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
Fossil fuel companies
Dinosaurs in a net zero future?
Advisers call on FCA to strengthen investor protections following Woodford collapse
Liquidity mismatches seen as main reason for failure of Woodford Equity Income.
AIC responds to FCA consultation on Key Information Documents (KIDs)
KIDs should be suspended and a meaningful review announced in the Budget.
Don't let investors get burned again
Research shows devastating financial and emotional impact of Woodford collapse.
More than just a tax shelter
David Prosser considers the merits of VCTs as a long-term investment, rather than as a tax break.
Time for investors to return to property?
Ian Cowie looks at the opportunities for investors in commercial property investment companies.
VCTs’ vital role supporting small businesses through the pandemic
In H1 2020 VCTs invested £695 million in small UK businesses.
Going for a song: Should you buy a music royalties trust?
Hannah Smith explores how investors could make money from the creativity of music artists.
New fundraising record for investment companies already reached in 2021
Fundraising by existing companies this year tops the previous 2019 record for secondary fundraising.
Pension fund exposure to alternative assets must be built on firm foundations
Allocating funds to productive finance will require a balancing of the risks involved against expected returns says Richard Stone.
Winners of the AIC Media Awards 2021
The awards recognise the journalists who have best educated private investors and financial advisers about investment companies.
Exploring Japan’s “next gen” winners
Nicholas Price, portfolio manager of Fidelity Japan Trust, discusses why he continues to see strong opportunities in the underappreciated Japanese stock market. In particular, he highlights the Japanese pre-IPO market, where a surge in entrepreneurial activity is creating a new generation of growth companies.
Thematic research
Third-party thematic research on investment companies can be found below.
abrdn European Logistics Income’s NAV takes a hit as strategic review continues
JPMorgan Emerging EMEA Securities gets caught in VTB crossfire
GCP Infrastructure sells wind farm loan notes at 6.4% premium
QuotedData’s morning briefing 26 April 2024 – NBDD
Form 8.3 - Balanced Commercial Property Trust Ltd
26/04/2024 - 13:10
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
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An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
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.
