Compass: The AIC's monthly newsletter

This month in Compass, we ask whether it’s time for a turnaround for infrastructure. Ian Cowie goes global with smaller companies trusts and we delve into discounts.

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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.

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Going private

David Prosser investigates opportunities in the private equity sector.

Monthly round-up of investment trust news by Kepler Trust Intelligence

Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in July.

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Meet the manager: Laura Foll

Manager of Law Debenture, Lowland Investment Company and Henderson Opportunities Trust.

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In search of lower charges

Lower charges than their open-ended counterparts give investment trusts an edge, says David Prosser.

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Rate cut could add fuel to investment trust recovery

Alternative asset classes particularly well placed to benefit.

Thematic research

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

State (of) capital

5 February 2025

With the pandemic excess having faded, what are the prospects for growth capital?

A new Jerusalem.

22 January 2025

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

Are commodities hot or not?

12 December 2024

We ask what AI and green energy mean for investments in commodities.

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Stormy waters for investment trusts: Navigating the crisis

HMS Investment Trust is facing turbulent waters. Not only are the sharks circling, but the icebergs are proliferating, while the regulator seems determined to put a hole in us below the waterline. The Financial Conduct Authority (FCA) recently hosted an open panel for industry members, focusing on a critical issue: the fate of the sector […]
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Take the HINT: JPM Global swells to £3.4bn as it bags another trust

JPMorgan Global Growth & Income confirms its place as consolidator-in-chief in the investment trust industry as it merges Henderson International Income into its portfolio.
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Property pick-up sees Custodian bag positive quarter

Custodian Property Income has enjoyed another quarter of positive returns after a tough few years, which it hopes marks the beginning of a sustained recovery.
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European Opportunities to offer additional 25% tender

European Opportunities Trust (EOT) has released its interim results for the six months to 30 November 2024. During the period, EOT provided NAV and share price total returns of -8.4% and -10.6% respectively, compared with a total return of -3.3% for its benchmark, the MSCI Europe Total Return Index (all in sterling terms). EOT’s chair, […]
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Henderson International Income to merge with JPMorgan Global Growth & Income

The boards of JPMorgan Global Growth & Income (JGGI) and Henderson International Income (HINT) have agreed terms for a merger of the two trusts under which it is proposed that HINT’s assets will be rolled into JGGI, with existing HINT shareholders receiving new JGGI shares in exchange. The announcement from the two trusts says that […]

Rights & Issues

6 February 2025

Update note from QuotedData.

Target Healthcare REIT

6 February 2025

Income and capital growth continuing.

Custodian Property Income REIT

6 February 2025

Momentum building in Q325.

BlackRock Frontiers

5 February 2025

BRFI has outperformed the emerging markets index handsomely over five years.

Cordiant Digital Infrastructure

4 February 2025

CORD's strong share price rally reflects continued improvement of strong fundamentals.

BlackRock American Income Trust Plc - Transaction in Own Shares

07/02/2025 - 18:20

BlackRock American Income

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Top Fifteen Equity Holdings and Exposures

07/02/2025 - 19:20

Polar Capital Global Financials Tst

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Director/PDMR Shareholding

07/02/2025 - 19:10

Caledonia Investments PLC

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Transaction in Own Shares

07/02/2025 - 19:00

Henderson Smaller Cos Inv Tst PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

07/02/2025 - 17:50

BlackRock Throgmorton Trust

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Glossary

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

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