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

“It’s vital that shareholders vote on the future of their investment trust”

AIC writes to retail platforms about Saba Capital general meetings.

Image

AIC enhances website with new podcast directory and data archive

The AIC has added two new features to its website.

Image

Investment trust 2024 review (updated)

A record year for mergers and buybacks.

Image

Where in the world to invest?

David Prosser provides some inspiration for the coming year.

Image

How to capitalise on Christmas discounts

David Prosser explains how best to spot a bargain investment trust.

Investment Week Outlook 2025: What next for investment trusts

Investment Week' Linus Uhlig recaps the past 12 months, before turning to what can be expected in the investment trust world in 2025, with Annabel Brodie-Smith, Shavar Halberstadt and Charles Cade.

Image

FCA consumer disclosure consultation misses the mark

The AIC has commented on the release of the FCA’s consultation paper.

Image

The thing about discounts…

David Prosser says discounts can be a price worth paying.

Image

Director talk: Julia Chapman

Julia is senior independent director of GCP Infrastructure Investments.

Image

Investment trust 2024 review

A record year for mergers and buybacks.

Image

Meet the manager: Nitin Bajaj

Portfolio Manager of Fidelity Asian Values.

Image

Share buybacks may herald a new era for investment trusts

David Prosser on the record buyback activity of the past year.

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.