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.

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Me and my trusts: Ian Cowie - what got you started with investing and investment trusts?

Nick Gardner of the Association of Investment Companies asks journalist Ian Cowie why he started investing in stocks and shares and what got him into investment trusts.

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Experts pick their favourite investment trusts “to add some spice to a portfolio”

A selection of adventurous trust choices which aim to boost returns over time

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Director talk: Ominder Dhillon

Ominder is a director of City of London and Fidelity Special Values.

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The hunt for a sustainable income

David Prosser explains why investment trusts offer a good choice for investors as interest rates continue to fall.

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ESG Attitudes Tracker: passion for ESG investing cools further

The number of private investors who say they consider ESG when investing has dropped for the third year in a row, according to the annual ESG Attitudes Tracker from the AIC.

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Parents calling on Bank of Gran and Grandad to give their kids a head start in life

Struggling parents say grandparents could do more to help.

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AIC calls on Treasury to include VCTs in cost disclosure exemption

Draft legislation to exclude investment companies from the requirement to produce Key Information Documents does not apply to VCTs, the AIC has learned.

Investment Company Showcase: Annabel Brodie-Smith on why you should come to the Showcase

Annabel Brodie-Smith explains what makes the Investment Company Showcase such a great event and why you should attend on 11 October.

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Meet the manager: Tom Williams

Investment Manager of Downing Renewables and Infrastructure Trust (DORE).

Investment Company Showcase: Richard Stone on why you should come to the Showcase

Richard Stone explains what makes the Investment Company Showcase such a great event and why you should attend on 11 October.

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Meet the manager: David Moss

Portfolio Manager of CT UK High Income Trust.

Investment Company Showcase 2024: Ian Lance, Manager of Temple Bar Investment Trust

Ian Lance 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.

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.

Are commodities hot or not?

12 December 2024

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

Quality will out

5 December 2024

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

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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 […]
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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 […]
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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 […]
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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 […]
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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.

Schroder Japan Trust

3 February 2025

SJG has outperformed the index in Masaki's first five years in charge.

Edinburgh Worldwide

31 January 2025

QuotedData's Weekly News Show - Douglas Brodie from Edinburgh Worldwide.

Apax Global Alpha

31 January 2025

AGA passed inflexion point with deal activity rising.

Baillie Gifford European Growth

30 January 2025

Kepler Trust Intelligence: New Research.

ICG Enterprise Trust

28 January 2025

Unique approach to capital allocation.

Pacific Assets Trust plc - Holding(s) in Company

04/02/2025 - 10:20

Pacific Assets Trust

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Holding(s) in Company

04/02/2025 - 11:10

CVC Income & Growth Limited

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BlackRock Throgmorton Trust Plc - Disclosure of Portfolio Holdings

04/02/2025 - 09:50

BlackRock Throgmorton Trust

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Global Opportunities Trust Plc - Holding(s) in Company

04/02/2025 - 09:50

Global Opportunities Trust

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Holding(s) in Company

04/02/2025 - 10:30

Downing Renewables & Infrastructure

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Glossary

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

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