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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Winner of AIC Shareholder Engagement Award to be announced in September

“Biggest platforms in sector” leading on shareholder engagement – lang cat.

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Investment Trust Outlook | Asia - July 2023

What is the outlook for Asian equities and where are the attractive risks that are worth backing? Experts from abrdn and Schroders join us to discuss:

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In search of income

David Prosser on the investment companies with dividends that can compete with the best savings accounts.

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Meet the manager: Job Curtis

Portfolio Manager of City of London Investment Trust.

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Upfront investment or regular savings?

David Prosser examines which approach delivers better returns over time.

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AIC responds to Treasury Committee report on venture capital

Call for urgent action on VCTs’ sunset clause.

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Investment Trust Edge | 13th July 2023

In this Investment Trust Edge episode, we are joined by two expert Emma Bird, Head of Investment Trusts Research, Winterflood Investment Trusts, and James Carthew, Head o...

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Investment Trust Edge | 13th July 2023

In this Investment Trust Edge episode, we are joined by two expert Emma Bird, Head of Investment Trusts Research, Winterflood Investment Trusts, and James Carthew, Head o...

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Still waiting for the private equity recovery

David Prosser on the Chancellor’s push to get pensions investing in private companies.

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Taking the fight to inflation

David Prosser goes in search of inflation-busting income and capital growth.

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Investment company H1 2023 review

Investment companies raised just under £1bn in tough first half.

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Investment Trust Update | 7th July 2023

In this investment trust update, Ken McCullagh steps down as the chair of abrdn’s UK Commercial Property REIT, Civitas Social Housing announces a 16.5% share price decl...

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?

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‘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.
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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.
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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.
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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.
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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 […]

Schroder Income Growth

1 May 2024

Results analysis from Kepler Trust Intelligence.

Greencoat UK Wind

1 May 2024

Flash update 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

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Result of AGM

02/05/2024 - 19:20

RIT Capital Partners PLC

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Transaction in Own Shares

02/05/2024 - 19:20

BioPharma Credit PLC

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BlackRock Greater Europe Investment Trust Plc - Half-year Report

02/05/2024 - 18:20

BlackRock Greater Europe

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

02/05/2024 - 18:00

BlackRock Throgmorton Trust

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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.