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
Image

First investment trusts with sustainability labels now displayed on AIC website

Four investment trusts have adopted the new labels.

Image

Maintain your income despite rate cuts

David Prosser on why investment trusts may be a great choice for income seekers.

Image

The top 20 most viewed investment trusts

JPMorgan Global Growth & Income most viewed trust on theaic.co.uk in 2024.

Image

AIC raises regulatory concerns with FCA about Saba proposals

Retail shareholders’ interests must be protected.

Asset TV Image

Investment Trust Update | January 2025

In this edition: Saba Capital's plans are in the spotlight, Winterflood gives its investment recommendations for 2025 and Impax provides economic outlook. AIC guide ...

Image

Time is running out to vote on Saba’s proposals

Platform voting deadline for Herald Investment Trust is this Friday.

Asset TV Image

Saba Capital targets investment trusts: Implications For Shareholders

AIC chief executive Richard Stone explains why director investors in seven trusts should use their votes at forthcoming general meetings being held in late January and ea...

Image

Director talk: Elisabeth Stheeman

Elisabeth is chair of the board of Edinburgh Investment Trust.

Image

Make your vote count

David Prosser on the importance of voting your shares.

Image

Top Trump

Ian Cowie explores what Trump means for trusts.

Image

Introducing the AIC’s fantasy fund manager competition

Six investment journalists attempt to pick the winning trusts of 2025.

Image

Six unanswered questions about Saba proposals

The AIC has commented on the proposals from Saba Capital Management after the US activist investor requisitioned general meetings at seven investment trusts.

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.

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

Read more

Holding(s) in Company

04/02/2025 - 11:10

CVC Income & Growth Limited

Read more

BlackRock Throgmorton Trust Plc - Disclosure of Portfolio Holdings

04/02/2025 - 09:50

BlackRock Throgmorton Trust

Read more

Global Opportunities Trust Plc - Holding(s) in Company

04/02/2025 - 09:50

Global Opportunities Trust

Read more

Holding(s) in Company

04/02/2025 - 10:30

Downing Renewables & Infrastructure

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.