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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Top performing investment trust ISAs over the last 25 years

18 trusts returned over £100,000 from a one-off £7,000 investment.

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Investment Trust Update | March 2024

In the latest Investment Trust Update, Rory Palmer discusses the enduring concerns for the BlackRock World Mining Fund, the AIC Dividends Hero list and the open letter to...

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Meet the manager: Linda Lin

Co-Manager of Baillie Gifford China Growth.

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Dividend heroes

Ten investment trusts have raised dividends for 50+ years.

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Keynote: Cost disclosures with Baroness Ros Altmann

Richard Stone, Chief Executive of the Association of Investment Companies, discusses challenges with Baroness Ros Altmann, emphasizing regulatory issues leading to mislea...

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The changing face of investment trusts

How the industry has changed since 1999.

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Better times ahead for UK plc?

David Prosser explores opportunities for investors in small- and mid-cap stocks.

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Merger magic

Faith Glasgow on investment trust mergers and what they mean for investors.

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Spring Budget 2024: all UK-listed companies should be eligible for the UK ISA

The AIC has commented on the proposed introduction of a UK ISA.

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Why is fund management still a man's world when 41% of investment trust directors are women?

12% of fund managers are women.

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Who wants to be an ISA millionaire?

Ian Cowie dives into the investment trusts that would have made you over £1,000,000.

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Is biotech back?

David Prosser asks whether the drug discovery sector might be on the road to recovery.

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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Riverstone’s green debt fund too small to carry on

Ahead of a five-year exit opportunity for investors, board of £77m Riverstone Credit Opportunities Income decides to wind down and return capital to investors.
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Bidding war for Hipgnosis steps up a notch

In a further development to the recent offers by Concord Chorus Limited and Blackstone Europe for the assets of Hipgnosis’s (SONG) over the past week ( discussed here, and here), Concord Chorus Limited has announced that it has reached agreement on the terms of an increased cash offer. This is at an increased price of […]
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Concord Chorus calls Blackstone’s bluff and lifts Hipgnosis bid

The US music rights group defies the threat of legal action by Blackstone and ups its cash offer for Hipgnosis Songs to $1.25 a share, valuing the company at $1.51bn.
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Boussard & Gavaudan heads towards wind down

Boussard & Gavaudan Holding (BGHL) announced its annual results for the 12 month period to 31 December 2023.  The NAV for the Euro shares decreased by 0.79% and the Sterling shares increased by 0.57%, whilst the market price of BGHL’s Euro shares increased by 13.51% and the market price of the Sterling shares increased by […]
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Challenging year for GABI as wind down looms

GCP Asset Backed Income Fund (GABI) announced its annual report for the year end 31 December 2023. The company delivered a NAV total return of 5%, although the share price total return was -14.1%, leading to a large increase in the discount which now sits at 27%. The company did announce profits of £18.3 million […]

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Seraphim Space

24 April 2024

Vantage: Seraphim Space’s Mark Boggett on a booming space economy and a maturing portfolio 

International Public Partnerships

24 April 2024

Consistently and responsibly delivering.

HydrogenOne Capital Growth

23 April 2024

Update from QuotedData

JPMorgan Global Emerging Markets Income

23 April 2024

JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets.

Premier Miton Global Renewables Trust Plc - Dividend Declaration

25/04/2024 - 15:20

Premier Miton Global Renewables

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Form 8.3 - Balanced Commercial Property Trust Ltd

25/04/2024 - 15:40

State Street Global Advisors

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Holding(s) in Company

25/04/2024 - 15:30

Real Estate Credit Investments Ltd

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Form 8.3 - Tritax Big Box REIT plc

25/04/2024 - 15:30

State Street Global Advisors

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Transaction in Own Shares

25/04/2024 - 15:30

International Public Partnerships

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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.