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

Dividend heroes

Exceptional eight investment companies have raised dividends for 50+ years.

7 March 2023

The kids are alright

David Prosser discusses the benefits of opening a Junior ISA on behalf of your children.

6 March 2023

ISA recommendations

Financial advisers’ investment company picks for young, middle aged and retired investors.

1 March 2023

Investment Trust Update | 24th February 2023

In this investment trust update abrdn propose a strategic review after a prolonged discount to Net asset value and The Renewables Infrastructure Group announce its annual...

28 February 2023

What are VCTs?

David Prosser reviews the benefits and tax advantages of VCTs.

28 February 2023

Windsor Framework a win for VCTs

The AIC argues it marks a significant step forward in putting VCTs on a firmer footing.

28 February 2023

AIC launches Investment Company Accreditation

To help financial advisers build their knowledge.

27 February 2023

Keystone Positive Change Investment Trust: Manager Insights

Baillie Gifford's Kate Fox, co-manager of Keystone Positive Change Investment Trust, explains the trust’s objectives, gives an update on the portfolio and discusses the outlook for company holdings. Capital at risk.

23 February 2023

Meet the manager: Nick Train

Hear from Nick Train, Portfolio Manager of Finsbury Growth & Income Trust.

23 February 2023

Investment companies resilient as adviser platform purchases fall

Net demand for investment companies jumped 48% to reach all-time high.

20 February 2023

UK managers optimistic ahead of Friday’s GDP figures

Technology and growth stocks “starting to look more attractive”.

9 February 2023

Investment Trust Edge | January 2023

We examine the prospects for the Schroder UK Real Estate Investment Trust, ask whatever happened to the small cap effect and finish with a look at private equity: should ...

8 February 2023

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.

Temple Bar’s manager speaks out against Royal Mail bid

23 April 2024

Ian Lance, co-manager of Temple Bar, had this to say: We note the statement from the Board of IDS confirming that on 9 April 2024 it received a preliminary and conditional non-binding proposal from EP Group regarding a possible cash offer for the entire issued and to be issued share capital of International Distribution Services […]

RM Infrastructure Income making steady progress on wind down

23 April 2024

RM Infrastructure Income (RMII) has released its annual results for the year end 31 December 2023. Earlier in the year, it was announced that the company would be facilitating a managed wind down due to a stubborn discount and falling scale. At 31 December 2023 the NAV total return for the year was 3.16% and […]

QuotedData’s morning briefing 23 April 2024 – DGN

23 April 2024

In QuotedData’s morning briefing 23 April 2024: Asia Dragon Trust (DGN) announced its interim results for the six months to 29 February 2024. The company’s NAV total return increased by 1.5% over the period, underperforming the MSCI All-Country Asia ex Japan Index benchmark, which delivered a 3.7% increase. The share price total return was 2%, […]

Hipgnosis Songs leaps 11% on hope of Concord-Blackstone bid battle

22 April 2024

Shares in royalties fund leap past their flotation price for first time in 18 months after Blackstone trumps a recommended $1.4bn cash bid from Apollo-backed Concord and its fund manager issues a 'back off' message.

Seraphim Space sells assets to sister fund, but sees no cash

22 April 2024

The cash-strapped trust sells nine early-stage companies to newly launched Seraphim Space Ventures II, saying the disposal will help it focus on its maturing investments.

Ecofin Global Utilities and Infrastructure

19 April 2024

QuotedData's Weekly News & Interview

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

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.

Kepler Trust Intelligence: New Research

23/04/2024 - 08:10

JPMorgan Global Emerging Mkts I.T.

Notice of AGM and Proposed Final Dividend

23/04/2024 - 08:10

Petershill Partners PLC

Dividend Declaration

23/04/2024 - 08:10

Atrato Onsite Energy PLC

Q3 Dividend Declaration

23/04/2024 - 08:10

PRS REIT PLC (The)

Proposed Tender Offer

23/04/2024 - 08:10

Petershill Partners PLC

Compass: The AIC’s monthly newsletter

Latest articles, press releases and videos

Dividend heroes

The kids are alright

ISA recommendations

Investment Trust Update | 24th February 2023

What are VCTs?

Windsor Framework a win for VCTs

AIC launches Investment Company Accreditation

Keystone Positive Change Investment Trust: Manager Insights

Meet the manager: Nick Train

Investment companies resilient as adviser platform purchases fall

UK managers optimistic ahead of Friday’s GDP figures

Investment Trust Edge | January 2023

Thematic research

Pretty, pretty, pretty good

Micro-managing

Seoul searching

Temple Bar’s manager speaks out against Royal Mail bid

RM Infrastructure Income making steady progress on wind down

QuotedData’s morning briefing 23 April 2024 – DGN

Hipgnosis Songs leaps 11% on hope of Concord-Blackstone bid battle

Seraphim Space sells assets to sister fund, but sees no cash

Ecofin Global Utilities and Infrastructure

CC Japan Income & Growth Trust

JPMorgan Japan Small Cap Growth & Income

Tetragon Financial Group

Jupiter Green

Kepler Trust Intelligence: New Research

Notice of AGM and Proposed Final Dividend

Dividend Declaration

Q3 Dividend Declaration

Proposed Tender Offer

Glossary

Research tools

Invest & engage

Compass: The AIC’s monthly newsletter

Latest articles, press releases and videos

Dividend heroes

The kids are alright

ISA recommendations

Investment Trust Update | 24th February 2023

What are VCTs?

Windsor Framework a win for VCTs

AIC launches Investment Company Accreditation

Keystone Positive Change Investment Trust: Manager Insights

Meet the manager: Nick Train

Investment companies resilient as adviser platform purchases fall

UK managers optimistic ahead of Friday’s GDP figures

Investment Trust Edge | January 2023

Thematic research

Pretty, pretty, pretty good

Micro-managing

Seoul searching

Temple Bar’s manager speaks out against Royal Mail bid

RM Infrastructure Income making steady progress on wind down

QuotedData’s morning briefing 23 April 2024 – DGN

Hipgnosis Songs leaps 11% on hope of Concord-Blackstone bid battle

Seraphim Space sells assets to sister fund, but sees no cash

Ecofin Global Utilities and Infrastructure

CC Japan Income & Growth Trust

JPMorgan Japan Small Cap Growth & Income

Tetragon Financial Group

Jupiter Green

Kepler Trust Intelligence: New Research

Notice of AGM and Proposed Final Dividend

Dividend Declaration

Q3 Dividend Declaration

Proposed Tender Offer

Investing for growth

Getting started

An introduction to ESG

Saving for your children’s future?

Glossary

Research tools

Invest & engage

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