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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Meet the manager: Alan Gauld

Lead Fund Manager of Patria Private Equity Trust.

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“A port in a storm”: capital preservation investment trusts

Multi-asset managers on impact of Trump and UK Budget on inflation and portfolios.

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Keep calm and carry on?

Investment trust shareholders have a powerful voice and can vote to wind up the trust if they are not happy. David Prosser explains how and why.

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FCA should “waste no time” in launching consultation on investment company cost disclosures

Statutory instruments passing powers to the FCA come into force today.

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Fee Disclosures and Industry Rationalisation | Investment Trust Edge

Join our expert panel for an insider’s look at the future of investment trusts. Discover the latest on fee transparency, insights into the Edinburgh Worldwide Investmen...

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Director Talk: Simon Cordery

Simon is chairman of Polar Capital Global Financials Trust.

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Healthy profits don’t come without risks

David Prosser on the prospects for a rebound in healthcare investment trusts.

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Meet the manager: Khanh Vu

Co-Manager of VinaCapital Vietnam Opportunity

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Donald Trump’s unlikely support for Asian tigers

David Prosser explains why Trump’s tariffs could be a boon for emerging markets trusts.

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Future Trends in Investment Trusts: Mergers, Discounts, and Cost Disclosures

Richard Stone, Chief Executive at AIC, discusses the current trends in the investment trust industry, focusing on mergers, discount strategies, cost disclosures, and the impact of recent budget announcements on the sector.

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Where I’m investing after the ‘painful’ Budget

Ian Cowie looks at the beneficiaries of Rachel Reeves’s spending measures.

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A boost for venture capital trusts

The Budget made VCTs even more attractive for investors, says David Prosser.

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Building a better future: investing in infrastructure

Interview featuring Philip Kent, Lead Adviser of GCP Infrastructure Investments, Jean-Hugues de Lamaze, Partner at Redwheel-Ecofin and Portfolio Manager of Ecofin Global Utilities and Infrastructure and Benn Mikula, CEO & Managing Partner of Cordiant Capital, which manages Cordiant Digital Infrastructure.

Building a better future: investing in infrastructure

Interview featuring Philip Kent, Lead Adviser of GCP Infrastructure Investments, Jean-Hugues de Lamaze, Partner at Redwheel-Ecofin and Portfolio Manager of Ecofin Global Utilities and Infrastructure and Benn Mikula, CEO & Managing Partner of Cordiant Capital, which manages Cordiant Digital Infrastructure.

Recorded January 2025.

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.

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Are commodities hot or not?

12 December 2024

We ask what AI and green energy mean for investments in commodities.

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Quality will out

5 December 2024

Alternative income trusts offer diversification, but stick to high quality.

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AIC Investment Company Showcase

Interview with Craig Baker

Interview with Craig Baker, Manager of Alliance Witan, at the Association of Investment Companies' Investment Company Showcase.

Recorded October 2024.

Watch Craig's full presentation from this year's Showcase here.

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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. If it has to pay an extra 25% tariff on the slurry that it imports, that would have a significant […]
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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 […]
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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 […]
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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.
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Investing for growth

Find out what growth investing is and how it could help you achieve your long-term financial goals.

Recorded 1 November 2022.

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.

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