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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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.

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Investment companies show their colours

David Prosser reflects on the features that make investment companies unique.

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A change in fortunes for private equity trusts?

David Prosser explores whether the tide might finally be turning for private equity trusts and their investors.

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Meet the manager: Jean Roche

Lead Fund Manager of Schroder UK Mid Cap Fund.

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Cost of university is more daunting than ever

More than half of current or prospective university students have considered not going to university because of the costs involved.

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Investment Trust Update | 8th August 2023

In this update, Rory Palmer discusses RIT Capital Partners' records 'broadly flat' NAV total return in H1 2023; abrdn Smaller Companies Income Trust set to merge with Sh...

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Taking the fight to climate change

David Prosser looks at investment companies with a positive environmental impact.

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20 investment companies achieve dividend hero status

There are now 20 investment companies that are dividend heroes, having increased their annual dividends for 20 years in a row.

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Winner of AIC Shareholder Engagement Award to be announced in September

“Biggest platforms in sector” leading on shareholder engagement – lang cat.

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Investment Trust Outlook | Asia - July 2023

What is the outlook for Asian equities and where are the attractive risks that are worth backing? Experts from abrdn and Schroders join us to discuss:

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In search of income

David Prosser on the investment companies with dividends that can compete with the best savings accounts.

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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QD view – Vietnam, big on ambition

Vietnam celebrates its ‘Reunification Day’ on 30th April each year. The date, which is one of the largest public holidays in Vietnam, marks the day when North Vietnamese and Viet Cong forces captured what was then called Saigon (now Ho Chi Minh City), the capital of South Vietnam, ending the Vietnam War. This year marks […]
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QuotedData’s weekly news show 26th April 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: • GCP Infrastructure (0:23) • Hipgnosis (3:55) • Riverstone Credit Opportunities (8:49) This week’s interview was with Ken Wotton from Strategic Equity Capital – watch it again […]
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JEMA shares slide as Russian bank tries to seize JPMorgan assets

Shares in JPMorgan Emerging Europe, Middle East and Africa (JEMA) have been hit as fund manager seeks to stop VTB bank seizing $440m of frozen assets it holds in Moscow.
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Stifel: Abrdn-Phoenix fee deal is new factor in UKCM-Tritax merger

The broker reveals that UK Commercial Property’s manager Abrdn has a fee rebate with Phoenix Life that might have a bearing on its proposed £6bn merger with Tritax Big Box.
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US Solar’s future hangs in balance with dividend target cut before vote

With a discontinuation vote looming, the small renewables fund slashes its dividend target but softens the blow with a $19m tender offer and the prospect of further capital returns.

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Witan Investment Trust

25 April 2024

Business as usual for WTAN's executive team, while the board reviews investment management arrangement.

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Transaction in Own Shares

26/04/2024 - 19:40

F&C Investment Trust PLC

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Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

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Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

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Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

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Transaction in Own Shares

26/04/2024 - 18:50

Impax Environmental Markets PLC

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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.