Compass: The AIC's monthly newsletter

This month in Compass, we reveal the best performing sectors of 2025 and Ian Cowie shares his fantasy fund muck ups.

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

Ian Sayers gives his view on the platforms conclusion.

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?

My best investment - Michael Morris, Picton Property Income Limited

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

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?

What potential does the Smaller Companies sector hold?

An article from Neil Hermon, fund manager of Henderson Smaller Companies.

The outlook for the investment company industry by Andrew Bell, recently elected chairman of the AIC

AIC Chairman’s comment on the investment company industry.

Budget or bust?

Aberdeen Asset management host a debate with Andrew Neil, Presenter, and Fraser Nelson, Editor of the Spectator, on what the 2012 Budget means for Britain's future.

Thematic research

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

We’re halfway there: in review

4 July 2025

In our summer event this week we heard from managers running assets all around the world.

Money for nothing

2 July 2025

We look at those investment trusts covering the costs of their fees with buybacks.

A spoonful of Saba

25 June 2025

Maybe the past year’s activism is the long-term medicine the industry needed?

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Overcoming a cash ISA allowance reduction through investment trusts

There has been much press speculation in recent weeks that the Chancellor Rachel Reeves intends to reduce the cash ISA allowance from its current level of £20,000 per annum. The Financial Times reported on 30 June that an announcement is expected in the Mansion House speech on 15 July. Whilst no final decision on the […]
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Polar Capital cuts big tech as AI growth clouds Mag 7 dominance

Polar Capital Technology has pulled back on its position in two Magnificent Seven companies as AI could hinder the US mega-caps.
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Why Chris Mills is excited about 'emerging silver lining' of US tariffs

Oryx International Growth manager Chris Mills hopes a repatriation of capital to the UK will support small-caps after a difficult year for the trust.
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‘Excited’ Polar Capital Technology delivers 537% over 10 years but warns upside ‘limited’ in short term

Polar Capital Technology (PCT) has rebounded strongly from a “challenging” year in which a Trump market rally turned sour and the launch of China’s DeepSeek threatened to eclipse US dominance in artificial intelligence. Despite this its fund managers say AI is the most “exciting” market they have ever seen.  Annual results today showed the investment trust’s […]
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Blackstone pips Tritax to post with higher Warehouse Reit bid

The board of Warehouse Reit has switched allegiance back to Blackstone, after the US firm upped its cash offer to 115p per share.

Utilico Emerging Markets

10 July 2025

Charles Jillings from Utilico Emerging Markets.

Geiger Counter

10 July 2025

Enriched prospects.

Henderson Far East Income

9 July 2025

Positioned to benefit as Asia outperforms.

JPMorgan China Growth & Income

9 July 2025

JCGI has capitalised on market deratings to add high-quality names aligned with long-term growth trends.

Mercantile

9 July 2025

MRC offers exposure to attractively valued UK mid-cap stocks.

Transaction in Own Shares

11/07/2025 - 18:01

BlackRock Throgmorton Trust

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Transaction in Own Shares

11/07/2025 - 17:53

Finsbury Growth & Income Trust

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Transaction in Own Shares

11/07/2025 - 17:43

Bankers Investment Trust

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Transaction in Own Shares

11/07/2025 - 17:38

Biotech Growth Trust

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Transaction in Own Shares

11/07/2025 - 17:37

Fidelity Emerging Markets

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Glossary

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

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