Compass: The AIC’s monthly newsletter

This month in Compass, Ian Cowie goes on a hunt for ISA millionaire trusts and Faith Glasgow investigates what mergers mean for investors.

Latest articles, press releases and videos

Image

Queen’s Platinum Jubilee

Experts explain why investment companies continue to be successful.

Image

Winners of the AIC Shareholder Communication Awards 2022 announced

The awards recognise exceptional shareholder communication by AIC member investment companies and their managers.

Image

Inflation, what inflation?

Investment company managers on prospects for Japan.

Image

Investments to preserve your wealth

David Prosser discusses how investment companies can help investors to preserve their wealth in tough economic times.

Image

Sale now on: big-name investment companies on wide discounts

Faith Glasgow looks for bargains among mainstream investment companies.

Image

Where next for investors in open-ended property funds?

Property investment companies are the better option.

Image

The outlook for China

Fidelity China Special Situations portfolio manager Dale Nicholls provides an update on the trust and reflects on what has been a very challenging period for investors.

Image

Fidelity Asian Values: Getting inside the manager’s head

Fidelity Asian Values portfolio manager Nitin Bajaj provides a detailed insight into his small-cap value investment approach at a time he’s finding many attractive opportunities and utilising the investment trust’s ability to gear in order to take advantage.

Image

Investment company managers on the outlook for oil and gas

“Russian supply will continue to decline under almost any scenario”.

Image

Must do better

Investment company managers’ verdict on the government’s new energy strategy.

Image

Experience counts

Ian Cowie on lessons he's learned during the coronavirus crisis.

Image

SMEs to benefit from record funding as VCTs raise over a billion in 2021/22 tax year

VCTs raise £1.13bn in the tax year to 5 April 2022

Thematic research

Third-party thematic research on investment companies can be found below.

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.

Investment company liquidity – steady as she goes, but could be better

19 March 2024

A review of investment company liquidity in London since 2016.

Listed private equity – Performing a balancing act

6 March 2024

UK-listed private equity investment companies maintained strong NAV total returns (TR) over the last five and 10 years of c 14% per year on average, despite recent monetary tightening and other macro headwinds.

Quoted data logo

QD view – What goes down must come up?

The UK has become a bit of punching bag in recent times, stumbling from one crisis to another while presiding over an economy stuck in neutral. In many respects, it’s of little surprise its benchmark index has trailed the MSCI All Countries World index by almost 50% over the last five years. Of late, stubborn […]
Citywire logo

Baillie Gifford Shin Nippon offers 15% tender if slump continues

Increasing investor activism in Japan has upped the flight from small high-tech growth stocks, argues the trust, as it offers a 15% exit if performance doesn't improve by 2027.
Citywire logo

Londonmetric says it won’t bid for UK Commercial Property

The coast seems increasingly clear for Tritax Big Box to clinch a merger with Abrdn stablemate UK Commercial Property after Londonmetric rules out making a counter bid.
Citywire logo

Hipgnosis Songs: Fund manager fell ‘below music industry standards’

Shares in royalties fund leap as due diligence report accuses Hipgnosis Song Management of multiple failings and board says it will decide the company's future in a month.
Quoted data logo

Newly enlarged Henderson High Income beats benchmark over 2023

Henderson High Income says its NAV total return for 2023 was +9.8% compared with the benchmark return of +8.1%, an outperformance of +1.7%. Unfortunately, the emergence of a discount meant that the share price total return was +0.9%, with the share price ending the year at a discount to NAV of 7.7% having started 2023 […]

Oakley Capital Investments

28 March 2024

Oakley Capital Investments – executive interview

Allianz Technology

27 March 2024

ATT offers significantly discounted exposure to the technology sector. 

Greencoat UK Wind

25 March 2024

 Acquisitions generating more green

Witan Investment Trust

22 March 2024

QuotedData's Weekly News & Interview.

Henderson EuroTrust

22 March 2024

Proposed merger with Henderson European Focus Trust.

BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

28/03/2024 - 18:50

BlackRock Sustainable American Income

Read more

Holding(s) in Company

28/03/2024 - 19:30

Aquila European Renewables PLC

Read more

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

28/03/2024 - 18:30

BlackRock Throgmorton Trust

Read more

BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

28/03/2024 - 18:30

BlackRock Smaller Companies

Read more

Holding(s) in Company

28/03/2024 - 19:10

European Smaller Companies Tst PLC

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.