Compass: The AIC’s monthly newsletter

This month in Compass, Ian Cowie goes on a hunt for ISA millionaire trusts and Faith Glasgow investigates what mergers mean for investors.

Latest articles, press releases and videos

Investment Trusts Unpacked: Inside the World of ISAs with The Resilient Investor

David Stevenson & Annabel Brodie-Smith explore investment trusts in ISAs. Learn their importance, cut through jargon, and why patience matters in investing.

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Putting our trust in investment trusts

Jonathan Moyes, head of investment research at WealthClub, explains why the firm uses investment trusts in its managed portfolios.

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Private investor sentiment towards investment trusts improves

Private investors who use investment trusts are more positive about them than they were a year ago, according to an annual survey conducted by Research in Finance.

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Looking for recovery

David Prosser examines whether the tide could be turning for investment trusts.

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Which investment trusts hold Nvidia?

Following Nvidia’s positive fourth quarter results, the AIC has published a list of the investment trusts with exposure to the company.

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VCTs: deployment slows in challenging environment (updated)

See manager views on deal pipeline and significant investments in 2023.

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Adviser purchases of investment trusts down 28% in 2023

Purchases of investment trusts on adviser platforms fell from 2022’s record high.

Alliance Trust's Craig Baker on navigating today's global equity markets

David Stevenson & Craig Baker explore Alliance Trust's strategy on The Resilient Investor, covering their multi-manager approach, stock selection, and balance for long-term success.

Asset Value Investors' Joe Bauernfreund's insights on value investing and navigating the investment trust landscape

David Stevenson & Sam Ridley explore value investing with Joe Bauernfreund on The Resilient Investor, delving into investment trusts and strategies for new investors.

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ISA recommendations

Financial advisers’ investment trust choices for young, middle-aged and retired investors.

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New AIC report reveals who owns investment companies

The AIC has released a comprehensive report on the ownership of investment companies.

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Investing in a recession

David Prosser on how the Flexible Investment sector can provide opportunities for investors during uncertain times.

Thematic research

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

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.

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QD view – What goes down must come up?

The UK has become a bit of punching bag in recent times, stumbling from one crisis to another while presiding over an economy stuck in neutral. In many respects, it’s of little surprise its benchmark index has trailed the MSCI All Countries World index by almost 50% over the last five years. Of late, stubborn […]
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Baillie Gifford Shin Nippon offers 15% tender if slump continues

Increasing investor activism in Japan has upped the flight from small high-tech growth stocks, argues the trust, as it offers a 15% exit if performance doesn't improve by 2027.
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Londonmetric says it won’t bid for UK Commercial Property

The coast seems increasingly clear for Tritax Big Box to clinch a merger with Abrdn stablemate UK Commercial Property after Londonmetric rules out making a counter bid.
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Hipgnosis Songs: Fund manager fell ‘below music industry standards’

Shares in royalties fund leap as due diligence report accuses Hipgnosis Song Management of multiple failings and board says it will decide the company's future in a month.
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Newly enlarged Henderson High Income beats benchmark over 2023

Henderson High Income says its NAV total return for 2023 was +9.8% compared with the benchmark return of +8.1%, an outperformance of +1.7%. Unfortunately, the emergence of a discount meant that the share price total return was +0.9%, with the share price ending the year at a discount to NAV of 7.7% having started 2023 […]

Oakley Capital Investments

28 March 2024

Oakley Capital Investments – executive interview

Allianz Technology

27 March 2024

ATT offers significantly discounted exposure to the technology sector. 

Greencoat UK Wind

25 March 2024

 Acquisitions generating more green

Witan Investment Trust

22 March 2024

QuotedData's Weekly News & Interview.

Henderson EuroTrust

22 March 2024

Proposed merger with Henderson European Focus Trust.

BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

28/03/2024 - 18:50

BlackRock Sustainable American Income

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Holding(s) in Company

28/03/2024 - 19:30

Aquila European Renewables PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

28/03/2024 - 18:30

BlackRock Throgmorton Trust

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

28/03/2024 - 18:30

BlackRock Smaller Companies

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Holding(s) in Company

28/03/2024 - 19:10

European Smaller Companies Tst 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.