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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Go smaller for income

Trusts investing in smaller companies could be worth a look for income investors, says David Prosser.

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Meet the manager: Simon King

Fund Manager of Octopus Future Generations VCT.

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Investment Trust Update | April 2024

In this Investment Trust Update, our host Rory Palmer discusses Pantheon Infrastructure Trust's impressive NAV growth, Elliott Investment Management's 5% stake in Scottis...

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Adding to the size of the cake

David Prosser on whether share issues could be a cause for optimism.

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India’s general election

Will more of the same be good for markets?

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VCT fundraising is third highest on record

VCTs raise £882 million in 2023/24 tax year to invest in fast-growing companies.

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Buyback bonanza

Cherry Reynard analyses the buyback boom.

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Land of opportunity

With the US election looming, Ian Cowie explores the North America sector.

The Resilient Investor: Foresight Solar and the infrastructure renewables sector

Hear Ross Driver of Foresight Solar Fund and David Stevenson on infrastructure renewables' prospects, challenges, and current discounts.

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Meet the manager: Joe Bauernfreund

Portfolio Manager of AVI Japan Opportunity Trust and AVI Global Trust.

Middlefield's Dean Orrico discusses the dividends landscape in North America

Listen in, as Dean Orrico, Manager of Middlefield Canadian Income, and David Stevenson discuss North American dividend prospects and equity income.

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Which government was best for UK investment trusts?

The Association of Investment Companies (AIC) has released data on the performance of UK-focused investment trusts in each parliament since 1987.

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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Fair Oaks Income continues to provide a strong, well-covered yield

Fair Oaks Income (FAIR) has announced its annual results for the year ended 31 December 2023, during which it provided an NAV total return for its 2021 shares of 12.98% (31 December 2022: -0.90%) and 13.82% per realisation share (31 December 2022: 0.5%). Share price total returns were stronger at 30.94% for the 2021 shares […]
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QuotedData’s morning briefing 19 April 2024 – HOME

In QuotedData’s morning briefing 19 April 2024: Home REIT (HOME) has sold a further 65 properties at auction for a total of £15.9m, representing 4.8% of the company’s portfolio by value and in line with the August 2023 draft valuation. Since August 2023, the company has completed on the sale of 533 properties and exchanged on a […]
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The Big Question – Is the global economy heading for a hard, soft or no landing?

Interview with Lyrical Asset Management’s Andrew Wellington and GQG Partners’ Brian Kersmanc. Andrew and Brian discuss the impact and influence of macro on portfolio positioning and take a look at current stocks of interest?
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Invesco: The more Action that 3i Group has, the better!

‘This is probably one of the best examples of our process,’ says Invesco’s Stephen Anness as his global income fund’s 6% stake in 3i is boosted by the rise of discount retailer Action.
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Apollo-backed Concord cheers Hipgnosis investors with $1.4bn bid

Update: Shares in Hipgnosis Songs soar after Concord, a US group that bought Round Hill Music Royalty last year, offers a 4% cash premium for their highly discounted stock.

Tetragon Financial Group

16 April 2024

FY23 growth driven by idiosyncratic factors.

Jupiter Green

16 April 2024

JGC's recovery is gathering momentum, but the discount has yet to react.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

Murray Income

15 April 2024

Delivering income and capital growth.

JPMorgan Global Core Real Assets

12 April 2024

QuotedData's Weekly News & Interview.

Q1 2024 Portfolio Update & Recent Activity

19/04/2024 - 08:10

Riverstone Credit Opps. Inc PLC

Read more

Block listing Interim Review

19/04/2024 - 08:10

Ashoka India Equity Investment Tst

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Board Appointment

19/04/2024 - 08:10

International Public Partnerships

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Compliance with Market Abuse Regulation

19/04/2024 - 08:10

Odyssean Investment Trust PLC

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Compliance with Market Abuse Regulation

19/04/2024 - 08:10

AVI Global Trust PLC

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Glossary

Familiarise yourself with industry terminology.

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.