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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UK smaller companies: “the prevailing, extremely negative positioning and sentiment only enhances the opportunity”

The AIC UK Smaller Companies sector has a history of strong performance following economic and market downturns.

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Takeover time?

David Prosser explores how mergers and acquisitions of investment companies could prove exciting for investors.

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Winners of the Shareholder Communication Awards 2023

The Association of Investment Companies (AIC) has announced the winners of its Shareholder Communication Awards 2023.

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Winners of the AIC Media Awards 2023

The Association of Investment Companies (AIC) has announced the winners of the AIC Media Awards 2023.

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A one-stop shop for diversification

David Prosser explores how investment companies in the AIC’s Flexible Investment sector can simplify the process of diversifying your portfolio.

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interactive investor wins AIC Shareholder Engagement Award for the third year in a row

interactive investor has been recognised for its initiatives to empower investment company shareholders, winning the AIC Shareholder Engagement Award 2023.

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AIC to host second investment company showcase with guest speaker Nick Robinson

The Association of Investment Companies (AIC) will hold the next Investment Company Showcase on Friday 20 October 2023.

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Gearing up for growth

David Prosser explores how investment companies’ borrowing can boost returns for investors.

How Space Will Change Your World | Seraphim Space Investment Trust

Find out how space technology has the potential to transform and improve life on Earth.

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A quick swap for extra value?

David Prosser explains the benefits of switching from open-ended funds to their investment company counterparts.

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In praise of share buybacks

David Prosser explores how boards are turning to share buybacks to address wide discounts.

Venture Capital: Downside Protection and Portfolio Resilience

Molten Ventures, Augmentum Fintech and Seraphim Space debunk common myths about VC investments and discover how they differ from listed equities.

Thematic research

Third-party thematic research on investment companies can be found below.

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.

Investment company liquidity – steady as she goes, but could be better

19 March 2024

A review of investment company liquidity in London since 2016.

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AIC lobbying against ‘frustrating’ platform buying restrictions

The Association of Investment Companies says it will challenge brokers to explain why they are stopping online trading in investment firms deemed not to be ‘fair value’ or ‘complex’.
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James Carthew: I’ve bought two more renewables, now looking at UK equity income

Patience may be needed to profit from weighed-down investment company shares, but the buying opportunities are certainly there.
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Balanced Commercial Property Trust launches strategic review

The board of Balanced Commercial Property Trust (BCPT) has launched a strategic review into the future of the company, with all options – including a sale, merger, or continuing as is – on the table. The move comes as the company approaches a continuation vote later this year. The board pointed out that the company […]
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Marble Point Loan Financing reports its best year in more than a decade

Marble Point Loan Financing (MPLF) has released its annual results for the 12 months ending 31 December 2023. Over the 12 month period MPLF’s ordinary share class returned a NAV total return of 17.5%, while its liquidating share class returned 18.3%. MPLF’s portfolio value fell from $145.5m to 118.4m, however this was due to dividend […]
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Balanced Commercial Property hoists ‘for sale’ sign and launches strategic review

The £1bn Balanced Commercial Property Trust postpones a continuation vote and says it will consider all options to improve returns and eradicate a 28% share price discount.

Murray Income

15 April 2024

Delivering income and capital growth.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

JPMorgan Global Core Real Assets

12 April 2024

QuotedData's Weekly News & Interview.

Lowland

12 April 2024

Is the tide turning?

VietNam Holding

12 April 2024

Introducing redeemable shares.

Director/PDMR Shareholding

15/04/2024 - 19:30

Law Debenture Corp PLC

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Transaction in Own Shares

15/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

15/04/2024 - 19:10

Molten Ventures VCT PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

15/04/2024 - 18:10

BlackRock Throgmorton Trust

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

15/04/2024 - 18:10

BlackRock Smaller Companies

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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.