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 company managers on the war in Ukraine

“Deeply distressing” events with “far-reaching implications” for markets

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Investment companies for your ISA

Financial advisers’ recommendations for millennials, middle-aged and retired investors

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Focusing on Japan’s long-term winners amid market volatility

Nicholas Price, Manager of Fidelity Japan Trust, discusses his views on recent market dynamics and outlines why he remains focused on seeking out long-term winners in exciting areas such as factory automation, digitalisation and the energy transition.

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Why I remain confident on delivering attractive returns in the UK

Portfolio manager Alex Wright provides an update on Fidelity Special Values investment trust and reviews the current landscape for UK equity investors.

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Is the tide turning for female fund managers?

Data shows that 26% of companies with named managers have at least one female at the helm - Faith Glasgow explores how much further there is to go.

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How do you solve a problem like inflation?

Investment company managers reveal their inflation-busting strategies, expectations and outlook for price levels.

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30 “ISA millionaire” investment companies show the power of long-term investing

Tech focused companies lead the pack despite recent travails - HgCapital top performer with a return of £2,062,931.

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AIC welcomes publication of FTSE women leaders report

Investment trusts dominate top ten FTSE 250 performers.

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Keeping it real

Can property and infrastructure protect portfolios from inflation?

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36 Investment companies with inflation-busting income and growth

AIC research reveals companies which have grown both dividends and share price by more than the CPI over the past five years.

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Why access private companies through investment trusts?

Hannah Smith explores how investment companies could be the perfect gateway to access unquoted companies.

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Alternative assets could boost retirement income without increasing risk, according to PPI report

Both higher and lower earners could benefit.

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.