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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Investing in a recession

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

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ISA millionaires

The 32 investment trusts that would have made you £1,000,000.

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Meet the manager: Chris Tanner

Co-Lead Investment Manager of JLEN Environmental Assets.

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Keep those costs down

David Prosser explores how picking investment trusts for your ISA can lower the costs of investing.

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VCTs: deployment slows in challenging environment but holds up better than wider venture capital industry

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

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Investment companies for India

David Prosser on why it could be time for trusts investing in India to shine.

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Sailing into space

Ian Cowie explores the investment trusts with exposure to space tech.

VCTs: would Labour winning the next election make any difference to VCTs?

Andrew Bloxam, Ian McLennan and Nic Pillow on whether a Labour win in the next election would make a difference to VCTs.

VCTs: What economic and social benefits do VCTs provide?

Annabel Brodie-Smith asks managers what social and economic benefits VCTs provide.

VCTs: Which types of companies are you investing in now and why?

Fund managers from Foresight Group, Triple Point and Blackfinch on which companies they are investing in now and why.

VCTs: How is the trading environment for your portfolio companies?

A panel of VCT managers discuss the trading environment for their portfolio companies.

VCTs: how has VCT fundraising been in this challenging economic environment?

Annabel Brodie-Smith discusses VCT fundraising with Andrew Bloxam, Ian McLennan and Nic Pillow.

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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Martin Gilbert linked India trust seeks Abrdn fund merger

India Capital Growth, whose Ocean Dial fund manager is part of the new group of Aberdeen Asset Management founder Martin Gilbert, has made several merger approaches to Abrdn New India.
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Hipgnosis Song Management releases statement regarding recent issues

Hipgnosis Song Management, the investment advisor for Hipgnosis Songs Fund (SONG) has issued a statement regarding the recent issues surrounding the trust. It is outlined in full below.  “Hipgnosis Songs Fund is a self-managed investment trust with multiple specialist advisers, appointed by the Company’s Board, to advise the Board in their respective areas of expertise […]
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‘Complex’ trusts? How to answer Hargreaves’ test

Hargreaves Lansdown is asking some investors to answer four questions when they want to buy shares in a 'complex' investment trust. We provide the answers so you can trade.
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David Stevenson: Ship funds are sturdy vessels in the alt-income fleet

The UK stock market is badly mispricing Tufton Oceanic and Taylor Maritime, notwithstanding the global economic uncertainty.
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Stifel upgrades bid ‘target’ Gresham House Energy Storage

Battery fund jumps 5% after analyst Sachin Saggar lifts stock to ‘positive’ from ‘neutral’, saying the shares trade below the replacement cost of its storage systems.

Schroder Japan Trust

22 April 2024

Results analysis from Kepler Trust Intelligence.

HydrogenOne Capital Growth

22 April 2024

Hydrogen options maturing.

Ecofin Global Utilities and Infrastructure

19 April 2024

QuotedData's Weekly News & Interview

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

Transaction in Own Shares

23/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

23/04/2024 - 19:00

Smithson Investment Trust PLC

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Transaction in Own Shares

23/04/2024 - 18:50

Polar Capital Global Financials Tst

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

23/04/2024 - 17:50

BlackRock Throgmorton Trust

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Transaction in Own Shares

23/04/2024 - 18:40

Bankers Investment Trust 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.