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

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AIC responds to tax changes in Autumn Budget

Comments from Richard Stone, Chief Executive of the Association of Investment Companies (AIC).

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Meet the manager: Jon Forster

Co-Portfolio Manager of Impax Environmental Markets (IEM).

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Investors are turning to emerging markets

David Prosser explains the options in this exciting sector.

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Meet the manager: Kirsty Gibson

Investment Manager of Baillie Gifford US Growth Trust.

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ITN Business programme: The future of investing

Watch interview with AIC Chief Executive, Richard Stone.

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AIC Investment Company Showcase: on-demand recordings now available

Recordings of all individual speaker and panel sessions now available.

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ESG Attitudes Tracker: advisers and wealth managers give cautious welcome to FCA labels

The new FCA labels will increase trust in sustainability claims for most financial advisers and wealth managers, according to the annual ESG Attitudes Tracker from the AIC.

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Investment Trust Update | October 2024

Explore the latest in Investment Trusts with updates on Fidelity Emerging Markets' strong performance, the Alliance Trust and Witan merger, and JP Morgan Japanese trusts ...

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The cycle’s right for private equity

David Prosser explains why retail investors might consider private equity trusts.

Me and my trusts: Ian Cowie

Nick Gardner of the Association of Investment Companies asks journalist Ian Cowie what got him started in investing, what trusts he holds and his best advice for private investors.

Me and my trusts: Ian Cowie - what is the best advice you have for private investors?

Nick Gardner of the Association of Investment Companies asks journalist Ian Cowie what his best advice is for private investors considering putting money into investment trusts, and into the stock market more broadly?

Me and my trusts: Ian Cowie - what trusts do you hold and why?

Nick Gardner of the Association of Investment Companies asks journalist Ian Cowie what trusts he holds and why.

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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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.

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

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Holding(s) in Company

04/02/2025 - 11:10

CVC Income & Growth Limited

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BlackRock Throgmorton Trust Plc - Disclosure of Portfolio Holdings

04/02/2025 - 09:50

BlackRock Throgmorton Trust

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Global Opportunities Trust Plc - Holding(s) in Company

04/02/2025 - 09:50

Global Opportunities Trust

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Holding(s) in Company

04/02/2025 - 10:30

Downing Renewables & Infrastructure

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Glossary

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

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