Compass: The AIC’s monthly newsletter

This month in Compass, our UK managers are gearing up for good times and Ian Cowie goes on an Indian adventure.

Latest articles, press releases and videos

Asset TV Image

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...

Image

FCA’s own liquidity management review casts doubt on LTAF decision

The AIC has responded to the FCA’s review of liquidity management in asset managers.

Asset TV Image

Investment Trust | AIC

In this Investment Trust session, we explore Generative AI, Yen Stability, and Corporate Governance with our speaker Nick Britton, Head of Intermediary Communications, AI...

Asset TV Image

Investment Trust | AIC

In this Investment Trust session, we explore Generative AI, Yen Stability, and Corporate Governance with our speaker Nick Britton, Head of Intermediary Communications, AI...

Image

AIC pays tribute to Helen Pridham with new Media Award

Helen Pridham Rising Star Award to recognise up-and-coming journalists.

Image

AIC celebrates 100th person to achieve Investment Company Accreditation

Nick Britton presents a certificate to Ahsan Vayani of Quilter Cheviot.

Image

Size isn’t everything

Smaller investment companies can be just the ticket for private investors, argues David Prosser.

Image

Selling LTAFs to retail investors could prove to be a mistake

The AIC has responded to today’s publication of the Financial Conduct Authority’s Policy Statement PS23/7.

Image

Meet the manager: Andrew Bell

Chief Executive Officer, Witan Investment Trust.

Image

Could AI “serve as a catalyst driving the biotech industry into the future”?

Biotechnology & Healthcare investment companies comment on the “bright” outlook for the sector.

Image

Bigging up Japan

David Prosser considers whether UK investors could benefit from more exposure to the world’s third largest economy.

Alliance Trust: How will a recession impact equities?

As fears that high interest rates may persist, we examine how a potential recession could affect equities with Ben Whitmore and C.T. Fitzpatrick in the latest ‘big question’ interview.

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

Tiny Ashoka Whiteoak launches bid for puffed out Asia Dragon

The £35m investment trust run by emerging markets star Prashant Khemka says it has positive feedback from 56% of shareholders for its proposed merger with the £600m Abrdn-managed Asia trust.
Quoted data logo

Ashoka WhiteOak Emerging Markets announces proposed transaction with the Asia Dragon Trust

Ashoka WhiteOak Emerging Markets (AWEM) has announced a proposed transaction with the Asia Dragon Trust (DGN). The proposal is supported in principle by a majority of DGN shareholders, with the company highlighting the opportunity for Asia Dragon shareholders to join an outperforming investment trust, with market-leading structural features, zero management fee and an annual redemption facility. […]
Quoted data logo

QuotedData’s morning briefing 7 May 2023 – APAX, SEIT, AEIT

In QuotedData’s morning briefing 7 May 2023: An affiliate of the Apax IX Fund in which Apax Global Alpha Limited (APAX) is a limited partner, announced the sale of its controlling interest in Healthium MedTech Ltd, a leading Indian medical devices player. This transaction values the look-through investment in Healthium at approximately €22.7m. This represents […]
Citywire logo

Laura Foll: Bank of England should stop following the Fed

There was a time for central bankers to act in unison, but the ‘special relationship’ between the US and UK should not extend to interest rates, says the Janus Henderson fund manager.
Citywire logo

Wefox 33% writedown mars Chrysalis’ first quarter progress

Big writedown in insurer Wefox leaves Chrysalis investors pinning hopes for growth capital fund's recovery on one disposal and the flotation of credit provider Klarna.

Henderson International Income

3 May 2024

Equity proposition

Canadian General Investments

3 May 2024

Adding to positive long-term performance record.

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.

Geographical Distribution

07/05/2024 - 11:30

Allianz Technology Trust PLC

Read more

Block Listing Approval

07/05/2024 - 11:30

CQS New City High Yield Fund Ltd

Read more

Geographical Distribution

07/05/2024 - 11:30

Merchants Trust PLC

Read more

Geographical Distribution

07/05/2024 - 11:30

Brunner Investment Trust PLC

Read more

Form 8.3 - UK Commercial Property REITLimited

07/05/2024 - 11:20

PGGM Vermogensbeheer BV

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.