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Latest news & insights

Bringing together the latest news, research and insights about investment trusts from the AIC and other organisations. (Got a question? Contact us.)

Investment trust recommendations for pension savers and retirees

23 April 2024

Financial advisers suggest trusts for the accumulation and decumulation stages.

India’s general election

9 April 2024

Will more of the same be good for markets?

VCT fundraising is third highest on record

8 April 2024

VCTs raise £882 million in 2023/24 tax year to invest in fast-growing companies.

Which government was best for UK investment trusts?

2 April 2024

The Association of Investment Companies (AIC) has released data on the performance of UK-focused investment trusts in each parliament since 1987.

Eight investment trusts join the next generation of dividend heroes

19 March 2024

33 investment trusts have raised dividends for 10 to 19 consecutive years.

Investment trusts on SDR and the anti-greenwashing rule

29 April 2024

The AIC has collated comments from investment trusts on how SDR and the anti-greenwashing rule will impact them and the wider industry.

Time to look close to home?

26 April 2024

The UK market shows great promise for investors, says David Prosser.

Go smaller for income

12 April 2024

Trusts investing in smaller companies could be worth a look for income investors, says David Prosser.

Meet the manager: Simon King

11 April 2024

Fund Manager of Octopus Future Generations VCT.

Investment Trust Update | April 2024

In this Investment Trust Update, our host Rory Palmer discusses Pantheon Infrastructure Trust's impressive NAV growth, Elliott Investment Management's 5% stake in Scottis...

Watch more videos Read more articles

Princess Private Equity Holding

29 April 2024

Introducing a well-defined buyback policy

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Strategic Equity Capital

26 April 2024

Update research from QuotedData

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Pretty, pretty, pretty good

17 August 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...

Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

Seoul searching

28 March 2024

South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's.

Investment company liquidity – steady as she goes, but could be better

19 March 2024

A review of investment company liquidity in London since 2016.

Listed private equity – Performing a balancing act

6 March 2024

UK-listed private equity investment companies maintained strong NAV total returns (TR) over the last five and 10 years of c 14% per year on average, despite recent monetary tightening and other macro headwinds.

Killik’s Gilligan: Focus on Asia Dragon’s future not disappointing past

29 April 2024

Don’t be put off by Asia Dragon's interim results and poor performance: key financials and a wide share price discount point to better things, says Mick Gilligan of Killik & Co.

BSRT’s NAV falls on the back of a challenging market for junior miners

29 April 2024

Baker Steel Resources Trust (BSRT) has released its annual results for the 12 months ending 31 December 2023. Over the year BSRT’s NAV per share decreased by 2.8%, compared with the increase in the MSCI World Metals and Mining Index of 13.8%. BSRT’s share price fell by 15.1%, finishing the year on a 48.8% discount. […]

Ecofin U.S. Renewables dividend swept up by a tornado

29 April 2024

Ecofin U.S. Renewables Infrastructure Trust (RNEW) released its annual financial results for the 12 months ending 31 December 2023: RNEW reported a negative NAV total return of -5.5% and share price total return of -28.0%. NAV per share decreased from 94.3 cents per share to 85.2 cents. The company’s total NAV was $117.7m as of […]

Vietnam Enterprise Investments reports double digit NAV returns

29 April 2024

Vietnam Enterprise Investments Limited (VEIL) has released its annual results for the 12 months ending 31 December 2023. VEIL has reported a NAV per share return of 10.5% over 2023, slightly below the Vietnam Index’s 11.1% gain, both in US$ total return terms. Over a 3-year period, VEIL still outperformed the Vietnam Index by 2.6%. […]

Blackstone Loan Financing’s first results under its new wind-down policy

29 April 2024

Blackstone Loan Financing (BGLF) has released its annual results for the 12 months ending 31 December 2023. BGLF reported a NAV total return of 10.39%, based on its published NAV, ending the period with a NAV of €0.9098 per share. BGLF also reports on an IFRS NAV basis, under which it returned a share price […]

BH Macro Limited - Q1 2024 Investor Statement

29/04/2024 - 16:00

BH Macro

BH Macro Limited - Q1 2024 Investor Statement

29/04/2024 - 16:00

BH Macro

Miton UK Microcap Trust Plc - Monthly Factsheet

29/04/2024 - 15:30

Miton UK Microcap Trust

The Diverse Income Trust Plc - Monthly Factsheet

29/04/2024 - 15:10

Diverse Income Trust

Monthly Fact Sheet as at 31 March 2024

29/04/2024 - 15:50

CQS New City High Yield Fund Ltd

We champion investment companies

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Research tools

Compare companies

Screener

Income finder

My alerts

Latest news & insights

Investment trust recommendations for pension savers and retirees

India’s general election

VCT fundraising is third highest on record

Which government was best for UK investment trusts?

Eight investment trusts join the next generation of dividend heroes

Investment trusts on SDR and the anti-greenwashing rule

Time to look close to home?

Go smaller for income

Meet the manager: Simon King

Investment Trust Update | April 2024

Princess Private Equity Holding

Impax Environmental Markets

Strategic Equity Capital

Bluefield Solar Income Fund

NB Private Equity Partners

Pretty, pretty, pretty good

Micro-managing

Seoul searching

Investment company liquidity – steady as she goes, but could be better

Listed private equity – Performing a balancing act

Killik’s Gilligan: Focus on Asia Dragon’s future not disappointing past

BSRT’s NAV falls on the back of a challenging market for junior miners

Ecofin U.S. Renewables dividend swept up by a tornado

Vietnam Enterprise Investments reports double digit NAV returns

Blackstone Loan Financing’s first results under its new wind-down policy

BH Macro Limited - Q1 2024 Investor Statement

BH Macro Limited - Q1 2024 Investor Statement

Miton UK Microcap Trust Plc - Monthly Factsheet

The Diverse Income Trust Plc - Monthly Factsheet

Monthly Fact Sheet as at 31 March 2024

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