Compass: The AIC’s monthly newsletter

This month in Compass, our UK managers are gearing up for good times and Ian Cowie goes on an Indian adventure.

Latest articles, press releases and videos

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Climate conscious

Faith Glasgow looks at the Renewable Energy Infrastructure sector.

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Investment trusts prove their worth to income seekers

Highlighting the AIC dividend heroes, David Prosser explains the benefits of the closed-ended structure for consistent dividend payments.

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The homebody economy

Schroder’s Jean Roche explains the potential rewards of investing in the UK.

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Making a dent in student debt

David Prosser examines the benefits of investment companies when saving for university fees.

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Passport to profits

The US is in the spotlight as Ian Cowie explains the importance of investing internationally.

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A strange love of daily redemption

Ian Sayers, Chief Executive of the AIC, learns to stop worrying and love notice periods.

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Your investment company: having your say

Discover how investment companies, unlike other funds, enable your voice to be heard.

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Picking property

David Prosser explains the benefits of the closed-ended investment company structure for investing in property.

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Where to find comfort amid the income drought

David Prosser looks at the income advantages of investment companies and suggests which could be best placed to help.

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Jet-setting

Ian Cowie takes us on a tour of his globally diversified portfolio.

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Investing for income with investment companies

David Prosser outlines reasons why income seekers should consider investment companies.

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Coming down from the clouds

Ian Cowie highlights his COVID top performers.

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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Wefox 33% writedown mars Chrysalis’ first quarter progress

Big writedown in insurer Wefox leaves Chrysalis investors pinning hopes for growth capital fund's recovery on one disposal and the flotation of credit provider Klarna.
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QD view – Higher for longer

The Federal Reserve’s (Fed’s) cautious stance on further interest rate cuts, as expressed in their statement about “a lack of further progress” on inflation, that was made on Wednesday, marked a shift in market expectations in recent weeks. At the start of 2024, investors had been optimistic about a strong year, anticipating a series of […]
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Henderson Smaller relents and buys back shares at 15% discount

Board of £600m Henderson Smaller Companies trust drops its earlier reluctance to buy shares, making its first stock repurchases in 13 years.
Quoted data logo

QuotedData’s weekly news show 3rd May 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Aberforth Split Level Income (0:33) • Chrysalis (6:24) Andrew McHattie highlighted a number of funds that were looking unusually cheap or expensive (10:24). This week’s interview […]
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New REIT targets £500m IPO

A newly established REIT – Special Opportunities REIT – has kicked off a roadshow ahead of an anticipated £500m IPO. As first reported by React News, the company will be led by former LXi REIT chief executive Simon Lee, with a number of former LXi personnel making up the senior management team – including Freddie […]

Greencoat UK Wind

1 May 2024

Flash update from Kepler Trust Intelligence

Schroder Income Growth

1 May 2024

Results analysis 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.

Holding(s) in Company

03/05/2024 - 19:30

Crystal Amber Fund Limited

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Transaction in Own Shares

03/05/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

03/05/2024 - 19:10

Downing Strategic Micro-Cap IT PLC

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Invesco Select Trust UK Equity (UK)

03/05/2024 - 19:00

FTSE Russell

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Russian Court Oder - update

03/05/2024 - 19:00

JPMorgan Emerging EMEA Securities

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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.