Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie heads to Canada and managers explain what’s next for VCTs. And the second year of fantasy fund manager kicks off!
Latest articles, press releases and videos
Alternative routes to income
Ian Cowie discusses the income attractions of alternative assets.
Thinking inside the box
Colin Godfrey, Fund Manager of Tritax Big Box REIT, explains the property investment behind Amazon's parcel deliveries.
Simple help for pension investors?
David Prosser discusses how investment companies can provide useful benefits for savers in retirement.
A new tax year
Ian Cowie explains how investors can spring clean their portfolios.
Evolution and opportunity
Peter Spiller, investment manager of Capital Gearing, discusses the development of the investment company industry over 35 years.
The long game
Ian Cowie explains why investors can take comfort from investment companies' durability.
Foreign & Colonial at 150
A Q&A with Paul Niven, fund manager of the oldest investment company.
150 years of innovation
The managers of the first three investment companies, founded in the 19th century, explain why they are still relevant today.
ISAs: use them or lose them
Time is running out to make the most of this year’s ISA allowance. David Prosser explores why investment companies could be a good choice.
The data revolution that could cure the ills of the NHS
BB Healthcare manager, Paul Major, discusses the tech solutions to healthcare’s challenges.
Changing times, one vision
Discover how investment companies have been meeting investors' needs for 150 years.
What is private equity?
Private equity fund managers explain how they help companies grow while aiming to generate good returns for their investors.
Tax cuts and difficult markets
VCT managers discuss what's next for VCTs following the Budget.
Challenging time for some smaller companies and their outlook
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT talk about the challenging time for some smaller companies and their outlook.
Recorded January 2026.
Why do investors use VCTs and what are the benefits?
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss why investors use VCTs and their benefits.
Recorded January 2026.
Which areas of the market are currently offering the strongest opportunities?
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss which areas of the market are currently offering the strongest opportunities.
Recorded January 2026
Impact of reducing the upfront tax VCT relief from 30% to 20%
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss the impact of reducing the upfront VCT tax relief from 30% and 20%.
Recorded January 2026
Good news in the Budget
Jamie Roberts, Managing Partner of YFM Equity Partners, which manages the British Smaller Companies VCTs, Rupert West, Fund Manager of Puma VCT 13 and Andrew Wolfson, CEO of Pembroke Investment Managers, which manages Pembroke VCT discuss what's the good news in the Budget.
Recorded January 2026
Thematic research
Third-party thematic research on investment companies can be found below.
NextEnergy Solar says strategic review “progressing well” as asset value falls 4.4%
Morning briefing: FTSE rallies as UK inflation falls to 3%; Anthropic bigger threat to AI rivals than RELX, says Lindsell Train; AVI Global exits best investment Aker; plus DGI9, WINV, LMS
Active ETFs gather $4.2bn in January to add to their record $1.9trn in 2025
Pershing Square Holdings Ltd. Releases 2025 Annual Financial Statements
18/02/2026 - 18:04
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.
