Compass: The AIC’s monthly newsletter

This month in Compass, our UK managers are gearing up for good times and Ian Cowie goes on an Indian adventure.

Latest articles, press releases and videos

Hardman Talks: Equity income & AIC dividend heroes

Keith Hiscock and Riccardo Bindi are joined by Annabel Brodie-Smith, Communications Director of the AIC to talk about using investment companies to generate equity income and the work the AIC has published on what it calls “dividend heroes”.

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Narrowing Trust Discounts

In this update, Rory Palmer discusses abrdn proposing Merger of Closed-End Income Funds, discounts on UK Mid and Small Cap Focus Trusts narrow and Nick Greenwood to co-ma...

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Top trusts on double-digit discounts

A list of the 20 best performing investment companies over ten years that are currently trading on double-digit discounts has been published by the Association of Investment Companies (AIC).

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Meet the manager: Jean Hugues de Lamaze

Manager of Ecofin Global Utilities and Infrastructure Trust.

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Investment Trust Edge | 19th October 2023

In this Investment Trust Edge episode, we are joined by three experts to discuss Alliance Investment Trust, China's market, and Governance in Investment Trust Boards.

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A new home for income investors?

David Prosser weighs up whether bonds or equities are a better choice for income investors.

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AIC launches ‘My portfolios’ tool to help investors keep track of their investments

The Association of Investment Companies (AIC) has launched a new tool called ‘My portfolios’ to help investors keep track of their investment company holdings.

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Investment company shareholders steering clear of AGMs

Nearly nine in ten private investors in investment companies have rarely or never attended an annual general meeting, according to research from the Association of Investment Companies.

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Can activist investors be a positive force for shareholders?

David Prosser argues that activist campaigns can bring benefits to shareholders.

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Should you pay extra for performance?

David Prosser weighs up the pros and cons of performance-related fees on investment companies.

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ESG investing declining in popularity as fears of greenwashing grow

The popularity of ESG investing is declining since 2021, though a majority of private investors still say they consider ESG factors when investing.

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Elephants don’t gallop

Ian Cowie explores how smaller companies can deliver surprisingly big returns.

Thematic research

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

Keep It Slightly-unconventional, Stupid

22 May 2024

We argue a position in bonds should be diversified with alternatives.

Why'd you have to go and make things so complicated?

15 May 2024

European growth may be more complicated, and positive, than we suspected.

REITs: Looking at UK office investments

15 May 2024

In this Hardman Talks, Mike Foster joins Larissa Adams to discuss office investments in the real estate sector.

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Big Broadcast: Middlefield – Warren Buffett is buying Canada, shouldn’t you?

Middlefield Canadian Income fund managers Dean Orrico and Rob Lauzon describe how Canada offers plenty of large, good value income stocks that are growing their dividends.
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AIC fears general election will delay cost disclosure reforms

The Association of Investment Companies says the delay is ‘frustrating’, while pensions minister Baroness Altmann confirms all new reforms will have to start from scratch.
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QD view – Signals turn green for real estate

Real estate is a cyclical market where timing is everything, and signals are starting to flash that the sector is primed to stage a recovery. Market data, company activity and macroeconomic events appear to be aligning to suggest that now is the time to invest in real estate. After months in the doldrums as values […]
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Peter Spiller: Infrastructure offers ‘fantastic returns’ and trusts are a big bargain

With the outlook for US equities and bonds generally poor, Capital Gearing fund manager says depressed investment company share prices provide the best scope for gains.
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Capital Gearing drops Juniper over discount control blunder

Annual report shows second year of sub-inflation returns from fund run by Peter Spiller, with its performance hampered by the temporary suspension of share buybacks.

Bankers

24 May 2024

Greater investment flexibility may boost returns.

NB Private Equity Partners

23 May 2024

Wider operating company EBITDA margins in 2023.

City of London Investment Trust

23 May 2024

Deciphering UK Equity Income: insights from City of London investment trust manager.

City of London Investment Trust

23 May 2024

Unlocking the investment potential of the UK.

Worldwide Healthcare Trust

23 May 2024

Innovation, innovation, innovation’ say the managers.

Aberforth Split Level Income Trust Plc - (Reissue - Amendment to US Disclaimer) Update on planned reconstruction and voluntary winding-up of the Company and further dividend

24/05/2024 - 18:50

Aberforth Split Level Income

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Transaction in Own Shares

24/05/2024 - 19:20

Greencoat Renewables PLC

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

24/05/2024 - 18:00

BlackRock Sustainable American Income

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Transaction in Own Shares

24/05/2024 - 19:00

Baronsmead Venture Trust PLC

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Transaction in Own Shares

24/05/2024 - 18:50

Baronsmead Second Venture Trust PLC

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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.