Compass: The AIC’s monthly newsletter

This month in Compass, Ian Cowie goes searching for income, Faith Glasgow asks when is the right time to rebalance and we find out more about our Showcase managers’ lives.

Latest articles, press releases and videos

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AIC proposes partnership funds to boost UK growth and deliver labour government’s objectives

Cornerstone investment from National Wealth Fund could crowd in private capital.

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Venture capital trusts get break they deserve

Venture capital trusts get break they deserve.

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Get the balance right

Faith Glasgow weighs up how and when to review your portfolio.

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Income options

As rates come down, Ian Cowie is on the hunt for dividends.

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Government confirms extension of VCT scheme until 2035

The AIC has welcomed the government’s written statement and press release confirming the extension of the venture capital trust scheme to 2035.

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Keep your eyes on the prize

Don’t let rumoured tax changes loom larger than crucial investment choices, says David Prosser.

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Director talk: Stephanie Eastment

Stephanie is on the board of four investment trusts.

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Are new issues making a comeback?

David Prosser on whether we’re set for an IPO recovery and how investors can benefit.

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AIC applauds continuation of VCTs

The European Commission has confirmed that the current VCT scheme can continue unchanged.

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Meet the manager: Gabriel Sacks

Manager of abrdn Asia Focus.

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Investment trusts offer smart solution for university costs

David Prosser explains how families could alleviate the financial stress associated with sending their children to university.

The Armchair Trader Podcast: Investment Trust tips for investors in today's markets

This week Stuart Fieldhouse meets Ryan Lightfoot-Aminoff, Investment Trust Analyst at Kepler Partners. They discuss how different trust managers handle the concentration risk of investing in Magnificent Seven stocks, good reasons why trusts have discounts and the advantages of trusts over ETFs.

Thematic research

Third-party thematic research on investment companies can be found below.

Dream team

29 August 2024

Our analysts review how their fund picks for 2024 have done.

Turning a corner

22 August 2024

Property values are finally stabilising.

Everything you’ve ever wanted to know about investment trusts but were too afraid to ask

21 August 2024

We answer our readers’ questions about investment trusts.

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Gulf Investment Fund to liquidate as tender breaches minimum size condition

Gulf Investment Fund (GIF) has announced that its 100% tender offer, which was launched on 21 August 2024 (click here to see our coverage), has received irrevocable commitments that would push it below its minimum size condition (this being that GIF must retain a post tender offer share capital of not less than 38m Shares). […]
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Keystone Positive Change proposes unitisation

Keystone Positive Change’s board has identified a need for some kind of corporate action that addresses the size of the company, the low liquidity in its shares and the discount. It also wants to enable shareholders to retain exposure to a global impact strategy. The board will consult more widely with shareholders and to explore […]
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Atrato’s Noble checks out of Supermarket Income Reit

Atrato’s former chief investment officer will be ‘responsible for implementing Assura’s investment strategy across all healthcare markets’.
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Atrato's Noble checks out of Supermarket Income Reit

Atrato's chief investment officer, who oversaw Supermarket Income Reit and Atrato Onsite Energy, has joined healthcare property investor Assura.
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Mid Wynd: Narrow AI returns will spread beyond MagSeven

As the underperforming Lazard managers reach their first anniversary, they pin their hopes on AI's impact being recognised across a wider spread of companies.

Martin Currie Global Portfolio Trust

9 September 2024

Lower rates should be beneficial for performance.

abrdn Asian Income Fund

9 September 2024

Core Asian fund offering income and capital growth.

Geiger Counter

5 September 2024

Dawn of a new era for uranium

Aberforth Geared Value & Income

4 September 2024

AGVI could be the highest-conviction play on a UK recovery.

Impact Healthcare REIT

3 September 2024

Visible growth.

Transaction in Own Shares

09/09/2024 - 19:10

Smithson Investment Trust PLC

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Transaction in Own Shares

09/09/2024 - 19:00

Impax Environmental Markets PLC

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Fidelity Japan Trust Plc - Transaction in Own Shares

09/09/2024 - 17:50

Fidelity Japan Trust

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BlackRock Greater Europe Investment Trust Plc - Transaction in Own Shares

09/09/2024 - 17:40

BlackRock Greater Europe

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Transaction in Own Shares

09/09/2024 - 18:30

JPMorgan European Grwth & Inc PLC

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Glossary

What does that word mean? Find your way around investment trust jargon.

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