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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Why the ISA deadline is just the beginning

David Prosser urges you to take more time to consider the use of your annual ISA allowance.

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‘Remarkably good’

Hannah Smith explains why private equity could surprise in 2021.

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ISA millionaires

Ian Cowie ditches bitcoin for investment companies.

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AIC releases educational video – ‘Venture Capital Trusts Explained’

‘Venture Capital Trusts Explained’ is an easy-to-understand animation explaining what VCTs are, what they invest in, the associated risks and the tax incentives on offer.

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Investment companies for your ISA

Adviser recommendations for millennials, mid-life investors and retirees.

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Venture capital trusts explained

Find out what VCTs are, what they invest in, the risks and the tax benefits on offer.

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Here comes the taxman

David Prosser explains how to prepare for tax changes ahead of the spring budget.

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Desirable discounts?

Faith Glasgow goes shopping for investment company bargains.

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A new dawn

Ian Cowie discusses the implications of the Biden presidency.

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China-US tensions likely for “decades to come”

Managers comment ahead of Chinese New Year.

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AIC to publish investment company ESG disclosures

In response to the growing demand from investors for information on ESG criteria and policies, the AIC is to launch individual investment company ESG disclosures on its website.

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ESG disclosure on AIC website: request for contact details

Members requested to provide contact details for ESG disclosures on AIC website.

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.

Merchants Trust

30 April 2024

Celebrating its 135th anniversary 

Mercantile

30 April 2024

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

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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Result of AGM

02/05/2024 - 19:20

RIT Capital Partners PLC

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Transaction in Own Shares

02/05/2024 - 19:20

BioPharma Credit PLC

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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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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.