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

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FCA’s own liquidity management review casts doubt on LTAF decision

The AIC has responded to the FCA’s review of liquidity management in asset managers.

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Investment Trust | AIC

In this Investment Trust session, we explore Generative AI, Yen Stability, and Corporate Governance with our speaker Nick Britton, Head of Intermediary Communications, AI...

Asset TV Image

Investment Trust | AIC

In this Investment Trust session, we explore Generative AI, Yen Stability, and Corporate Governance with our speaker Nick Britton, Head of Intermediary Communications, AI...

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AIC pays tribute to Helen Pridham with new Media Award

Helen Pridham Rising Star Award to recognise up-and-coming journalists.

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AIC celebrates 100th person to achieve Investment Company Accreditation

Nick Britton presents a certificate to Ahsan Vayani of Quilter Cheviot.

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Size isn’t everything

Smaller investment companies can be just the ticket for private investors, argues David Prosser.

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Selling LTAFs to retail investors could prove to be a mistake

The AIC has responded to today’s publication of the Financial Conduct Authority’s Policy Statement PS23/7.

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Meet the manager: Andrew Bell

Chief Executive Officer, Witan Investment Trust.

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Could AI “serve as a catalyst driving the biotech industry into the future”?

Biotechnology & Healthcare investment companies comment on the “bright” outlook for the sector.

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Bigging up Japan

David Prosser considers whether UK investors could benefit from more exposure to the world’s third largest economy.

Alliance Trust: How will a recession impact equities?

As fears that high interest rates may persist, we examine how a potential recession could affect equities with Ben Whitmore and C.T. Fitzpatrick in the latest ‘big question’ interview.

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AIC responds to HMRC’s consultation on stamp taxes on shares

The AIC has issued the following comment.

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.

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Rights and Issues Trust delivers strong returns for its shareholders

Rights & Issues Investment Trust (RIII) released its annual results for the 12 month period ending 31 December 2023. Over the year RIII generated a NAV total return of 2.4%, compared to the 3.8% of its benchmark, the FTSE All-Share Index. However, thanks to a material reduction in RIII’s discount, it generated a much higher […]
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QuotedData’s morning briefing 21 February 2024

In QuotedData’s morning briefing for 2 February 2024: JPMorgan Global Growth & Income (JGGI) has announced the completion of its placing and WRAP retail offer, which raised gross proceeds of £34.5m. The WRAP retail offer was materially oversubscribed, with orders received exceeding the €8m limit and being subject to scale back. JGGI will issue 6.5m […]
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David Stevenson: Biotech has turned from the bear

After a tough few years, increased fundraising suggests sentiment has improved and the current rally in biotech and life sciences could persist.
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SHED starts bidding war with Custodian for Abrdn Property Income

Urban Logistics is offering a share-for-share merger with Abrdn Property Income at a 23% premium, weeks after it agreed a takeover deal with Custodian Property Income at a lower price.
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Urban Logistics starts bid battle for Abrdn Property Income

Warehouse investor launches counter all-share offer a month after the industrials-heavy Abrdn-managed real estate trust agreed a merger with Custodian Property Income.

AVI Japan Opportunity Trust

21 February 2024

The sun has risen.

Miton UK Microcap

19 February 2024

MINI's managers believe the prospects for the strategy are the best they have been for 30 years.

HydrogenOne Capital Growth

16 February 2024

QuotedData's Weekly News & Interview

Fidelity Asian Values

16 February 2024

FAS' approach is unique amongst peers, leading to a stellar year that has elevated long-term outperformance.

BH Macro

16 February 2024

BHMG's differentiated proposition is made yet more attractive given the 11% discount to NAV.

Norges Bank - Form 8.3 - Tritax Big Box REIT plc

21/02/2024 - 11:00

Tritax Big Box REIT

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Norges Bank - Form 8.3 - UK Commercial Property REIT Limited

21/02/2024 - 09:40

UK Commercial Property REIT

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BlackRock Throgmorton Trust Plc - Total Voting Rights

21/02/2024 - 07:20

BlackRock Throgmorton Trust

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BlackRock Smaller Companies Trust Plc - Total Voting Rights

21/02/2024 - 07:20

BlackRock Smaller Companies

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BlackRock Income and Growth Investment Trust Plc - Total Voting Rights

21/02/2024 - 07:10

BlackRock Income & Growth

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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.