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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Simon Elliott and Will Fraser-Allen elected to AIC board

Gordon Humphries elected AIC Chair.

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Chinese New Year

Investment trust managers on the outlook for China in the Year of the Dragon.

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VCTs: market trends, opportunities and outlook

What is the investment outlook for the VCT sector, and how can VCTs continue to support ambitious UK companies?

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Window of opportunity in private equity

David Prosser on whether private equity discounts could represent a buying opportunity.

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The alternative asset investment trusts yielding over 5%

The AIC has published a list of the 39 investment trusts that invest in alternatives, yield at least 5% and have delivered a positive share price total return over the past five years.

Investing Matters 2024 Special Podcast, Episode 58

Peter Higgins is joined by six investment experts, including the AIC’s Annabel Brodie-Smith and Premier Miton’s Gervais Williams.

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AIC responds to FRC revisions to Corporate Governance Code

The AIC has responded to today’s announcement from the FRC on revisions to the UK Corporate Governance Code.

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The wisdom of the cliché

David Prosser explores the truth behind stock market sayings.

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The highest yielding equity investment trusts

The AIC has published a list of the 48 investment trusts that invest in equities and yield at least 4%.

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Meet the manager: Helen Steers

Lead Manager of Pantheon International.

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Investment Trust Outlook | Real Estate

Dive into the world of real estate investment trusts (REITs) with Mark Colegate in this investment outlook, joined by experts from Schroders. Share insights on their stra...

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The top 20 most viewed investment trusts

The AIC has published a list of the 20 most viewed investment trusts on its website during 2023.

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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European Opportunities capitalises on the Novo Nordisk rally to beat the market

European Opportunities (EOT) has released its interim results for the half year ended 30 November 2023. Selected highlights as follows: EOT generated a NAV total return of 4.3% over the period and a share price total return of 7.7%. Both of these represent an outperformance relative to EOT’s benchmark, the MSCI Europe Index, which returned […]
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Novo Nordisk’s fat returns drive Darwall fund higher and could keep Boaz at bay

Half-year results show the £599m European Opportunities Trust that recently underwent a 25% tender offer beat its benchmark, but has work to do with activist Saba holding 4%.
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‘Buy’ this renewable fund’s clean and well-covered 7% dividend

Results from The Renewables Infrastructure Group (TRIG) demonstrate the sell-off of clean energy funds has gone too far and the shares look attractive on a 20% discount.
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JPMorgan Emerging Markets offers 2029 tender if performance doesn’t improve

Two leading value investors are thought to have pressed the board to buy back 25% of the trust's shares if returns do not beat the MSCI Emerging Markets index in next five years.
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Greencoat UK Wind beats its dividend target

Greencoat UK Wind (UKW) has released its results for its financial year ending 31 December 2023. UKW’s NAV fell slightly from £3.9bn to £3.8bn, equal to a fall from 167.1p to 164.1p on a per share basis. UKW’s share price also fell over the period, from 152p to 151.5p, finishing the year with a market […]

Fidelity Japan Trust

29 February 2024

FJV looks for undiscovered growth stories in Japan.

Law Debenture Corporation

28 February 2024

One plus one equals three.

Real Estate Credit Investments

27 February 2024

French and German exposures in perspective

Ashoka India Equity

26 February 2024

AIE is the top-performing India fund since launch.

Atrato Onsite Energy

23 February 2024

QuotedData's Weekly News & Interview

Total Voting Rights

01/03/2024 - 01:20

Smithson Investment Trust PLC

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Transaction in Own Shares

01/03/2024 - 01:20

Smithson Investment Trust PLC

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

29/02/2024 - 18:20

BlackRock Smaller Companies

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Form 8.3 - UK Commercial Property REIT Limited plc

01/03/2024 - 01:10

State Street Global Advisors

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

29/02/2024 - 18:20

BlackRock Throgmorton Trust

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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.