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

VCTs: market trends, opportunities and outlook

Comments from Foresight Group which manages the Foresight Technology VCT, Triple Point which manages Triple Point Venture VCT, and Blackfinch which manages Blackfinch Spring VCT.

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Simon Elliott and Will Fraser-Allen elected to AIC board

Gordon Humphries elected AIC Chair.

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Chinese New Year

Investment trust managers on the outlook for China in the Year of the Dragon.

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VCTs: market trends, opportunities and outlook

What is the investment outlook for the VCT sector, and how can VCTs continue to support ambitious UK companies?

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Window of opportunity in private equity

David Prosser on whether private equity discounts could represent a buying opportunity.

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The alternative asset investment trusts yielding over 5%

The AIC has published a list of the 39 investment trusts that invest in alternatives, yield at least 5% and have delivered a positive share price total return over the past five years.

Investing Matters 2024 Special Podcast, Episode 58

Peter Higgins is joined by six investment experts, including the AIC’s Annabel Brodie-Smith and Premier Miton’s Gervais Williams.

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AIC responds to FRC revisions to Corporate Governance Code

The AIC has responded to today’s announcement from the FRC on revisions to the UK Corporate Governance Code.

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The wisdom of the cliché

David Prosser explores the truth behind stock market sayings.

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The highest yielding equity investment trusts

The AIC has published a list of the 48 investment trusts that invest in equities and yield at least 4%.

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Meet the manager: Helen Steers

Lead Manager of Pantheon International.

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Investment Trust Outlook | Real Estate

Dive into the world of real estate investment trusts (REITs) with Mark Colegate in this investment outlook, joined by experts from Schroders. Share insights on their stra...

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.

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

23/04/2024 - 17:50

BlackRock Throgmorton Trust

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Fidelity Asian Values Plc - Transaction in Own Shares

23/04/2024 - 17:40

Fidelity Asian Values

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Fidelity Japan Trust Plc - Transaction in Own Shares

23/04/2024 - 17:40

Fidelity Japan Trust

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Mid Wynd International Investment Trust Plc - Transaction in Own Shares

23/04/2024 - 17:40

Mid Wynd International

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BlackRock Energy and Resources Income Trust Plc - Transaction in Own Shares

23/04/2024 - 17:40

BlackRock Energy and Resources Income

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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.