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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Wealth managers are shopping for bargains amid wide discounts, research shows

Discretionary fund managers have increased their usage of investment trusts since 2020 and those who use trusts are looking to add to their exposure, according to Research in Finance.

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The return of VCTs

David Prosser explores the benefits of VCTs that make them so popular with investors.

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UK smaller companies: “the prevailing, extremely negative positioning and sentiment only enhances the opportunity”

The AIC UK Smaller Companies sector has a history of strong performance following economic and market downturns.

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Takeover time?

David Prosser explores how mergers and acquisitions of investment companies could prove exciting for investors.

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Winners of the Shareholder Communication Awards 2023

The Association of Investment Companies (AIC) has announced the winners of its Shareholder Communication Awards 2023.

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Winners of the AIC Media Awards 2023

The Association of Investment Companies (AIC) has announced the winners of the AIC Media Awards 2023.

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A one-stop shop for diversification

David Prosser explores how investment companies in the AIC’s Flexible Investment sector can simplify the process of diversifying your portfolio.

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interactive investor wins AIC Shareholder Engagement Award for the third year in a row

interactive investor has been recognised for its initiatives to empower investment company shareholders, winning the AIC Shareholder Engagement Award 2023.

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AIC to host second investment company showcase with guest speaker Nick Robinson

The Association of Investment Companies (AIC) will hold the next Investment Company Showcase on Friday 20 October 2023.

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Gearing up for growth

David Prosser explores how investment companies’ borrowing can boost returns for investors.

How Space Will Change Your World | Seraphim Space Investment Trust

Find out how space technology has the potential to transform and improve life on Earth.

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A quick swap for extra value?

David Prosser explains the benefits of switching from open-ended funds to their investment company counterparts.

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.

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

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

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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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

26/04/2024 - 17:30

BlackRock Sustainable American Income

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Invesco Asia Trust Plc - Transaction in Own Shares

26/04/2024 - 17:20

Invesco Asia Trust

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Finsbury Growth & Income Trust Plc - Transaction in Own Shares

26/04/2024 - 17:20

Finsbury Growth & Income 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.