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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Cleaner, greener tomorrow

Ian Cowie dives into the Renewable Energy Infrastructure sector.

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“Serious questions about investor protection”

AIC responds to consultation on long-term asset funds.

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Warehouses versus offices

What’s next for commercial property as restrictions lift?

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Reopening time

Which hospitality and leisure stocks do investment company managers like best?

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“Renewables have now reached a tipping point”

Managers discuss key opportunities and risks.

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In praise of the early bird

As another tax year draws to a close, David Prosser encourages investors to buy and hold.

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Small vs mighty

Faith Glasgow explores whether investment company size matters.

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Having your say

Ian Cowie on the power of investment company shareholders.

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VCT investors feel COVID makes supporting smaller UK businesses more important reveals new research

88% think VCTs help support the UK economy.

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“Listen to what your shareholders want”

Investment company chairs discuss changing asset managers.

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Ian Sayers to step down as Chief Executive of the AIC

Ian was appointed Chief Executive in January 2010, having joined the Association as Technical Director in November 1999.

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94% of adviser clients satisfied with VCT experience as fundraising season ramps up

New research highlights the range of motivations for using VCTs.

Thematic research

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

From riches to rags to riches, is this time really different for Japan?

2 May 2024

Japan's decade-long corporate governance push is finally leading to significant improvements to underlying Japanese businesses...

Pretty, pretty, pretty good

17 April 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?

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‘Buy’ Temple Bar as bids and buybacks provide the catalyst UK badly needs

‘Valuation agnostic selling’ by investors has depressed the UK stock market but a rebound is on the cards and this equity income trust is a good way to play it.
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UK bid frenzy drives Fidelity Special Values ahead of benchmark

Five of the UK investment trust’s top-10 performers attracted takeover approaches or speculation in the trust’s half-year to February, says fund manager Alex Wright.
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UK ‘dislocation’: Schroder Income Growth makes first buyback in 16 years

UK equity income trust’s one share transaction is not much but, seen in the context of £100bn of company share buybacks and a surge in bids, it shouts the extreme value in domestic stocks.
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Columbia drops Sam Cosh from European Assets and cuts fee

Columbia Threadneedle appoints Mine Tezgul, head of its European smaller companies team, to run the £350 trust struggling after a long period of underperformance.
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Positive outlook for Chrysalis after solid start to the year

Chrysalis Investments (CHRY) announced a trading update for the three month period to 31 March 2023. The company saw a 4.09 pence per share increase in NAV, equivalent to 2.3%. This was driven predominately by movement in the fair value of the portfolio which added 5.15 pence per share, with foreign exchange generating an adverse […]

Schroder Income Growth

1 May 2024

Results analysis from Kepler Trust Intelligence.

Greencoat UK Wind

1 May 2024

Flash update from Kepler Trust Intelligence

Vietnam Enterprise Investments

30 April 2024

Results analysis from Kepler Trust Intelligence.

Mercantile

30 April 2024

MRC's performance has recovered, yet the trust remains at a wide discount.

Merchants Trust

30 April 2024

Celebrating its 135th anniversary 

Weiss Korea Opportunity Fund - Annual Report and Audited Financial Statements for the year ended 31 December 2023

02/05/2024 - 18:30

Weiss Korea Opportunity Fund

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BlackRock Greater Europe Investment Trust Plc - Half-year Report

02/05/2024 - 18:20

BlackRock Greater Europe

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

02/05/2024 - 18:00

BlackRock Throgmorton Trust

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Holding(s) in Company

02/05/2024 - 18:50

North American Income Trust (The)

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Transaction in Own Shares

02/05/2024 - 18:50

Henderson Smaller Cos Inv 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.