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.

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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...

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Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

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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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abrdn European Logistics Income’s NAV takes a hit as strategic review continues

abrdn European Logistics Income (ASLI) reported a big hit to its NAV in full year results for the year to 31 December 2023, as the impact of higher interest rates weighed on portfolio values. IFRS NAV decreased by 21.4% to 93.4 cents (31 December 2022: 118.9 cents), while the EPRA net tangible assets metric was […]
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JPMorgan Emerging EMEA Securities gets caught in VTB crossfire

JPMorgan Emerging EMEA Securities (JEMA) has announced that it has been named as a defendant to civil proceedings being brought by VTB in the Russian courts, which were commenced on 17 April 2024. The claim has been brought against certain JPMorgan entities and relates to US$439m held in a correspondent banking account with JPMCB (NY […]
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GCP Infrastructure sells wind farm loan notes at 6.4% premium

GCP Infrastructure (GCP) has sold its interest in loan notes secured against Blackcraig Wind Farm at a 6.4% premium to the valuation of the project as at 31 March 2024. The disposal has generated net cash proceeds of around £31m and these will be used to prepay drawings under GCP’s revolving credit facility. GCP says […]
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QuotedData’s morning briefing 26 April 2024 – NBDD

In QuotedData’s morning briefing 26 April 2024: NB Distressed Debt has published its annual results for the year ended 31 December 2023. As a reminder, each share class is in its harvest period and there is now very little left of the fund. Perhaps reflecting this, there is not the usual depth of information that […]
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Smithson chair receives strong ‘no’ vote after continuation ballot row

Diana Dyer Bartlett saw 19% of shares vote against her re-election at the Smithson annual general meeting for her handling of the continuation vote, which the company passed.
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Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Witan Investment Trust

25 April 2024

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

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

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The Lindsell Train Investment Trust Plc - Monthly Report as at 31 March 2024

26/04/2024 - 11:20

Lindsell Train Investment Trust

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Pacific Assets Trust Plc - Quarterly Report - 1 January 2024 to 31 March 2024

26/04/2024 - 11:20

Pacific Assets Trust

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Form 8.5 (EPT/NON-RI)-UK Commercial Property REIT

26/04/2024 - 12:00

J.P. Morgan SE

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

26/04/2024 - 12:00

J.P. Morgan SE

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

26/04/2024 - 12:00

J.P. Morgan SE

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Investing for growth

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Recorded 1 November 2022.

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An introduction to ESG

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Saving for your children’s future?

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