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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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.
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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 […]
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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. I wrote this up this morning, but the company said that I misunderstood the announcement, so I’m happy to put […]
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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 […]

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

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Premier Miton Global Renewables Trust Plc - Portfolio Update

04/02/2025 - 13:10

Premier Miton Global Renewables

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Result of Meeting

04/02/2025 - 13:30

Henderson Opportunities Trust PLC

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Director/PDMR Shareholding

04/02/2025 - 13:30

F&C Investment Trust PLC

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Share Buyback

04/02/2025 - 13:20

Geiger Counter Ltd

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Glossary

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

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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.