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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A bumpy ride

Ian Cowie shares his experiences of investing through market highs and lows.

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ISA inclusion

David Prosser outlines five reasons to use investment companies in your ISA.

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Downsizing

Ian Cowie on why smaller companies make sense for the long term.

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Time for adventure?

With just two months left of the tax year, David Prosser explains the ins and outs of venture capital trusts.

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Unlocking liquidity

Ian Sayers examines the dangers of holding illiquid assets in open-ended funds.

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Local knowledge

John Davies takes us on a tour of Seneca Growth Capital VCT.

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Dawn of an Asian century?

Ian Cowie explores prospects in Asia.

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Unlocking the value in UK equities in 2020

Alex Wright, Portfolio Manager of Fidelity Special Values, outlines how he plans to navigate the uncertainties ahead and reveals his areas of contrarian conviction for 2020.

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What matters most for China in 2020?

Fidelity China Special Situations’ Dale Nicholls dissects the outlook for Asia’s largest economy over the next 12 months.

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Why caution pays dividends in Europe

Sam Morse, Portfolio Manager of Fidelity European Values, gives his outlook for the region in 2020.

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Delivering diversification

Seneca Global Income & Growth explains why they look beyond bonds and equities to specialist investment companies.

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Rule Britannia

Ian Cowie explains why the sun is shining on UK investment companies.

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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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.
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Aberforth Split Level Income Trust provides update on wind-up

The board of Aberforth Split Level Income Trust (ASIT) had, in its interim report published on 29 January 2024, shared its views on a possible wind-up of the company. Today it has provided an update. The board has reached agreement in principle with Aberforth Geared Value & Income Trust (AGVIT), a soon-to-be-launched trust, on the […]
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Hipgnosis: Blackstone trumps Concord with $1.6bn cash bid

Update: Shares in Hipgnosis Songs rise to 106p as investors anticipate counterbid from Concord Chorus after fund’s board switched its recommendation to Blackstone’s cash offer at 104p ($1.30) a share.
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Supermarket Income REIT enters French market with €75.3m buy

Supermarket Income REIT has acquired a portfolio of Carrefour supermarkets in France – its first foray into markets outside the UK – through a sale and leaseback transaction for €75.3m, reflecting a net initial yield of 6.3%. The portfolio comprises 17 omnichannel supermarkets, which are geographically diversified, with a weighting towards northern France, and operated […]

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

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Witan Investment Trust

25 April 2024

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

BlackRock Smaller Companies Trust Plc - Portfolio Update

29/04/2024 - 10:40

BlackRock Smaller Companies

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

29/04/2024 - 11:30

Numis Securities Limited

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Form 8.5 (EPT/RI)

29/04/2024 - 11:20

Singer Capital Markets Sec Ltd

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Form 8.3 - GCP Asset Backed Income Fund Ltd

29/04/2024 - 11:10

Waverton Investment Management Ltd

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Director/PDMR Shareholding

29/04/2024 - 11:00

Global Smaller Cos. Trust PLC (The)

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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.