Compass: The AIC's monthly newsletter

This month in Compass, we ask whether it’s time for a turnaround for infrastructure. Ian Cowie goes global with smaller companies trusts and we delve into discounts.

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Me and my trusts: Jeff Prestridge - what do you like about investment trusts?

Nick Gardner of the Association of Investment Companies asks journalist Jeff Prestridge what the likes about investment trusts.

Me and my trusts: Jeff Prestridge - what investment trusts do you hold and why?

Nick Gardner of the Association of Investment Companies asks journalist Jeff Prestridge what investment trusts he holds and why.

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Top performing investment trust sectors in 2024

Growth capital and private equity power ahead.

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Ships, satellites and small caps

Ian Cowie reveals the trusts that drove his biggest gains in 2024.

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AIC fund manager poll: healthcare tipped for the top in 2025

Read comments from 19 investment trust managers.

What is an investment trust?

Annabel Brodie-Smith, Communications Director of the AIC, explains what an investment trust is.

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Which way now, growth or value?

David Prosser on which style of investment will triumph next year and beyond.

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Venture capital trusts celebrate 30 years of funding Great British startups and powering economic growth

Over £12 billion raised to support the best of British innovators since 1995.

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A gift that keeps on giving: saving for children with investment trusts

Average investment trust returns £4,631 on £1,000 over 18 years. Private Equity sector tops performance charts.

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Meet the manager: Alan Gauld

Lead Fund Manager of Patria Private Equity Trust.

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“A port in a storm”: capital preservation investment trusts

Multi-asset managers on impact of Trump and UK Budget on inflation and portfolios.

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Keep calm and carry on?

Investment trust shareholders have a powerful voice and can vote to wind up the trust if they are not happy. David Prosser explains how and why.

Thematic research

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

State (of) capital

5 February 2025

With the pandemic excess having faded, what are the prospects for growth capital?

A new Jerusalem.

22 January 2025

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

Are commodities hot or not?

12 December 2024

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

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Stormy waters for investment trusts: Navigating the crisis

HMS Investment Trust is facing turbulent waters. Not only are the sharks circling, but the icebergs are proliferating, while the regulator seems determined to put a hole in us below the waterline. The Financial Conduct Authority (FCA) recently hosted an open panel for industry members, focusing on a critical issue: the fate of the sector […]
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Take the HINT: JPM Global swells to £3.4bn as it bags another trust

JPMorgan Global Growth & Income confirms its place as consolidator-in-chief in the investment trust industry as it merges Henderson International Income into its portfolio.
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Property pick-up sees Custodian bag positive quarter

Custodian Property Income has enjoyed another quarter of positive returns after a tough few years, which it hopes marks the beginning of a sustained recovery.
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European Opportunities to offer additional 25% tender

European Opportunities Trust (EOT) has released its interim results for the six months to 30 November 2024. During the period, EOT provided NAV and share price total returns of -8.4% and -10.6% respectively, compared with a total return of -3.3% for its benchmark, the MSCI Europe Total Return Index (all in sterling terms). EOT’s chair, […]
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Henderson International Income to merge with JPMorgan Global Growth & Income

The boards of JPMorgan Global Growth & Income (JGGI) and Henderson International Income (HINT) have agreed terms for a merger of the two trusts under which it is proposed that HINT’s assets will be rolled into JGGI, with existing HINT shareholders receiving new JGGI shares in exchange. The announcement from the two trusts says that […]

Target Healthcare REIT

6 February 2025

Income and capital growth continuing.

Rights & Issues

6 February 2025

Update note from QuotedData.

Custodian Property Income REIT

6 February 2025

Momentum building in Q325.

BlackRock Frontiers

5 February 2025

BRFI has outperformed the emerging markets index handsomely over five years.

Cordiant Digital Infrastructure

4 February 2025

CORD's strong share price rally reflects continued improvement of strong fundamentals.

BlackRock American Income Trust Plc - Transaction in Own Shares

07/02/2025 - 18:20

BlackRock American Income

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Top Fifteen Equity Holdings and Exposures

07/02/2025 - 19:20

Polar Capital Global Financials Tst

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Director/PDMR Shareholding

07/02/2025 - 19:10

Caledonia Investments PLC

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Transaction in Own Shares

07/02/2025 - 19:00

Henderson Smaller Cos Inv Tst PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

07/02/2025 - 17:50

BlackRock Throgmorton Trust

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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.