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

Into the crystal ball: a 2025 vision for investment trusts

Interview with Jean Roche of Schroder UK Mid Cap Fund, Paul Niven of F&C Investment Trust and Carlos Hardenberg of Mobius Investment Trust.

Me and my trusts: Jeff Prestridge

Nick Gardner, Investment Editor of the Association of Investment Companies, asks Jeff Prestridge, Group Wealth & Personal Finance Editor at the Daily Mail Group, what got him started in investing, what trusts he holds and what he likes about investment trusts.

Me and my trusts: Jeff Prestridge - how did you get into investing?

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

Me and my trusts: Jeff Prestridge - what do you like about investment trusts?

Nick Gardner of the Association of Investment Companies asks journalist Jeff Prestridge what the likes about investment trusts.

Me and my trusts: Jeff Prestridge - what investment trusts do you hold and why?

Nick Gardner of the Association of Investment Companies asks journalist Jeff Prestridge what investment trusts he holds and why.

Image

Top performing investment trust sectors in 2024

Growth capital and private equity power ahead.

Image

Ships, satellites and small caps

Ian Cowie reveals the trusts that drove his biggest gains in 2024.

Image

AIC fund manager poll: healthcare tipped for the top in 2025

Read comments from 19 investment trust managers.

What is an investment trust?

Annabel Brodie-Smith, Communications Director of the AIC, explains what an investment trust is.

Image

Which way now, growth or value?

David Prosser on which style of investment will triumph next year and beyond.

Image

Venture capital trusts celebrate 30 years of funding Great British startups and powering economic growth

Over £12 billion raised to support the best of British innovators since 1995.

Image

A gift that keeps on giving: saving for children with investment trusts

Average investment trust returns £4,631 on £1,000 over 18 years. Private Equity sector tops performance charts.

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.

Citywire logo

Saba defeated again in Henderson Opportunities vote

Saba loses fourth vote as shareholders in Henderson Opportunities vote against activist investor Boaz Weinstein's bid to oust the board.
Quoted data logo

Henderson Opportunities wins but wind up still looms

Henderson Opportunities is the latest trust to announce that it has successfully fought off the attack by Saba. In this trust’s case, the voting was 65.36% against Saba’s proposals. Just 284,248 shares or 0.72% of the trust’s shares in issue were voted alongside Saba. The turnout was 73.4%, with 28,985,426 of 39,491,875 shares voting. On […]
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. I wrote this up this morning, but the company said that I misunderstood the announcement, so I’m happy to put […]
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 […]

Cordiant Digital Infrastructure

4 February 2025

CORD's strong share price rally reflects continued improvement of strong fundamentals.

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.

Premier Miton Global Renewables Trust Plc - Portfolio Update

04/02/2025 - 13:10

Premier Miton Global Renewables

Read more

Premier Miton Global Renewables Trust Plc - Portfolio Update

04/02/2025 - 13:10

Premier Miton Global Renewables

Read more

Result of Meeting

04/02/2025 - 13:30

Henderson Opportunities Trust PLC

Read more

Director/PDMR Shareholding

04/02/2025 - 13:30

F&C Investment Trust PLC

Read more

Share Buyback

04/02/2025 - 13:20

Geiger Counter 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.