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

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 […]
Quoted data logo

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 […]
Citywire logo

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.
Citywire logo

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.
Citywire logo

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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