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.

Latest articles, press releases and videos

Search by topic

My best investment - Andrew Lebus, Pantheon International Participations

Andrew Lebus describes what makes a successful investment.

Ian Sayers blog: What’s good for the goose…

A blog by Ian Sayers, Director General, AIC on investment companies outperforming comparable open-ended funds.

The importance of regular savings

David Prosser explains why investors shouldn’t necessarily ‘sell in May and go away’.

Ian Sayers blog: If an annuity were a home, a castle might become a prison

Ian Sayers, Director General, AIC, on pensions reform.

A look at investment company charges

David Prosser takes a look at fund charges in both the closed and open ended collectives universe.

In the interest of investors

The advantages of a closed-ended structure.

My best investment - Ilario Di Bon, Head of Equities, Alliance Trust

Ilario Di Bon, Head of Equities at Alliance Trust, describes an investment choice that’s been particularly successful.

The evolution of British Assets Trust

How does the robustness of the closed-ended structure aid success?

Remaining committed to investment strategy

Why commitment is crucial to long-term outperformance.

The New ISA: Embracing investment companies

The closed-ended sector offers attractive opportunities for investors.

Ian Sayers blog: Solving the conundrum of pensions advice

Ian Sayers, Director General, AIC on latest pension reforms.

The outlook for technology

Does the technology sector remain in good shape?

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.

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.

Schroder Japan Trust

3 February 2025

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

Apax Global Alpha

31 January 2025

AGA passed inflexion point with deal activity rising.

Edinburgh Worldwide

31 January 2025

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

Baillie Gifford European Growth

30 January 2025

Kepler Trust Intelligence: New Research.

Invesco Asia

28 January 2025

A patient Asian champion.

Invesco Bond Income Plus Ltd - Portfolio Update

04/02/2025 - 12:00

Invesco Bond Income Plus

Read more

BlackRock Income and Growth Investment Trust Plc - Compliance with Listing Rule 15.6.8R

04/02/2025 - 11:20

BlackRock Income & Growth

Read more

Investment Company Holdings

04/02/2025 - 12:00

Hansa Investment Company Limited

Read more

Top Ten Holdings

04/02/2025 - 12:00

Hansa Investment Company Limited

Read more

Form 8.5 (EPT/RI)

04/02/2025 - 12:00

Singer Capital Markets Sec Ltd

Read more

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.