Compass: The AIC’s monthly newsletter

This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.

Latest articles, press releases and videos

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What type of investor are you?

David Prosser examines the passive vs active debate and explains where investment companies fit in.

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In praise of patience

David Prosser explains why it pays off to invest for the long term.

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Asian persuasion

Ian Cowie compares reactions to COVID in Asia and Europe.

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Why most trusts have so far maintained their payouts

Kyle Caldwell analyses the resilience of income paying investment companies.

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How to invest in an investment company

Once you've decided which investment company you want to invest in, what happens next?

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Climate conscious

Faith Glasgow looks at the Renewable Energy Infrastructure sector.

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On the contrary

Ian Cowie explains why it could be time to bag a British bargain.

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Investment trusts prove their worth to income seekers

Highlighting the AIC dividend heroes, David Prosser explains the benefits of the closed-ended structure for consistent dividend payments.

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Making a dent in student debt

David Prosser examines the benefits of investment companies when saving for university fees.

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Passport to profits

The US is in the spotlight as Ian Cowie explains the importance of investing internationally.

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The homebody economy

Schroder’s Jean Roche explains the potential rewards of investing in the UK.

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A strange love of daily redemption

Ian Sayers, Chief Executive of the AIC, learns to stop worrying and love notice periods.

Thematic research

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

Pretty, pretty, pretty good

17 August 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...

Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

Seoul searching

28 March 2024

South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's.

Quoted data logo

Blackstone starts bidding war over Hipgnosis

There is no announcement to the stock exchange on this yet, but Sky, the FT and other news outlets have a story that Blackstone is proposing to buy Hipgnosis Songs Fund  for $1.24 in cash (about 99.6p per share), trumping the $1.16 per share offer from Chorus that was announced on Thursday. $1.24 is an […]
Citywire logo

Blackstone starts bidding war for Hipgnosis Songs with $1.5bn counter offer

US private assets group launches $1.24 per share cash bid to trump the $1.16 Concord offer recommended by the royalties fund's board on Thursday.
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Aquila Energy Efficiency Trust provides detail on tender offer proposal

Aquila Energy Efficiency Trust (AEET) has published details of a tender offer under which up to 18.6% of its issued share capital may be repurchased at 94.28p per share, up to a maximum consideration of £17.5m. AEET is publishing a circular which we would suggest that shareholders read. AEET is seeking shareholders’ approval for the […]
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Gresham House Energy Storage suspends dividends and buybacks for 2024

Gresham House Energy Storage (GRID) has published a trading update in advance of the publication of its annual results for the year ended 31 December 2023 expected on 29 April 2024. GRID’s chair, John Leggate, says “The BESS sector, the Company and its shareholders are going through the most challenging operating environment since the Company’s […]
Citywire logo

Gresham House Energy Storage cancels dividends and share buybacks to repay debt

A recent improvement in trading revenues still leaves the battery fund’s forecasts well below expectations, requiring close to a 12% cut in net asset value.

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

Tetragon Financial Group

16 April 2024

FY23 growth driven by idiosyncratic factors.

Jupiter Green

16 April 2024

JGC's recovery is gathering momentum, but the discount has yet to react.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

Transaction in Own Shares

19/04/2024 - 19:30

Impax Environmental Markets PLC

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Transaction in Own Shares

19/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

19/04/2024 - 19:20

Smithson Investment Trust PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

19/04/2024 - 18:10

BlackRock Throgmorton Trust

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TwentyFour Select Monthly Income Fund - Issue of Shares

19/04/2024 - 17:50

TwentyFour Select Monthly Income

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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.