Compass: The AIC’s monthly newsletter

This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.

Latest articles, press releases and videos

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Top-performing investment company sectors in 2023

Private Equity comes first, followed by Technology this year.

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Fund manager poll

Information technology tipped for the top in 2024.

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Lessons from an investment genius

David Prosser pays tribute to Charlie Munger.

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Meet the manager: Dale Nicholls

Portfolio Manager of Fidelity China Special Situations.

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FCA has made a start on tackling cost disclosure issue, but much more to be done

The Association of Investment Companies (AIC) has commented on today’s statement from the Financial Conduct Authority (FCA) on the issue of cost disclosures.

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AIC welcomes FCA anti-greenwashing measures and labelling regime

The Association of Investment Companies (AIC) has commented on the new package of measures from the FCA to tackle greenwashing and help investors identify sustainability-focused funds.

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A Christmas present that lasts: saving for children with investment companies

Investing for your child could grow into a nest egg and make a big financial difference for a young person in the future.

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The big buyback

David Prosser on why investment companies buy back their own shares.

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Autumn Statement: AIC applauds action on investment company cost disclosure

AIC welcomes the government’s announcement that powers will be handed to the Financial Conduct Authority (FCA) to resolve the issues with investment company cost disclosures.

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Autumn Statement: AIC welcomes government’s promise to extend VCT sunset clause to 2035

The Chancellor has committed to extending VCTs’ sunset clause to 2035.

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Time for a shift of gear?

David Prosser explores how investment companies’ ability to borrow money can help investors reap greater returns.

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AIC welcomes Ros Altmann’s private members’ bill on costs

The AIC has welcomed Baroness Ros Altmann’s intervention in the debate about the disclosure of investment company costs.

Thematic research

Third-party thematic research on investment companies can be found below.

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.

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QD view – Vietnam, big on ambition

Vietnam celebrates its ‘Reunification Day’ on 30th April each year. The date, which is one of the largest public holidays in Vietnam, marks the day when North Vietnamese and Viet Cong forces captured what was then called Saigon (now Ho Chi Minh City), the capital of South Vietnam, ending the Vietnam War. This year marks […]
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QuotedData’s weekly news show 26th April 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • GCP Infrastructure (0:23) • Hipgnosis (3:55) • Riverstone Credit Opportunities (8:49) This week’s interview was with Ken Wotton from Strategic Equity Capital – watch it again […]
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JEMA shares slide as Russian bank tries to seize JPMorgan assets

Shares in JPMorgan Emerging Europe, Middle East and Africa (JEMA) have been hit as fund manager seeks to stop VTB bank seizing $440m of frozen assets it holds in Moscow.
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Stifel: Abrdn-Phoenix fee deal is new factor in UKCM-Tritax merger

The broker reveals that UK Commercial Property’s manager Abrdn has a fee rebate with Phoenix Life that might have a bearing on its proposed £6bn merger with Tritax Big Box.
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US Solar’s future hangs in balance with dividend target cut before vote

With a discontinuation vote looming, the small renewables fund slashes its dividend target but softens the blow with a $19m tender offer and the prospect of further capital returns.

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Witan Investment Trust

25 April 2024

Business as usual for WTAN's executive team, while the board reviews investment management arrangement.

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Transaction in Own Shares

26/04/2024 - 19:40

F&C Investment Trust PLC

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Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

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Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

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Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

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Transaction in Own Shares

26/04/2024 - 18:50

Impax Environmental Markets PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.

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.