Compass: The AIC's monthly newsletter

Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.

Read more Previous editions

Latest articles, press releases and videos

Search by topic
Image

Short-term volatility likely around US election but managers remain optimistic about opportunities

As tech rally broadens, healthcare, property and energy sectors stand out.

Read more
Image

Wealth managers more willing to go off buy list to use investment trusts

“Could be a good opportunity to buy in” as discounts still wide.

Read more
Image

Meet the manager: Dan Higgins

Manager of Majedie Investments.

Read more
Image

Power to the people

David Prosser explains the unique rights given to shareholders in investment trusts compared to other funds.

Read more
Image

Winners of the AIC Shareholder Communication Awards 2024

The awards recognise exceptional shareholder communication by AIC member investment trusts and their managers.

Read more
Image

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’.

Read more
Image

Winners of the AIC Media Awards 2024

Full list of winning journalists below.

Read more
Image

Winners of Shareholder Engagement Awards announced

Interactive investor and AJ Bell victorious.

Read more
Image

Join us at the Investment Company Showcase on 11 October

Join in person or online to hear from the UK’s leading fund managers.

Read more
Image

Follow the crowds, or play the contrarian?

David Prosser asks which funds are currently catching investors’ eyes.

Read more
Image

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.

Read more
Image

Venture capital trusts get break they deserve

The VCT scheme has been extended to 2035.

Read more

Building a better future: investing in infrastructure

Interview featuring Philip Kent, Lead Adviser of GCP Infrastructure Investments, Jean-Hugues de Lamaze, Partner at Redwheel-Ecofin and Portfolio Manager of Ecofin Global Utilities and Infrastructure and Benn Mikula, CEO & Managing Partner of Cordiant Capital, which manages Cordiant Digital Infrastructure.

Building a better future: investing in infrastructure

Interview featuring Philip Kent, Lead Adviser of GCP Infrastructure Investments, Jean-Hugues de Lamaze, Partner at Redwheel-Ecofin and Portfolio Manager of Ecofin Global Utilities and Infrastructure and Benn Mikula, CEO & Managing Partner of Cordiant Capital, which manages Cordiant Digital Infrastructure.

Recorded January 2025.

Thematic research

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

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.

Read more

Are commodities hot or not?

12 December 2024

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

Read more

Quality will out

5 December 2024

Alternative income trusts offer diversification, but stick to high quality.

Read more
View more

AIC Investment Company Showcase

Interview with Craig Baker

Interview with Craig Baker, Manager of Alliance Witan, at the Association of Investment Companies' Investment Company Showcase.

Recorded October 2024.

Watch Craig's full presentation from this year's Showcase here.

Quoted data logo

VH Global Energy Infrastructure monitoring impact of tariffs on Mexico

VH Global Energy Infrastructure has issued a statement on the impact of tariffs on its Brownsville fuel terminals in Texas. The Brownsville plant imports oil slurry from Mexico and refines that into a useful product. If it has to pay an extra 25% tariff on the slurry that it imports, that would have a significant […]
Quoted data logo

JPMorgan EMEA beats benchmark but still overshadowed by events in Russia

JPMorgan Emerging Europe Middle East and Africa has published results covering the 12 months ended 31 October 2024. Pleasingly, the trust beat its benchmark (S&P Emerging Europe, Middle East & Africa) by 1.7 percentage points, returning 13.6% on NAV to the index’s 11.9%. However, the share price continued its usual volatile and unpredictable path and […]
Quoted data logo

QuotedData’s morning briefing 4 February 2025 – MGCI, BNKR, SRE, GPE

In QuotedData’s morning briefing 4 February 2025: M&G Credit Income (MGCI) is convening a meeting on 27 February to approve the issue of up to 31,002,226 shares (20% of its issued share capital). The company has already issued 9.6m shares since its AGM in 2024 and was running out of room to issue more. [It […]
Quoted data logo

Saba loses Keystone Positive change too!

Keystone Positive Change says that at its general meeting, over 60% of the votes cast were against Saba’s requisitioned resolutions. Excluding the votes Saba cast in favour of its own requisitioned resolutions (representing 1,650,762 votes and approximately 38.87% of the votes cast), only a further 33,845 votes, representing just 0.80% of the votes cast, were […]
Citywire logo

Baillie Gifford US Growth sees off Saba by strong margin

Baillie Gifford trust becomes the second to win an initial victory against Boaz Weinstein's hedge fund firm.
Read more Industry news

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.

Glossary

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

Learn more

Research tools

Find and compare investment companies and trusts, or look up a company you're interested in.

Start now

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.

Learn more