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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Sam Morse shares his thoughts on Fidelity European Values’ 30th anniversary

To mark the 30th anniversary of the launch of the Fidelity European Trust, What Investment’s editor-in-chief Lawrence Gosling spoke to the current lead portfolio manager Sam Morse.

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UK M&A surge highlights undervalued domestic opportunities

Jonathan Winton, co-portfolio manager of Fidelity Special Values, discusses the surge of activity in UK M&A bids.

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AIC welcomes DWP consultation on pension charge cap

Proposals could help pension savers benefit from alternative assets.

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A Christmas present for their future

Saving for children with investment companies.

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AIC releases educational glossary videos

The six videos aim to help investors understand investment companies.

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Demand for ESG investing will increase, say 89% of advisers

79% say that investing should make a positive difference as well as a financial return.

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Greening your savings

David Prosser asks how investment companies can help in tackling climate change.

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What is a collective investment fund?

Learn more about collective investments, where investors pool their money to invest in a portfolio of assets.

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What does being closed-ended mean?

Find out about closed-ended funds and how they differ to open-ended funds.

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How much does ESG really matter to investors?

Performance, charges, fund manager and asset management company all come first according to new research.

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Revenue reserves and dividend cover

Learn how investment companies use their revenue reserves to maintain stable dividends.

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Income investors see light at the end of the tunnel

87% of income investors impacted by the pandemic.

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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Invesco: The more Action that 3i Group has, the better!

‘This is probably one of the best examples of our process,’ says Invesco’s Stephen Anness as his global income fund’s 6% stake in 3i is boosted by the rise of discount retailer Action.
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Apollo-backed Concord cheers Hipgnosis investors with $1.4bn bid

Update: Shares in Hipgnosis Songs soar after Concord, a US group that bought Round Hill Music Royalty last year, offers a 4% cash premium for their highly discounted stock.
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Our search for income – a deep dive presentation on the renewable and infrastructure sectors

In this video, Edward Marten CEO of QuotedData and James Carthew Head of Investment Companies talk about the search for income, and where to find attractive opportunities in the current market. Their presentation (at Master Investor, the UK’s largest private investor show, on the QuotedData stage) explains why it’s worth taking a fresh look at […]
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Alliance Trust lets Ben Whitmore go and picks ARGA for global value

Willis Towers Watson, adviser to the £3.5bn multi-manager trust, drops Ben Whitmore after he leaves Jupiter and appoints US value manager ARGA instead.
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Legal battle over Home Reit collapse begins

Home Reit, the homeless accommodation provider whose shares were suspended in January last year, issues letters of claim against former fund manager Alvarium and rebuts legal challenge from its shareholders.

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.

Murray Income

15 April 2024

Delivering income and capital growth.

JPMorgan Global Core Real Assets

12 April 2024

QuotedData's Weekly News & Interview.

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

18/04/2024 - 18:40

BlackRock Throgmorton Trust

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Transaction in Own Shares

18/04/2024 - 19:20

BioPharma Credit PLC

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Notice of AGM

18/04/2024 - 19:00

BioPharma Credit PLC

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Transaction in Own Shares

18/04/2024 - 19:00

Smithson Investment Trust PLC

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Transaction in Own Shares

18/04/2024 - 19:00

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.