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.

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Latest articles, press releases and videos

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Logical progression

David Prosser explains why and how to make considered and circumstantially-appropriate investment choices.

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Globetrotting

Investing around the world with Ian Cowie.

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Big in Japan

Ian Cowie explains why there’s value in the Land of the Rising Sun.

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Renewable energy investment companies

Managers explain how wind farms, solar parks and energy storage are benefiting investors and the environment.

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Infrastructure investment companies

Find out how investing in roads, schools and railways helps produce attractive returns and grow the economy.

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Sell in May and go away?

David Prosser examines market volatility in August and how regular investment through investment companies can benefit in the long run.

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Why all roads lead to investment companies

David Prosser examines new research showing investment companies outperform and cost less than comparable open-ended funds.

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Portfolio picking

Ian Cowie explains how he chooses investment companies for his portfolio.

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Diversify to protect your income

David Prosser tells us how investment companies can help income-focused investors.

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Investment Company Dividend Heroes

Find out more about the investment companies with a 20-year track record of dividend increases.

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Helping children into the savings habit

David Prosser tells us how investment companies can help families shape their children’s attitudes towards saving.

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Climate-conscious

Impax discuss how climate change offers investment opportunities.

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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...

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Pretty, pretty, pretty good

17 April 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...

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Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

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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.
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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 […]
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Duhra makes early run on Henderson Far East Inc

High yielding Henderson Far East Income’s new lead manager Sat Duhra achieves quick improvement in performance as earlier decision to reduce China pays off.
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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.

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Form 8.3 - Balanced Commercial Property Trust Ltd

03/05/2024 - 15:50

Brooks Macdonald Asset Management

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Form 8.3 - Balanced Commercial Property Trust Ltd

03/05/2024 - 15:50

Legal & General Inv Mgmt (Holdings)

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Form 8.3 - Hipgnosis Song Fund Limited

03/05/2024 - 15:50

Threadneedle Asset Mgmt Hldgs Ltd

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Block Listing Application

03/05/2024 - 15:40

CQS New City High Yield Fund Ltd

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Form 8.3 - BALANCED COMM PROPERTY TRUST

03/05/2024 - 15:30

Evelyn Partners Group Limited

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Read more stock exchange announcements

Investing for growth

Find out what growth investing is and how it could help you achieve your long-term financial goals.

Recorded 1 November 2022.

Getting started

If you're new to investment companies, find out what they're all about here.

An introduction to ESG

What is ESG and how does it relate to investment companies?

Saving for your children’s future?

Find out how to invest for your child with investment companies and why they offer good long-term performance.

Glossary

Familiarise yourself with industry terminology.

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Research tools

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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.

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