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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Experience counts

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

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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

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Beat the rush

David Prosser looks at the benefits of investing your ISA at the beginning of the tax year.

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Staying the course amid uncertainty in Europe

Amid rising volatility triggered by the Ukraine war, Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Trust PLC, review the current market dynamics across regional equity markets.

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AIC welcomes proposed reform to pension charges but cost concerns need to be addressed

AIC responds to Department of Work & Pensions paper, ‘Facilitating investment in illiquid assets’.

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Longest-serving investment company managers

Peter Spiller and other managers share lessons learned from decades of experience.

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The transformation of UK infrastructure investment

Ian Reeves, chairman of GCP Infrastructure Investments (GCP)

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More radical PRIIPS review needed without delay

AIC responds to FCA’s amendments to PRIIPS rules on consumer disclosure.

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Purchases of investment companies on adviser platforms reached all-time high in 2021

Flexible Investment sector saw highest net demand

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Fantastic four investment companies join the next generation of dividend heroes

26 investment companies have raised dividends for 10 to 19 consecutive years.

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Investment company dividend heroes

Magnificent seven investment companies have raised dividends for 50+ years.

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“Engaging investors” is key theme at annual AIC conference

AIC Chief Executive Richard Stone sets out his new vision for investment companies.

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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QD view – Vietnam, big on ambition

Vietnam celebrates its ‘Reunification Day’ on 30th April each year. The date, which is one of the largest public holidays in Vietnam, marks the day when North Vietnamese and Viet Cong forces captured what was then called Saigon (now Ho Chi Minh City), the capital of South Vietnam, ending the Vietnam War. This year marks […]
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QuotedData’s weekly news show 26th 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: • GCP Infrastructure (0:23) • Hipgnosis (3:55) • Riverstone Credit Opportunities (8:49) This week’s interview was with Ken Wotton from Strategic Equity Capital – watch it again […]
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JEMA shares slide as Russian bank tries to seize JPMorgan assets

Shares in JPMorgan Emerging Europe, Middle East and Africa (JEMA) have been hit as fund manager seeks to stop VTB bank seizing $440m of frozen assets it holds in Moscow.
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Stifel: Abrdn-Phoenix fee deal is new factor in UKCM-Tritax merger

The broker reveals that UK Commercial Property’s manager Abrdn has a fee rebate with Phoenix Life that might have a bearing on its proposed £6bn merger with Tritax Big Box.
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US Solar’s future hangs in balance with dividend target cut before vote

With a discontinuation vote looming, the small renewables fund slashes its dividend target but softens the blow with a $19m tender offer and the prospect of further capital returns.

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

Witan Investment Trust

25 April 2024

Business as usual for WTAN's executive team, while the board reviews investment management arrangement.

Transaction in Own Shares

26/04/2024 - 19:40

F&C Investment Trust PLC

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Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

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Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

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Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

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Transaction in Own Shares

26/04/2024 - 18:50

Impax Environmental Markets 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.