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

VCTs: how has VCT fundraising been in this challenging economic environment?

Annabel Brodie-Smith discusses VCT fundraising with Andrew Bloxam, Ian McLennan and Nic Pillow.

VCTs: market trends, opportunities and outlook

Comments from Foresight Group which manages the Foresight Technology VCT, Triple Point which manages Triple Point Venture VCT, and Blackfinch which manages Blackfinch Spring VCT.

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Simon Elliott and Will Fraser-Allen elected to AIC board

Gordon Humphries elected AIC Chair.

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Chinese New Year

Investment trust managers on the outlook for China in the Year of the Dragon.

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VCTs: market trends, opportunities and outlook

What is the investment outlook for the VCT sector, and how can VCTs continue to support ambitious UK companies?

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Window of opportunity in private equity

David Prosser on whether private equity discounts could represent a buying opportunity.

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The alternative asset investment trusts yielding over 5%

The AIC has published a list of the 39 investment trusts that invest in alternatives, yield at least 5% and have delivered a positive share price total return over the past five years.

Investing Matters 2024 Special Podcast, Episode 58

Peter Higgins is joined by six investment experts, including the AIC’s Annabel Brodie-Smith and Premier Miton’s Gervais Williams.

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AIC responds to FRC revisions to Corporate Governance Code

The AIC has responded to today’s announcement from the FRC on revisions to the UK Corporate Governance Code.

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The wisdom of the cliché

David Prosser explores the truth behind stock market sayings.

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The highest yielding equity investment trusts

The AIC has published a list of the 48 investment trusts that invest in equities and yield at least 4%.

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Meet the manager: Helen Steers

Lead Manager of Pantheon International.

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

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

26/04/2024 - 17:40

BlackRock Throgmorton Trust

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Worldwide Healthcare Trust Plc - Transaction in Own Shares

26/04/2024 - 17:40

Worldwide Healthcare Trust

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Transaction in Own Shares

26/04/2024 - 18:30

Murray Income Trust PLC

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Transaction in Own Shares

26/04/2024 - 18:30

Dunedin Income Growth Inv Tst PLC

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Transaction in Own Shares

26/04/2024 - 18:30

Smithson Investment Trust 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.