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

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.

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.

Quoted data logo

Aquila Energy Efficiency Trust provides detail on tender offer proposal

Aquila Energy Efficiency Trust (AEET) has published details of a tender offer under which up to 18.6% of its issued share capital may be repurchased at 94.28p per share, up to a maximum consideration of £17.5m. AEET is publishing a circular which we would suggest that shareholders read. AEET is seeking shareholders’ approval for the […]
Quoted data logo

Gresham House Energy Storage suspends dividends and buybacks for 2024

Gresham House Energy Storage (GRID) has published a trading update in advance of the publication of its annual results for the year ended 31 December 2023 expected on 29 April 2024. GRID’s chair, John Leggate, says “The BESS sector, the Company and its shareholders are going through the most challenging operating environment since the Company’s […]
Citywire logo

Gresham House Energy Storage cancels dividends and share buybacks to repay debt

A recent improvement in trading revenues still leaves the battery fund’s forecasts well below expectations, requiring close to a 12% cut in net asset value.
Quoted data logo

QuotedData’s weekly news show 19th April 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Hipgnosis (0:24) • Balanced Commercial Property Trust (6:25) This week’s interview was with Jean-Hugues de Lamaze from Ecofin Global Utilities & Infrastructure – watch it again […]
Quoted data logo

QD view – Hot stuff

Forget the Magnificent Seven, the Indian stock market has been the unsung hero of the past decade. The MSCI India has delivered an annualised return of 13.6%[1], that puts it ahead of the MSCI World (9.97%) and its emerging market peers (3.33%). The returns from the country’s small-and mid-cap sector have been even higher. With […]

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

Tetragon Financial Group

16 April 2024

FY23 growth driven by idiosyncratic factors.

Jupiter Green

16 April 2024

JGC's recovery is gathering momentum, but the discount has yet to react.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

Transaction in Own Shares

19/04/2024 - 19:30

Impax Environmental Markets PLC

Read more

Transaction in Own Shares

19/04/2024 - 19:20

BioPharma Credit PLC

Read more

Transaction in Own Shares

19/04/2024 - 19:20

Smithson Investment Trust PLC

Read more

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

19/04/2024 - 18:10

BlackRock Throgmorton Trust

Read more

TwentyFour Select Monthly Income Fund - Issue of Shares

19/04/2024 - 17:50

TwentyFour Select Monthly Income

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.