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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Peter Hewitt elected to AIC board

Gordon Humphries and Alex Denny re-elected.

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AIC launches ‘My share, my vote’ campaign to ensure all investors can vote their shares

“Simply unacceptable” that some investors are unable to vote.

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Investing in infrastructure: “the UK needs to get building quickly”

Investment trust managers comment on the outlook and challenges.

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Meet the manager: Imran Sattar

Portfolio Manager of Edinburgh Investment Trust

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Year of the Snake: will China thrive or will Trump’s tariffs bite?

Investment trust managers comment on China’s prospects.

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Private equity is not just for the wealthy

David Prosser on the potential in private equity trusts.

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Market Matters Special Edition with Baroness Ros Altmann

In this special episode of Market Matters, Kepler were joined by Baroness Ros Altmann, a leading expert on both the investment trust sector and pensions industry.

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Webinar – Saba Capital's impact on the UK Investment Trusts Industry

Saba Capital Management has requisitioned general meetings at seven investment trusts as it proposes to replace their current boards of directors. The impact of the proposal...

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“A victory for shareholder democracy”: AIC comments on Herald vote

FCA writes to AIC to reaffirm powers to investigate breaches of rules.

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First investment trusts with sustainability labels now displayed on AIC website

Four investment trusts have adopted the new labels.

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Maintain your income despite rate cuts

David Prosser on why investment trusts may be a great choice for income seekers.

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The top 20 most viewed investment trusts

JPMorgan Global Growth & Income most viewed trust on theaic.co.uk in 2024.

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.

Quoted data logo

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 […]

Custodian Property Income REIT

6 February 2025

Momentum building in Q325.

Rights & Issues

6 February 2025

Update note from QuotedData.

Target Healthcare REIT

6 February 2025

Income and capital growth continuing.

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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