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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Saving for student days

Investment companies could provide benefits for families thinking about future education costs.

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Surviving shock

Ian Cowie discusses how investment companies have continued to perform well despite global stock market shocks over the past twenty years.

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Under the bonnet of the flexible sector

Faith Glasgow looks at the diverse make-up of assets embraced by the flexible sector and what unites them.

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How will Canadian investments be affected by the federal election?

Investment company managers comment on their Canadian holdings.

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Freetrade interviews Elmley de la Cour

Elmley de la Cour from the AIC discusses investment companies with Freetrade's Dan Lane.

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Parents and students underestimate student debt as A-Level results day approaches

The official figure is £45,000.

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Investment company purchases on adviser platforms reach record high in first quarter of 2021

Over 1,800 firms are using investment companies.

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AIC appoints Richard Stone as Chief Executive

The AIC has appointed Richard Stone as Chief Executive of the Association effective from 13 September 2021.

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AIC says FCA’s PRIIPs performance proposals are “a step in the right direction” but other changes are “underwhelming”

AIC responds to the FCA’s Consultation Paper on PRIIPs.

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Pandemic puts off a quarter of young people from university

89% of students say COVID made university worse value for money.

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Winners of the AIC Shareholder Communication Awards 2021 announced

The AIC reveals the winners of its annual awards.

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An easy choice

Investment companies versus single stocks – Ian Cowie gives his verdict.

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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Fair Oaks Income continues to provide a strong, well-covered yield

Fair Oaks Income (FAIR) has announced its annual results for the year ended 31 December 2023, during which it provided an NAV total return for its 2021 shares of 12.98% (31 December 2022: -0.90%) and 13.82% per realisation share (31 December 2022: 0.5%). Share price total returns were stronger at 30.94% for the 2021 shares […]
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QuotedData’s morning briefing 19 April 2024 – HOME

In QuotedData’s morning briefing 19 April 2024: Home REIT (HOME) has sold a further 65 properties at auction for a total of £15.9m, representing 4.8% of the company’s portfolio by value and in line with the August 2023 draft valuation. Since August 2023, the company has completed on the sale of 533 properties and exchanged on a […]
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The Big Question – Is the global economy heading for a hard, soft or no landing?

Interview with Lyrical Asset Management’s Andrew Wellington and GQG Partners’ Brian Kersmanc. Andrew and Brian discuss the impact and influence of macro on portfolio positioning and take a look at current stocks of interest?
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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.

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.

Q1 2024 Portfolio Update & Recent Activity

19/04/2024 - 08:10

Riverstone Credit Opps. Inc PLC

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Block listing Interim Review

19/04/2024 - 08:10

Ashoka India Equity Investment Tst

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Board Appointment

19/04/2024 - 08:10

International Public Partnerships

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Compliance with Market Abuse Regulation

19/04/2024 - 08:10

Odyssean Investment Trust PLC

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Compliance with Market Abuse Regulation

19/04/2024 - 08:10

AVI Global 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.