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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Now is the time for an investment health check

David Prosser urges you to evaluate your portfolio and think about financial goals.

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A price worth paying

Faith Glasgow looks at buying investment companies on a premium.

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Pot of gold

Ian Cowie reflects on the positives in his portfolio this year.

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What type of investor are you?

David Prosser examines the passive vs active debate and explains where investment companies fit in.

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In praise of patience

David Prosser explains why it pays off to invest for the long term.

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Asian persuasion

Ian Cowie compares reactions to COVID in Asia and Europe.

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Why most trusts have so far maintained their payouts

Kyle Caldwell analyses the resilience of income paying investment companies.

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How to invest in an investment company

Once you've decided which investment company you want to invest in, what happens next?

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On the contrary

Ian Cowie explains why it could be time to bag a British bargain.

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Climate conscious

Faith Glasgow looks at the Renewable Energy Infrastructure sector.

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Investment trusts prove their worth to income seekers

Highlighting the AIC dividend heroes, David Prosser explains the benefits of the closed-ended structure for consistent dividend payments.

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The homebody economy

Schroder’s Jean Roche explains the potential rewards of investing in the UK.

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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Killik’s Gilligan: Focus on Asia Dragon’s future not disappointing past

Don’t be put off by Asia Dragon's interim results and poor performance: key financials and a wide share price discount point to better things, says Mick Gilligan of Killik & Co.
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BSRT’s NAV falls on the back of a challenging market for junior miners

Baker Steel Resources Trust (BSRT) has released its annual results for the 12 months ending 31 December 2023. Over the year BSRT’s NAV per share decreased by 2.8%, compared with the increase in the MSCI World Metals and Mining Index of 13.8%. BSRT’s share price fell by 15.1%, finishing the year on a 48.8% discount. […]
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Ecofin U.S. Renewables dividend swept up by a tornado

Ecofin U.S. Renewables Infrastructure Trust (RNEW) released its annual financial results for the 12 months ending 31 December 2023: RNEW reported a negative NAV total return of -5.5% and share price total return of -28.0%. NAV per share decreased from 94.3 cents per share to 85.2 cents. The company’s total NAV was $117.7m as of […]
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Vietnam Enterprise Investments reports double digit NAV returns

Vietnam Enterprise Investments Limited (VEIL) has released its annual results for the 12 months ending 31 December 2023. VEIL has reported a NAV per share return of 10.5% over 2023, slightly below the Vietnam Index’s 11.1% gain, both in US$ total return terms. Over a 3-year period, VEIL still outperformed the Vietnam Index by 2.6%. […]
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Blackstone Loan Financing’s first results under its new wind-down policy

Blackstone Loan Financing (BGLF) has released its annual results for the 12 months ending 31 December 2023. BGLF reported a NAV total return of 10.39%, based on its published NAV, ending the period with a NAV of €0.9098 per share. BGLF also reports on an IFRS NAV basis, under which it returned a share price […]

Princess Private Equity Holding

29 April 2024

Introducing a well-defined buyback policy

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Strategic Equity Capital

26 April 2024

Update research from QuotedData

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

BH Macro Limited - Q1 2024 Investor Statement

29/04/2024 - 16:00

BH Macro

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BH Macro Limited - Q1 2024 Investor Statement

29/04/2024 - 16:00

BH Macro

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Miton UK Microcap Trust Plc - Monthly Factsheet

29/04/2024 - 15:30

Miton UK Microcap Trust

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The Diverse Income Trust Plc - Monthly Factsheet

29/04/2024 - 15:10

Diverse Income Trust

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Monthly Fact Sheet as at 31 March 2024

29/04/2024 - 15:50

CQS New City High Yield Fund Ltd

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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.