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

Image

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.

Image

A quick swap for extra value?

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

Image

In praise of share buybacks

David Prosser explores how boards are turning to share buybacks to address wide discounts.

Venture Capital: Downside Protection and Portfolio Resilience

Molten Ventures, Augmentum Fintech and Seraphim Space debunk common myths about VC investments and discover how they differ from listed equities.

Image

Investment companies show their colours

David Prosser reflects on the features that make investment companies unique.

Image

A change in fortunes for private equity trusts?

David Prosser explores whether the tide might finally be turning for private equity trusts and their investors.

Image

Meet the manager: Jean Roche

Lead Fund Manager of Schroder UK Mid Cap Fund.

Image

Cost of university is more daunting than ever

More than half of current or prospective university students have considered not going to university because of the costs involved.

Asset TV Image

Investment Trust Update | 8th August 2023

In this update, Rory Palmer discusses RIT Capital Partners' records 'broadly flat' NAV total return in H1 2023; abrdn Smaller Companies Income Trust set to merge with Sh...

Image

Taking the fight to climate change

David Prosser looks at investment companies with a positive environmental impact.

Image

20 investment companies achieve dividend hero status

There are now 20 investment companies that are dividend heroes, having increased their annual dividends for 20 years in a row.

Thematic research

Third-party thematic research on investment companies can be found below.

From riches to rags to riches, is this time really different for Japan?

2 May 2024

Japan's decade-long corporate governance push is finally leading to significant improvements to underlying Japanese businesses...

Pretty, pretty, pretty good

17 April 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?

Citywire logo

‘Buy’ Temple Bar as bids and buybacks provide the catalyst UK badly needs

‘Valuation agnostic selling’ by investors has depressed the UK stock market but a rebound is on the cards and this equity income trust is a good way to play it.
Citywire logo

UK bid frenzy drives Fidelity Special Values ahead of benchmark

Five of the UK investment trust’s top-10 performers attracted takeover approaches or speculation in the trust’s half-year to February, says fund manager Alex Wright.
Citywire logo

UK ‘dislocation’: Schroder Income Growth makes first buyback in 16 years

UK equity income trust’s one share transaction is not much but, seen in the context of £100bn of company share buybacks and a surge in bids, it shouts the extreme value in domestic stocks.
Citywire logo

Columbia drops Sam Cosh from European Assets and cuts fee

Columbia Threadneedle appoints Mine Tezgul, head of its European smaller companies team, to run the £350 trust struggling after a long period of underperformance.
Quoted data logo

Positive outlook for Chrysalis after solid start to the year

Chrysalis Investments (CHRY) announced a trading update for the three month period to 31 March 2023. The company saw a 4.09 pence per share increase in NAV, equivalent to 2.3%. This was driven predominately by movement in the fair value of the portfolio which added 5.15 pence per share, with foreign exchange generating an adverse […]

Greencoat UK Wind

1 May 2024

Flash update from Kepler Trust Intelligence

Schroder Income Growth

1 May 2024

Results analysis from Kepler Trust Intelligence.

Vietnam Enterprise Investments

30 April 2024

Results analysis from Kepler Trust Intelligence.

Merchants Trust

30 April 2024

Celebrating its 135th anniversary 

Mercantile

30 April 2024

MRC's performance has recovered, yet the trust remains at a wide discount.

Weiss Korea Opportunity Fund - Annual Report and Audited Financial Statements for the year ended 31 December 2023

02/05/2024 - 18:30

Weiss Korea Opportunity Fund

Read more

Result of AGM

02/05/2024 - 19:20

RIT Capital Partners PLC

Read more

Transaction in Own Shares

02/05/2024 - 19:20

BioPharma Credit PLC

Read more

BlackRock Greater Europe Investment Trust Plc - Half-year Report

02/05/2024 - 18:20

BlackRock Greater Europe

Read more

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

02/05/2024 - 18:00

BlackRock Throgmorton Trust

Read more

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.