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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Naughty or nice?

Ian Cowie reviews how his portfolio behaved in 2019.

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The best financial gifts for Christmas

David Prosser examines potential financial offerings for your children this festive season.

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Property blog by Ian Sayers - A sledgehammer to crack a nut?

Reliable redemption is a better way to deal with the inherent issues of holding illiquid assets in open-ended funds than an outright ban.

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Lessons in liquidity

Ian Cowie reflects on Woodford and the structural benefits of investment companies.

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Doctor’s orders

BB Healthcare Manager Paul Major explains how to benefit from a healthcare revolution.

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No reason for investors to fear polling day

David Prosser asks what the upcoming election may mean for your savings and investments.

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Logical progression

David Prosser explains why and how to make considered and circumstantially-appropriate investment choices.

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Globetrotting

Investing around the world with Ian Cowie.

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Big in Japan

Ian Cowie explains why there’s value in the Land of the Rising Sun.

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Infrastructure investment companies

Find out how investing in roads, schools and railways helps produce attractive returns and grow the economy.

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Renewable energy investment companies

Managers explain how wind farms, solar parks and energy storage are benefiting investors and the environment.

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Sell in May and go away?

David Prosser examines market volatility in August and how regular investment through investment companies can benefit in the long run.

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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Tritax Big Box REIT doubles down on developments as market improves

Tritax Big Box REIT has said improving market conditions has reinforced its conviction for logistics development projects. In annual results for the period to 31 December 2023, the company said that easing inflation, continuing rental growth, and improving yields on cost make its development programme more attractive. It added that it will continue to sell […]
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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.

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

BlackRock Greater Europe Investment Trust Plc - Total Voting Rights

01/03/2024 - 07:50

BlackRock Greater Europe

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BlackRock Sustainable American Income Trust Plc - Blocklisting - Interim Review

01/03/2024 - 07:30

BlackRock Sustainable American Income

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BlackRock World Mining Trust Plc - Total Voting Rights

01/03/2024 - 07:20

BlackRock World Mining

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BlackRock Energy and Resources Income Trust Plc - Total Voting Rights

01/03/2024 - 07:20

BlackRock Energy and Resources Income

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BlackRock Frontiers Investment Trust Plc - Total Voting Rights

01/03/2024 - 07:10

BlackRock Frontiers

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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.