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
ISA millionaires
Ian Cowie ditches bitcoin for investment companies.
AIC releases educational video – ‘Venture Capital Trusts Explained’
‘Venture Capital Trusts Explained’ is an easy-to-understand animation explaining what VCTs are, what they invest in, the associated risks and the tax incentives on offer.
Investment companies for your ISA
Adviser recommendations for millennials, mid-life investors and retirees.
Venture capital trusts explained
Find out what VCTs are, what they invest in, the risks and the tax benefits on offer.
Here comes the taxman
David Prosser explains how to prepare for tax changes ahead of the spring budget.
Desirable discounts?
Faith Glasgow goes shopping for investment company bargains.
A new dawn
Ian Cowie discusses the implications of the Biden presidency.
China-US tensions likely for “decades to come”
Managers comment ahead of Chinese New Year.
AIC to publish investment company ESG disclosures
In response to the growing demand from investors for information on ESG criteria and policies, the AIC is to launch individual investment company ESG disclosures on its website.
ESG disclosure on AIC website: request for contact details
Members requested to provide contact details for ESG disclosures on AIC website.
Cherry picking
Ian Cowie highlights three investment themes to prove profitable in 2021.
Has value had its day?
Esther Armstrong tackles the age-old debate.
Thematic research
Third-party thematic research on investment companies can be found below.
BSRT’s NAV falls on the back of a challenging market for junior miners
Ecofin U.S. Renewables dividend swept up by a tornado
Vietnam Enterprise Investments reports double digit NAV returns
Blackstone Loan Financing’s first results under its new wind-down policy
GRID forced to suspend dividends on falling earnings
Form 8.3 - Balanced Commercial Property Trust Ltd
29/04/2024 - 14:00
Form 8.3 - [UK Commercial Property REIT Ltd]
29/04/2024 - 13:30
Form 8.3 - [Balanced Comm Property Trust]
29/04/2024 - 13:30
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
If you're new to investment companies, find out what they're all about here.
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.
