Compass: The AIC's monthly newsletter

This month in Compass, we discover how Europe is thriving despite tariff tensions and Ian Cowie explains why diversification is more important than ever.

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The outlook for the UK Growth sector

Opportunities for growth investors in UK small and mid-cap stocks.

Why did we invest?

Spotting a company that can harness a long term structural market shift is a potent force for value creation.

My best investment - Alexander Wright, Manager, Fidelity Special Values

"My investment process is geared towards finding unloved companies with downside protection that have unrecognised growth options."

Blog: Investors in the driving seat…and not before time

Ian Sayers gives his view on the platforms conclusion.

My best investment - Michael Morris, Picton Property Income Limited

Why property is about buying well and focussing on income generation.

The outlook for the commercial property sector

How does commercial property justify its place in a diversified portfolio?

Mind the Gap: Property managers focus on prime locations

What is the outlook for the property investment company sector?

A week in the life of...Mike Adams

Mike Adams, Chief Executive of MedicX describes his busy working week.

An approach to income investing

The manager shares his strategy for investment in the income sector.

What should investors consider when choosing an investment fund?

Which factors are most important when deciding where to put your money?

Things on the up for closed-ended funds

The message from the sector is a positive one.

Changes are afoot for the investment company sector

How will the industry be more accessible to retail investors?

Thematic research

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

Investing in Asia with investment trusts

19 June 2025

How investment trusts provide exposure to the growth story in Asia.

Bank to the Future

18 June 2025

Banks are changing, they’re more resilient, more disciplined, and better capitalised for the future.

Get Rich Slowly: Dopamine over discipline?

15 June 2025

Our investment specialist reflects on the lure of chasing the hot stocks.

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PHP wins Assura bidding war as £1.79bn offer edges out private equity

Assura will remain listed as part of a giant £3bn healthcare property trust after agreeing a merger with peer Primary Healthcare Properties.
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European Smaller Cos swallows European Assets in latest trust tie-up

European Smaller Companies has revealed a planned merger with the European Assets Trust, having shrunk significantly after activist Saba Capital's exit.
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Six renewables trusts pass continuation votes 

A string of listed funds passing recent continuation votes sits somewhat oddly with wide discounts in the out-of-favour renewable energy infrastructure sector.
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James Carthew: Future looks bright for Europe trusts in mega-merger

Henderson European's planned merger with Fidelity European Values is set to create a £2bn powerhouse and looks like a good outcome for shareholders.
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Ashoka WhiteOak Emerging Markets beats benchmark for second year

Ashoka WhiteOak Emerging Markets Trust (AWEM) has published its annual results for the year ended 31 March 2025, reporting a NAV total return of 8.8% for the period, 3.0 percentage points ahead of its benchmark, the MSCI Emerging Markets (GBP) Index. Since its IPO in May 2023, AWEM’s NAV is up 21.7% compared with a […]

HgCapital Trust

19 June 2025

HgT – equity proposition.

Hansa Investment Company

18 June 2025

Combination heralds a bigger, simpler structure.

Rockwood Strategic

18 June 2025

RKW’s performance-driven promotion to the FTSE All-Share Index could open up a wider investor base.

Hansa Investment Company

18 June 2025

Combination heralds a bigger, simpler structure.

ICG Enterprise Trust

17 June 2025

ICG Enterprise Trust ‘Your questions answered – Interviews 1 and 2’

Transaction in Own Shares

23/06/2025 - 17:49

Manchester & London

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Transaction in Own Shares

23/06/2025 - 17:45

Henderson Smaller Companies

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Transaction in Own Shares

23/06/2025 - 17:44

MIGO Opportunities Trust

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Transaction in Own Shares

23/06/2025 - 17:42

Impax Environmental Markets

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Transaction in Own Shares

23/06/2025 - 17:35

GCP Infrastructure Investments

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Glossary

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

Research tools

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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.