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

How are current volatile market conditions affecting the Renewable Energy Infrastructure sector?

The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss how volatile market conditions are affecting the Renewable Energy Infrastructure sector.

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37 out of 38 investment company sectors are trading at a discount

But which offers the best value?

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Flexible friends

Multi-asset sector tops adviser purchases in Q3 2022.

Healthcare: are we at the start of a bull market?

Gareth Powell, co-manager of Polar Capital Global Healthcare Trust, tells us how the sector could be poised for a period of outperformance.

Smaller companies: facing challenges but opportunities exist

Peter Ewins, manager of The Global Smaller Companies Trust, looks at the current turbulent market conditions and discusses the effects on the global environment for smaller companies

Scottish Mortgage stock stories: Redwood Materials

Investment Specialist Claire Shaw discusses how the challenges facing electric transportation make battery recycling companies like Redwood Materials worth investing in. Capital at risk.

Baillie Gifford: embracing the unpredictable

Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of the Baillie Gifford US Growth Trust explains. Capital at risk.

Troy Income & Growth Trust – Investing with Troy Asset Management

Blake Hutchins, co-manager of Troy Income & Growth Trust discusses how he approaches investing at Troy and what he is trying to achieve with the Troy Income & Growth Trust.

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Nine-tenths of financial advisers and wealth managers recommend sustainable funds despite greenwashing concerns

Use of sustainable investment companies has increased year-on-year.

Securities Trust of Scotland – Investing with Troy Asset Management

Please watch the short clip below to see James Harries, manager of Securities Trust of Scotland discussing how he approaches investing at Troy and what he is trying to achieve.

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Cop27: investment company managers comment on the future of renewable energy and government intervention

$40 trillion investment needed to reach 2050 net zero objective; UK policy uncertainty “risks becoming very damaging to inward investment”.

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AIC releases educational video ‘Investing for growth’

The video aims to help investors understand what growth investing is and how it could help them achieve their financial goals.

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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Aquila Energy Efficiency Trust provides detail on tender offer proposal

Aquila Energy Efficiency Trust (AEET) has published details of a tender offer under which up to 18.6% of its issued share capital may be repurchased at 94.28p per share, up to a maximum consideration of £17.5m. AEET is publishing a circular which we would suggest that shareholders read. AEET is seeking shareholders’ approval for the […]
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Gresham House Energy Storage suspends dividends and buybacks for 2024

Gresham House Energy Storage (GRID) has published a trading update in advance of the publication of its annual results for the year ended 31 December 2023 expected on 29 April 2024. GRID’s chair, John Leggate, says “The BESS sector, the Company and its shareholders are going through the most challenging operating environment since the Company’s […]
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Gresham House Energy Storage cancels dividends and share buybacks to repay debt

A recent improvement in trading revenues still leaves the battery fund’s forecasts well below expectations, requiring close to a 12% cut in net asset value.
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QuotedData’s weekly news show 19th 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: • Hipgnosis (0:24) • Balanced Commercial Property Trust (6:25) This week’s interview was with Jean-Hugues de Lamaze from Ecofin Global Utilities & Infrastructure – watch it again […]
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QD view – Hot stuff

Forget the Magnificent Seven, the Indian stock market has been the unsung hero of the past decade. The MSCI India has delivered an annualised return of 13.6%[1], that puts it ahead of the MSCI World (9.97%) and its emerging market peers (3.33%). The returns from the country’s small-and mid-cap sector have been even higher. With […]

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.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

Transaction in Own Shares

19/04/2024 - 19:30

Impax Environmental Markets PLC

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Transaction in Own Shares

19/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

19/04/2024 - 19:20

Smithson Investment Trust PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

19/04/2024 - 18:10

BlackRock Throgmorton Trust

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TwentyFour Select Monthly Income Fund - Issue of Shares

19/04/2024 - 17:50

TwentyFour Select Monthly Income

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Glossary

Familiarise yourself with industry terminology.

Research tools

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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.