Compass: The AIC’s monthly newsletter
This month in Compass, our managers mull the implications of the US election. Ian Cowie weighs up the renewable energy sector and we quiz our Showcase managers.
Latest articles, press releases and videos
Breakthrough on cost disclosure for investment companies
AIC responds to HMT’s release, ‘Reforms to Financial Services retail-disclosure requirements’ and the FCA’s ‘Statement on forbearance in relation to investment trust disclosure requirements’.
Winners of the AIC Media Awards 2024
Full list of winning journalists below.
Winners of Shareholder Engagement Awards announced
Interactive investor and AJ Bell victorious.
Join us at the Investment Company Showcase on 11 October
Join in person or online to hear from the UK’s leading fund managers.
Follow the crowds, or play the contrarian?
David Prosser asks which funds are currently catching investors’ eyes.
AIC proposes partnership funds to boost UK growth and deliver labour government’s objectives
Cornerstone investment from National Wealth Fund could crowd in private capital.
Venture capital trusts get break they deserve
The VCT scheme has been extended to 2035.
Get the balance right
Faith Glasgow weighs up how and when to review your portfolio.
Income options
As rates come down, Ian Cowie is on the hunt for dividends.
Government confirms extension of VCT scheme until 2035
The AIC has welcomed the government’s written statement and press release confirming the extension of the venture capital trust scheme to 2035.
Keep your eyes on the prize
Don’t let rumoured tax changes loom larger than crucial investment choices, says David Prosser.
Director talk: Stephanie Eastment
Stephanie is on the board of four investment trusts.
Investment Company Showcase 2024
Now in its third year, the Investment Company Showcase is your chance to hear from more than 30 managers of investment trusts.
Listen to what they had to say ahead of this years' event.
Ian Lance, Manager of Temple Bar Investment Trust
Investment Company Showcase 2024: Ian Lance, Manager of Temple Bar Investment Trust, interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Ian's presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What's your view on UK markets?
Ian Lance, Manager of Temple Bar Investment Trust sets out his view on markets ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What are you going to say to investors at the Showcase?
Ian Lance, Manager of Temple Bar Investment Trust sets out what he is going to say to investors at the Investment Company Showcase on 11 October in London.
Recorded September 2024.
What are you looking forward to at the Showcase?
Ian Lance, Manager of Temple Bar Investment Trust sets out what he's most looking forward to at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
Jasmine Yeo, Co-Manager of Ruffer Investment Company
Investment Company Showcase 2024: Jasmine Yeo, Co-Manager of Ruffer Investment Company, interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Jasmine's presentation at Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
How did you get started in fund management?
Jasmine Yeo, Co-Manager of Ruffer Investment Company talks about how she got started in fund management.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Jasmine Yeo, Co-Manager of Ruffer Investment Company sets out what she is going to say to investors at the Investment Company Showcase on 11 October in London.
Recorded September 2024.
What is the investment objective?
Jasmine Yeo, Co-Manager of Ruffer Investment Company explains the investment objective ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
How do you achieve the investment objective?
Jasmine Yeo, Co-Manager, Ruffer Investment Company explains how the company achieves the investment objective ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Craig Baker, Manager of Alliance Trust and CIO of WTW
Fund manager interview with Annabel Brodie-Smith, Communications Director of the AIC and Craig Baker, Manager of Alliance Trust and CIO of WTW ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What are you looking forward to at the Investment Company Showcase?
Craig Baker, Manager of Alliance Trust and CIO of WTW sets out what he's most looking forward to at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What's your view on markets?
Craig Baker, Manager of Alliance Trust and CIO of WTW sets out his view on markets ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Craig Baker, Manager of Alliance Trust and CIO of WTW explains what he will say to investors at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust
Fund manager interview with Annabel Brodie-Smith, Communications Director (AIC) ahead his presentation at Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
How did you become a technology fund manager?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust explains how he become a technology fund manager.
Recorded September 2024.
What’s the outlook for technology stocks?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust reviews the outlook for technology stocks ahead of the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust sets out what he will say to investors at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Why is technology important?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust explains why technology is important ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Thematic research
Third-party thematic research on investment companies can be found below.
Trump part two – or the first female President?
Trump vs Harris: What the US election means for investors.
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: What are the biggest risks facing investors in the US now?
What are the biggest risks facing investors in the US now?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: What is your investment philosophy and your outlook for the US?
What is your investment philosophy and your outlook for the US?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: Where do you see the biggest opportunities for stock pickers in the US?
Where do you see the biggest opportunities for stock pickers in the US?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: How will the broadening of the US rally affect your stock picks?
How will the broadening of the US rally affect your stock picks?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
QuotedData’s weekly news show 11th October 2024
What’s growth got to do with it?
Fidelity Asian Values’ performance well behind the benchmark
Home REIT finally publishes its 2022 annual results
Premier Miton Global Renewables
9 October 2024
In this interview, James Smith, fund manager of Premier Miton Global Renewables Trust (PMGR), discusses the trust’s portfolio as well as the broader renewable energy sector.
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
11/10/2024 - 18:50
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.
