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

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AIC responds to HMRC’s consultation on stamp taxes on shares

The AIC has issued the following comment.

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How much more pain is there to come?

Investment company managers on interest rates, inflation and bond markets.

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Putting their money where their mouth is

Directors’ personal stakes in investment companies show their interests are aligned with shareholders, argues David Prosser.

What's the outlook for private equity over the medium to long term?

Helen Steers from Pantheon International, Richard Pindar from Literacy Capital, and Colm Walsh from ICG Enterprise give their views on the outlook for the sector.

Demystifying private equity (full video)

Private equity managers discuss the challenges and opportunities for the sector: Helen Steers, Pantheon International, Richard Pindar, Literacy Capital and Colm Walsh, ICG Enterprise.

What is your ESG strategy? How are your investee companies helping with the issues?

Managers from ICG Enterprise, Pantheon International and Literacy explain their ESG strategy and how their investee companies are helping to contribute to social and environmental issues.

What’s your view on the discount/premium on your trust. Could it represent a buying opportunity?

Managers from Pantheon International, Literacy Capital, and ICG Enterprise explain why their trust could be a buying opportunity.

Private equity managers respond to the recent criticisms of the sector

Private equity managers from ICG Enterprise, Literacy Capital and Pantheon International answer questions on the valuation of portfolio companies, high fees, and the buyback of shares.

How are private equity portfolio companies faring in the current challenging economic conditions?

The AIC spoke to private equity managers from Pantheon International, Literacy Capital and ICG Enterprise to hear their views on the challenging economic environment.

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Go woke, not broke

Greater diversity on investment company boards is good for shareholders, writes David Prosser.

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Battling the scourge of inflation

David Prosser looks at how investment companies can help protect the real value of your savings.

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Investment companies with exposure to generative AI

There are 20 AIC investment companies set to benefit from generative artificial intelligence (AI).

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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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.
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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. […]
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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 […]
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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.
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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.

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.

Form 8.5 (EPT/NON-RI) UK Commercial Property REIT

07/05/2024 - 11:50

Jefferies International Limited.

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Geographical Distribution

07/05/2024 - 11:30

Allianz Technology Trust PLC

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Block Listing Approval

07/05/2024 - 11:30

CQS New City High Yield Fund Ltd

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Geographical Distribution

07/05/2024 - 11:30

Merchants Trust PLC

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Geographical Distribution

07/05/2024 - 11:30

Brunner Investment Trust PLC

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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.