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

My generation

Investment Week columnist Jayna Rana tells us why her age group should be seeking a financial head start with investment companies.

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Bigger is better

Polar Capital Global Healthcare explain why big pharma companies shouldn’t be ignored.

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Just what the doctor ordered

Ian Cowie dissects a relatively good year for biotech and healthcare investment companies.

Mermaids and unicorns

BB Healthcare manager, Paul Major, on why healthcare could be one investment area untainted by Brexit.

New Year resolutions that could make you rich

David Prosser explains how investment company savings schemes can help turn regular savings into a valuable long-term investment.

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Rejoicing in reflection

Ian Cowie reflects on his personal portfolio's performance in 2018.

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Mulling it over

AIC Chief Executive Ian Sayers looks back at 2018 and forward to the future.

Gifts to last a lifetime

Struggling to find the perfect Christmas present for the children? David Prosser tells us why a financial gift in the form of an investment company investment might be the answer.

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Paying the rent

Ian Cowie examines the advantages of investment companies in the property sector.

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Saving for your children’s future?

Find out how to invest with your child with investment companies.

No room for complacency on tax

David Prosser discusses this autumn’s Budget, resulting opportunity and how we could still save money by being more organised and strategic.

An old wives’ tale with some truth (you should ignore)

David Prosser tells us why there is no need to change investment approaches during the summer months.

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.