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
“All the building blocks to perform in the future”
Managers of property investment companies talk opportunities and challenges.
Investment company discounts widest since 2008
The average investment company traded at a discount of 16.9% at market close on 31 October 2023 – the widest discount for a month-end since December 2008.
ESG remains a “minefield” for advisers and wealth managers
91% recommend sustainable funds and 72% expect demand to increase. Less than a fifth of intermediaries trust ESG ratings.
In praise of property
David Prosser explains how investment companies offer clear advantages over other possible routes into the property sector for investors.
Hardman Talks: Equity income & AIC dividend heroes
Keith Hiscock and Riccardo Bindi are joined by Annabel Brodie-Smith, Communications Director of the AIC to talk about using investment companies to generate equity income and the work the AIC has published on what it calls “dividend heroes”.
Narrowing Trust Discounts
In this update, Rory Palmer discusses abrdn proposing Merger of Closed-End Income Funds, discounts on UK Mid and Small Cap Focus Trusts narrow and Nick Greenwood to co-ma...
Top trusts on double-digit discounts
A list of the 20 best performing investment companies over ten years that are currently trading on double-digit discounts has been published by the Association of Investment Companies (AIC).
Meet the manager: Jean Hugues de Lamaze
Manager of Ecofin Global Utilities and Infrastructure Trust.
Investment Trust Edge | 19th October 2023
In this Investment Trust Edge episode, we are joined by three experts to discuss Alliance Investment Trust, China's market, and Governance in Investment Trust Boards.
A new home for income investors?
David Prosser weighs up whether bonds or equities are a better choice for income investors.
AIC launches ‘My portfolios’ tool to help investors keep track of their investments
The Association of Investment Companies (AIC) has launched a new tool called ‘My portfolios’ to help investors keep track of their investment company holdings.
Investment company shareholders steering clear of AGMs
Nearly nine in ten private investors in investment companies have rarely or never attended an annual general meeting, according to research from the Association of Investment Companies.
Thematic research
Third-party thematic research on investment companies can be found below.
abrdn European Logistics Income’s NAV takes a hit as strategic review continues
JPMorgan Emerging EMEA Securities gets caught in VTB crossfire
GCP Infrastructure sells wind farm loan notes at 6.4% premium
QuotedData’s morning briefing 26 April 2024 – NBDD
Cohen & Steers Capital Management - Form 8.3 - Tritax Big Box REIT plc
26/04/2024 - 14:10
Form 8.5 (EPT/NON-RI) Hipgnosis Songs Fund Limited
26/04/2024 - 14:00
Form 8.3 - Balanced Commercial Property Trust Ltd
26/04/2024 - 13:10
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.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
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.
