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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Making a dent in student debt

David Prosser examines the benefits of investment companies when saving for university fees.

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Passport to profits

The US is in the spotlight as Ian Cowie explains the importance of investing internationally.

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A strange love of daily redemption

Ian Sayers, Chief Executive of the AIC, learns to stop worrying and love notice periods.

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Your investment company: having your say

Discover how investment companies, unlike other funds, enable your voice to be heard.

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Picking property

David Prosser explains the benefits of the closed-ended investment company structure for investing in property.

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Where to find comfort amid the income drought

David Prosser looks at the income advantages of investment companies and suggests which could be best placed to help.

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Jet-setting

Ian Cowie takes us on a tour of his globally diversified portfolio.

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Investing for income with investment companies

David Prosser outlines reasons why income seekers should consider investment companies.

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Coming down from the clouds

Ian Cowie highlights his COVID top performers.

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Could value investing be the remedy for pandemic-hit portfolios?

Steve Hunter of Seneca Global Income & Growth explains why the investment company is sticking to its value-investing knitting.

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International income

Ian Cowie considers the attractions of emerging markets.

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Don’t sell in May and don’t go away

David Prosser questions the old financial adage.

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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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 […]
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GRID forced to suspend dividends on falling earnings

Gresham House Energy Storage Fund (GRID) has released its annual results for the 12 months ending 31 December 2023. GRID’s NAV per share declined 17% to 129.07p as of 31 December 2023, down from 155.51p at the end of 2022. This was largely driven by a significant reduction in third-party revenue forecasts impacting project valuations. […]
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James Carthew: Two tech trusts you should hold for the AI revolution

Here are two listed funds locked into the growth story of artificial intelligence but trading at unjustified discounts to asset value.

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

Witan Investment Trust

25 April 2024

Business as usual for WTAN's executive team, while the board reviews investment management arrangement.

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

Balanced Commercial Property Trust Ltd - Form 8 (OPD) - Balanced Commercial Property Trust Limited

29/04/2024 - 12:20

Balanced Commercial Property

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Form 8.5 (EPT/RI)

29/04/2024 - 12:30

Winterflood Securities Limited

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Form 8.5 (EPT/NON-RI)-Tritax Big Box REIT plc

29/04/2024 - 12:30

J.P. Morgan SE

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Form 8.5 (EPT/NON-RI)-Hipgnosis Songs Fund Limited

29/04/2024 - 12:30

J.P. Morgan SE

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Form 8.5 (EPT/NON-RI)-Tritax Big Box REIT plc

29/04/2024 - 12:30

J.P. Morgan Markets Limited.

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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.