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

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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Hipgnosis Song Management releases statement regarding recent issues

Hipgnosis Song Management, the investment advisor for Hipgnosis Songs Fund (SONG) has issued a statement regarding the recent issues surrounding the trust. It is outlined in full below.  “Hipgnosis Songs Fund is a self-managed investment trust with multiple specialist advisers, appointed by the Company’s Board, to advise the Board in their respective areas of expertise […]
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‘Complex’ trusts? How to answer Hargreaves’ test

Hargreaves Lansdown is asking some investors to answer four questions when they want to buy shares in a 'complex' investment trust. We provide the answers so you can trade.
Citywire logo

David Stevenson: Ship funds are sturdy vessels in the alt-income fleet

The UK stock market is badly mispricing Tufton Oceanic and Taylor Maritime, notwithstanding the global economic uncertainty.
Citywire logo

Stifel upgrades bid ‘target’ Gresham House Energy Storage

Battery fund jumps 5% after analyst Sachin Saggar lifts stock to ‘positive’ from ‘neutral’, saying the shares trade below the replacement cost of its storage systems.
Quoted data logo

Temple Bar’s manager speaks out against Royal Mail bid

Ian Lance, co-manager of Temple Bar, had this to say: We note the statement from the Board of IDS confirming that on 9 April 2024 it received a preliminary and conditional non-binding proposal from EP Group regarding a possible cash offer for the entire issued and to be issued share capital of International Distribution Services […]

Schroder Japan Trust

22 April 2024

Results analysis from Kepler Trust Intelligence.

HydrogenOne Capital Growth

22 April 2024

Hydrogen options maturing.

Ecofin Global Utilities and Infrastructure

19 April 2024

QuotedData's Weekly News & Interview

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

Ashoka WhiteOak Emerging Markets Trust Plc - Holding(s) in Company

23/04/2024 - 13:50

Ashoka WhiteOak Emerging Markets

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Cohen & Steers Capital Management - Form 8.3 - Tritax Big Box REIT plc

23/04/2024 - 13:50

Tritax Big Box REIT

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BlackRock Frontiers Investment Trust Plc - Mandatory closed period - Compliance with Market Abuse Regulations

23/04/2024 - 13:20

BlackRock Frontiers

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Form 8.3 - abrdn European Logistics Income plc

23/04/2024 - 14:00

Brewin Dolphin Limited

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Form 8.3 - Tritax Big Box REIT plc

23/04/2024 - 14:00

Brewin Dolphin Limited

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Glossary

Familiarise yourself with industry terminology.

Research tools

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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.