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

A week in the life of...Mike Adams

Mike Adams, Chief Executive of MedicX describes his busy working week.

My best investment - Michael Morris, Picton Property Income Limited

Why property is about buying well and focussing on income generation.

The outlook for the commercial property sector

How does commercial property justify its place in a diversified portfolio?

Mind the Gap: Property managers focus on prime locations

What is the outlook for the property investment company sector?

An approach to income investing

The manager shares his strategy for investment in the income sector.

What should investors consider when choosing an investment fund?

Which factors are most important when deciding where to put your money?

Things on the up for closed-ended funds

The message from the sector is a positive one.

Changes are afoot for the investment company sector

How will the industry be more accessible to retail investors?

What potential does the Smaller Companies sector hold?

An article from Neil Hermon, fund manager of Henderson Smaller Companies.

The outlook for the investment company industry by Andrew Bell, recently elected chairman of the AIC

AIC Chairman’s comment on the investment company industry.

Budget or bust?

Aberdeen Asset management host a debate with Andrew Neil, Presenter, and Fraser Nelson, Editor of the Spectator, on what the 2012 Budget means for Britain's future.

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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Killik’s Gilligan: Focus on Asia Dragon’s future not disappointing past

Don’t be put off by Asia Dragon's interim results and poor performance: key financials and a wide share price discount point to better things, says Mick Gilligan of Killik & Co.
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BSRT’s NAV falls on the back of a challenging market for junior miners

Baker Steel Resources Trust (BSRT) has released its annual results for the 12 months ending 31 December 2023. Over the year BSRT’s NAV per share decreased by 2.8%, compared with the increase in the MSCI World Metals and Mining Index of 13.8%. BSRT’s share price fell by 15.1%, finishing the year on a 48.8% discount. […]
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Ecofin U.S. Renewables dividend swept up by a tornado

Ecofin U.S. Renewables Infrastructure Trust (RNEW) released its annual financial results for the 12 months ending 31 December 2023: RNEW reported a negative NAV total return of -5.5% and share price total return of -28.0%. NAV per share decreased from 94.3 cents per share to 85.2 cents. The company’s total NAV was $117.7m as of […]
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Vietnam Enterprise Investments reports double digit NAV returns

Vietnam Enterprise Investments Limited (VEIL) has released its annual results for the 12 months ending 31 December 2023. VEIL has reported a NAV per share return of 10.5% over 2023, slightly below the Vietnam Index’s 11.1% gain, both in US$ total return terms. Over a 3-year period, VEIL still outperformed the Vietnam Index by 2.6%. […]
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Blackstone Loan Financing’s first results under its new wind-down policy

Blackstone Loan Financing (BGLF) has released its annual results for the 12 months ending 31 December 2023. BGLF reported a NAV total return of 10.39%, based on its published NAV, ending the period with a NAV of €0.9098 per share. BGLF also reports on an IFRS NAV basis, under which it returned a share price […]

Princess Private Equity Holding

29 April 2024

Introducing a well-defined buyback policy

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Schroder Income Growth

26 April 2024

Why Schroder Income Growth offers investors the best of both worlds.

Baillie Gifford Shin Nippon

26 April 2024

BGS’s portfolio is seeing strong sales growth but looks cheaper and cheaper.

Strategic Equity Capital

26 April 2024

Update research from QuotedData

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

29/04/2024 - 18:00

BlackRock Throgmorton Trust

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

29/04/2024 - 17:40

BlackRock Sustainable American Income

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Fidelity Japan Trust Plc - Transaction in Own Shares

29/04/2024 - 17:40

Fidelity Japan Trust

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Finsbury Growth & Income Trust Plc - Transaction in Own Shares

29/04/2024 - 17:40

Finsbury Growth & Income Trust

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Capital Gearing Trust Plc - Transaction in Own Shares

29/04/2024 - 17:20

Capital Gearing Trust

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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.