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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What does equity investing look like in a world of high interest rates?

The managers of City of London, Alliance and JPMorgan Claverhouse discuss equity investing in a world of high interest rates.

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What is the appeal of global equities for income seekers?

Craig Baker, Manager of Alliance trust, explains the appeal of global equities for income seekers.

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AIC to rename three sectors

The new sectors are Financials & Financial Innovation, India / Indian Subcontinent and Technology & Technology Innovation.

Why is the UK a good opportunity for income investors now?

The managers of City of London, Alliance and JPMorgan Claverhouse discuss why they believe the UK is a good opportunity for income investors now.

Which sectors or regions are you looking at to maintain dividend growth in the future?

The managers of City of London, Alliance and JPMorgan Claverhouse discuss the sectors and regions they are looking at to maintain dividend growth in the future.

How have you achieved so many years of dividend growth?

The managers of City of London, Alliance and JPMorgan Claverhouse discuss how they have achieved over 50 years of dividend growth.

Celebrating 50 years of dividend heroes

The AIC held a roundtable discussion with the managers of City of London Investment Trust, Alliance Trust and JPMorgan Claverhouse to discuss these companies with 50 or more years of dividend increases.

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Sister, sister

When it comes to investment managers running both investment companies and open-ended funds with very similar remits, David Prosser discusses why investors might be better off in the investment company.

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Majority of investors in VCTs use them to save for retirement

VCT investors typically have 13% of assets invested in these tax-efficient vehicles.

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Three investment companies join the next generation of dividend heroes

27 investment companies have raised dividends for 10 to 19 consecutive years.

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ISA millionaires

The 28 investment companies that would have made you £1,000,000.

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Looking for dividends?

David Prosser discusses the 18 ‘dividend hero’ investment companies which have been raising dividends for at least 20 years in a row.

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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Baillie Gifford’s Schiehallion makes exceptional recovery

Annual results from Schiehallion show late-stage private equity fund making a strong recovery, pleasing Nick Greenwood who bought on last year's lows, although the stock still trades at a third of its 2021 peak.
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QuotedData’s morning briefing 16 April 2024 – NESF, SEED, RGL

In QuotedData’s morning briefing for 16 April: NextEnergy Solar Fund (NESF) announced it has refinanced its existing £135m short-term Revolving Credit Facility with AIB Group and NatWest which is due to expire in June 2024. The new facility is available until June 2026 and provides two additional 12-month extension options at NESF’s sole discretion to […]
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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 […]

Tetragon Financial Group

16 April 2024

FY23 growth driven by idiosyncratic factors.

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.

JPMorgan Asia Growth & Income

12 April 2024

JAGI's managers believe Asia is showing the green shoots of a recovery.

The Lindsell Train Investment Trust Plc - Director/PDMR Shareholding

16/04/2024 - 15:30

Lindsell Train Investment Trust

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Cohen & Steers Capital Management - Form 8.3 - Tritax Big Box REIT plc

16/04/2024 - 14:40

Tritax Big Box REIT

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Form 8.3 - Balanced Commercial Property Trust Ltd

16/04/2024 - 14:00

Brooks Macdonald Asset Management

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Form 8.3 - abrdn European Logistics Income plc

16/04/2024 - 14:00

Brewin Dolphin Limited

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Form 8.3 - Tritax Big Box REIT plc

16/04/2024 - 13:50

Brewin Dolphin Limited

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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.