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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Investment Trust Edge | March 2024

In this Investment Trust Edge, we are joined by three experts who discuss HG Capital Trust, the wider private equity sector and increased merger activity in the closed-en...

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Top performing investment trust ISAs over the last 25 years

18 trusts returned over £100,000 from a one-off £7,000 investment.

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Investment Trust Update | March 2024

In the latest Investment Trust Update, Rory Palmer discusses the enduring concerns for the BlackRock World Mining Fund, the AIC Dividends Hero list and the open letter to...

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Meet the manager: Linda Lin

Co-Manager of Baillie Gifford China Growth.

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Dividend heroes

Ten investment trusts have raised dividends for 50+ years.

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Keynote: Cost disclosures with Baroness Ros Altmann

Richard Stone, Chief Executive of the Association of Investment Companies, discusses challenges with Baroness Ros Altmann, emphasizing regulatory issues leading to mislea...

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The changing face of investment trusts

How the industry has changed since 1999.

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Better times ahead for UK plc?

David Prosser explores opportunities for investors in small- and mid-cap stocks.

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Merger magic

Faith Glasgow on investment trust mergers and what they mean for investors.

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Spring Budget 2024: all UK-listed companies should be eligible for the UK ISA

The AIC has commented on the proposed introduction of a UK ISA.

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Why is fund management still a man's world when 41% of investment trust directors are women?

12% of fund managers are women.

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Who wants to be an ISA millionaire?

Ian Cowie dives into the investment trusts that would have made you over £1,000,000.

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.

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

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

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.