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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Lessons from an investment genius

David Prosser pays tribute to Charlie Munger.

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Meet the manager: Dale Nicholls

Portfolio Manager of Fidelity China Special Situations.

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FCA has made a start on tackling cost disclosure issue, but much more to be done

The Association of Investment Companies (AIC) has commented on today’s statement from the Financial Conduct Authority (FCA) on the issue of cost disclosures.

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AIC welcomes FCA anti-greenwashing measures and labelling regime

The Association of Investment Companies (AIC) has commented on the new package of measures from the FCA to tackle greenwashing and help investors identify sustainability-focused funds.

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A Christmas present that lasts: saving for children with investment companies

Investing for your child could grow into a nest egg and make a big financial difference for a young person in the future.

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The big buyback

David Prosser on why investment companies buy back their own shares.

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Autumn Statement: AIC applauds action on investment company cost disclosure

AIC welcomes the government’s announcement that powers will be handed to the Financial Conduct Authority (FCA) to resolve the issues with investment company cost disclosures.

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Autumn Statement: AIC welcomes government’s promise to extend VCT sunset clause to 2035

The Chancellor has committed to extending VCTs’ sunset clause to 2035.

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Time for a shift of gear?

David Prosser explores how investment companies’ ability to borrow money can help investors reap greater returns.

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AIC welcomes Ros Altmann’s private members’ bill on costs

The AIC has welcomed Baroness Ros Altmann’s intervention in the debate about the disclosure of investment company costs.

Kerb appeal: What's your view on the discount of your trust?

Annabel Brodie-Smith asks Richard Shepherd-Cross and Bjorn Hobart for their thoughts on the discounts on their trusts.

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Hold your nerve

Deep discounts are no reason to throw in the towel, writes David Prosser.

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

Transaction in Own Shares

01/03/2024 - 08:00

Henderson Far East Income Limited

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Invesco Select Trust Plc - Appointment of Joint Corporate Broker and Financial Adviser

01/03/2024 - 08:00

Invesco Select Trust - Balanced Risk Allocation sh

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Invesco Select Trust Plc - Appointment of Joint Corporate Broker and Financial Adviser

01/03/2024 - 08:00

Invesco Select Trust - Global Equity Income shares

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Invesco Select Trust Plc - Appointment of Joint Corporate Broker and Financial Adviser

01/03/2024 - 08:00

Invesco Select Trust - Managed Liquidity share

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Invesco Select Trust Plc - Appointment of Joint Corporate Broker and Financial Adviser

01/03/2024 - 08:00

Invesco Select Trust - UK Equity shares

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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.