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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Income investors see light at the end of the tunnel

87% of income investors impacted by the pandemic.

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What are discounts and premiums?

Investment companies can trade above or below their net asset value. Find out about premiums and discounts.

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The benefits of diversification

Investment companies allow you to invest in a portfolio of diversified assets, avoiding the risk of having all your eggs in one basket.

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How do we explain gearing?

Discover how investment companies can borrow money to invest, and how this "gearing" is measured.

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Infrastructure sector responds to government’s budget plans

Investment company managers on private sector opportunities.

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Climate change tops investors’ ESG priorities as COP26 continues

‘E’ of ESG is most important to investors as a whole.

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Does skin in the game matter?

Faith Glasgow considers the importance of fund managers' transparency about their personal stakes in the investment companies they run to investors.

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AIC welcomes delay to proposed changes to Key Information Documents (KIDs)

“We are encouraged that the FCA has listened to industry concerns and is taking its time to get the changes to KIDs right.”

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One minute to midnight

Investment company managers comment on COP26, climate change and portfolio stars.

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"We cannot continue to waste two thirds of the energy we produce"

Managers discuss COP26, inflation, energy shortages and top sustainable themes.

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AIC: LTAF concerns remain

AIC warns questions persist about investor protection.

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Fossil fuel companies

Dinosaurs in a net zero future?

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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Martin Gilbert linked India trust seeks Abrdn fund merger

India Capital Growth, whose Ocean Dial fund manager is part of the new group of Aberdeen Asset Management founder Martin Gilbert, has made several merger approaches to Abrdn New India.
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Hipgnosis Song Management releases statement regarding recent issues

Hipgnosis Song Management, the investment advisor for Hipgnosis Songs Fund (SONG) has issued a statement regarding the recent issues surrounding the trust. It is outlined in full below.  “Hipgnosis Songs Fund is a self-managed investment trust with multiple specialist advisers, appointed by the Company’s Board, to advise the Board in their respective areas of expertise […]
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‘Complex’ trusts? How to answer Hargreaves’ test

Hargreaves Lansdown is asking some investors to answer four questions when they want to buy shares in a 'complex' investment trust. We provide the answers so you can trade.
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David Stevenson: Ship funds are sturdy vessels in the alt-income fleet

The UK stock market is badly mispricing Tufton Oceanic and Taylor Maritime, notwithstanding the global economic uncertainty.
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Stifel upgrades bid ‘target’ Gresham House Energy Storage

Battery fund jumps 5% after analyst Sachin Saggar lifts stock to ‘positive’ from ‘neutral’, saying the shares trade below the replacement cost of its storage systems.

Schroder Japan Trust

22 April 2024

Results analysis from Kepler Trust Intelligence.

HydrogenOne Capital Growth

22 April 2024

Hydrogen options maturing.

Ecofin Global Utilities and Infrastructure

19 April 2024

QuotedData's Weekly News & Interview

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.

Transaction in Own Shares

23/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

23/04/2024 - 19:00

Smithson Investment Trust PLC

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Transaction in Own Shares

23/04/2024 - 18:50

Polar Capital Global Financials Tst

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

23/04/2024 - 17:50

BlackRock Throgmorton Trust

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Transaction in Own Shares

23/04/2024 - 18:40

Bankers Investment Trust 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.