Compass: The AIC’s monthly newsletter

This month, Compass embarks on an adventure. Ian Cowie gets lost in space and our VCT managers are on a mission to discover the companies of the future.

Latest articles, press releases and videos

Image

ISA millionaires

The 32 investment trusts that would have made you £1,000,000.

Image

Meet the manager: Chris Tanner

Co-Lead Investment Manager of JLEN Environmental Assets.

Image

Keep those costs down

David Prosser explores how picking investment trusts for your ISA can lower the costs of investing.

Image

VCTs: deployment slows in challenging environment but holds up better than wider venture capital industry

See manager views on deal pipeline and significant investments in 2023.

Image

Investment companies for India

David Prosser on why it could be time for trusts investing in India to shine.

Image

Sailing into space

Ian Cowie explores the investment trusts with exposure to space tech.

VCTs: would Labour winning the next election make any difference to VCTs?

Andrew Bloxam, Ian McLennan and Nic Pillow on whether a Labour win in the next election would make a difference to VCTs.

VCTs: What economic and social benefits do VCTs provide?

Annabel Brodie-Smith asks managers what social and economic benefits VCTs provide.

VCTs: Which types of companies are you investing in now and why?

Fund managers from Foresight Group, Triple Point and Blackfinch on which companies they are investing in now and why.

VCTs: How is the trading environment for your portfolio companies?

A panel of VCT managers discuss the trading environment for their portfolio companies.

VCTs: how has VCT fundraising been in this challenging economic environment?

Annabel Brodie-Smith discusses VCT fundraising with Andrew Bloxam, Ian McLennan and Nic Pillow.

VCTs: market trends, opportunities and outlook

Comments from Foresight Group which manages the Foresight Technology VCT, Triple Point which manages Triple Point Venture VCT, and Blackfinch which manages Blackfinch Spring VCT.

Thematic research

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

Range anxiety

7 February 2024

We look at what context we can gain from ten years of discount analysis.

2023 was an annus horribilis for Infrastructure and Renewable Energy

1 February 2024

The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs).

Share the wealth, Xi...

25 January 2024

The world's most successful communist country could benefit from a welfare state.

Quoted data logo

European Opportunities capitalises on the Novo Nordisk rally to beat the market

European Opportunities (EOT) has released its interim results for the half year ended 30 November 2023. Selected highlights as follows: EOT generated a NAV total return of 4.3% over the period and a share price total return of 7.7%. Both of these represent an outperformance relative to EOT’s benchmark, the MSCI Europe Index, which returned […]
Citywire logo

Novo Nordisk’s fat returns drive Darwall fund higher and could keep Boaz at bay

Half-year results show the £599m European Opportunities Trust that recently underwent a 25% tender offer beat its benchmark, but has work to do with activist Saba holding 4%.
Citywire logo

‘Buy’ this renewable fund’s clean and well-covered 7% dividend

Results from The Renewables Infrastructure Group (TRIG) demonstrate the sell-off of clean energy funds has gone too far and the shares look attractive on a 20% discount.
Citywire logo

JPMorgan Emerging Markets offers 2029 tender if performance doesn’t improve

Two leading value investors are thought to have pressed the board to buy back 25% of the trust's shares if returns do not beat the MSCI Emerging Markets index in next five years.
Quoted data logo

Greencoat UK Wind beats its dividend target

Greencoat UK Wind (UKW) has released its results for its financial year ending 31 December 2023. UKW’s NAV fell slightly from £3.9bn to £3.8bn, equal to a fall from 167.1p to 164.1p on a per share basis. UKW’s share price also fell over the period, from 152p to 151.5p, finishing the year with a market […]

Fidelity Japan Trust

29 February 2024

FJV looks for undiscovered growth stories in Japan.

Law Debenture Corporation

28 February 2024

One plus one equals three.

Real Estate Credit Investments

27 February 2024

French and German exposures in perspective

Ashoka India Equity

26 February 2024

AIE is the top-performing India fund since launch.

Atrato Onsite Energy

23 February 2024

QuotedData's Weekly News & Interview

Total Voting Rights

01/03/2024 - 01:20

Smithson Investment Trust PLC

Read more

Transaction in Own Shares

01/03/2024 - 01:20

Smithson Investment Trust PLC

Read more

BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

29/02/2024 - 18:20

BlackRock Smaller Companies

Read more

Form 8.3 - UK Commercial Property REIT Limited plc

01/03/2024 - 01:10

State Street Global Advisors

Read more

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

29/02/2024 - 18:20

BlackRock Throgmorton Trust

Read more

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.