strong set of annual results, a milestone that reinforces its status as one of the Association of Investment Companies’ “dividend heroes.”
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Franklin Global solves its problems by agreeing to merge with Invesco Global Equity Income

Invesco Global Equity Income (IGET) has capped off a remarkable turnaround, clinching a merger deal with underperforming Franklin Global Trust (FRGT) that could swell its assets to £445m 18 months after it emerged from the reconstruction of Invesco Select.  IGET, a £269m trust that consolidated the three former Select portfolios in May last year, has agreed terms to issue new shares to Franklin Global shareholders who […]
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Home REIT: Patron Capital offers £123m for 700 properties

Home REIT (HOME), the former homeless accommodation provider blighted by a valuation scandal three years ago, is in talks with real estate investor Patron Capital about selling the bulk of its portfolio for £123m. The indicative price, which has not been finalised, comes as Home agreed to hold exclusive negotiations with London-based Patron. It covers […]
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Stricken Hydrogen Capital Growth in race to wind down after fund’s cash pile dwindles to £1.1m

Hydrogen Capital Growth (HGEN), the suspended renewables fund hit by the collapse of fuel cell producer Bramble last week, has just £1.1m cash left with which to pursue its wind-down and salvage something for shareholders. After a delay, half-year results published today will enable the £33m investment trust to apply for a resumption in trading […]

Franklin Global Trust

13 November 2025

Combination with strongly performing peer.

ICG Enterprise Trust

13 November 2025

 Strong operating company performance drives long-term returns.

Worldwide Healthcare Trust

11 November 2025

The rapidly changing political landscape for US healthcare.

HgCapital Trust

7 November 2025

NAV rebound continued into Q325.

Rights & Issues Investment Trust

6 November 2025

Looking oversold.

Hydrogen Capital Growth

12/11/2025 - 18:00

Hydrogen Capital Growth

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Replacement-Circ & EGM Notice re MVL & capital ret

12/11/2025 - 17:57

NB Distressed Debt

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Transaction in Own Shares

12/11/2025 - 17:52

BlackRock Greater Europe

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Transaction in Own Shares

12/11/2025 - 17:40

BlackRock Smaller Companies

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Transaction in Own Shares

12/11/2025 - 17:39

Artemis UK Future Leaders

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