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
Investment company 2023 review
Mergers, buybacks, liquidations and manager changes dominate corporate activity.
New year, new beginnings: what is your biggest cause for concern in 2024?
Annabel Brodie-Smith discusses concerns for 2024 with James Hart, Alex Wright and Emily Fletcher.
Change in capital requirements for brokers could bring down cost of trading investment companies
The AIC warmly welcomes the Prudential Regulatory Authority’s (PRA’s) policy statement on the amount of capital brokers have to hold to make markets in investment company shares.
New year, new beginnings: what is your biggest cause for optimism in 2024?
A panel of experts discuss their biggest causes for optimism in the coming year.
New year, new beginnings: what did you enjoy most about managing your trust this year?
James Hart, Alex Wright and Emily Fletcher, Co-Manager of BlackRock Frontiers reveal their favourite parts of managing their trusts this year.
In praise of renewable energy funds
David Prosser looks at investment opportunities in renewable energy.
New year, new beginnings: Investment company review of 2023 and outlook for 2024
Featuring comments from James Hart, Investment Director of Witan Investment Trust, Alex Wright, Portfolio Manager of Fidelity Special Values, Emily Fletcher, Co-Manager of BlackRock Frontiers.
Putting on the pounds
Ian Cowie celebrates some healthy returns this year
Follow the emerging stars
Cherry Reynard seeks growth in emerging markets.
Hardman Talks | Widening discounts in investment companies
Keith Hiscock and Riccardo Bindi are joined by Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, to talk about discounts to net asset value in the sector.
Top-performing investment company sectors in 2023
Private Equity comes first, followed by Technology this year.
Fund manager poll
Information technology tipped for the top in 2024.
Thematic research
Third-party thematic research on investment companies can be found below.
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
HydrogenOne Capital Growth
22 April 2024
HydrogenOne (HGEN) holds a distinctive and concentrated portfolio of assets across the entire hydrogen value chain (95% private, 2% public). In its FY23 results, its NAV and NAV per share increased 6% y-o-y to £132.7m and 103p, respectively. Total revenue from its portfolio companies grew 125% y-o-y to £74m. Throughout FY23 the fund continued with follow-on investments, totalling £10.6m. It had a cash position of £4.6m at end-FY23 and an additional £2.3m in listed hydrogen companies. The fund currently trades at a 57% discount to NAV.
CC Japan Income & Growth Trust
18 April 2024
CCJI's differentiated investment approach has led to sector-leading performance.
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
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.
