Compass: The AIC’s monthly newsletter

This month in Compass, join us as we mull over Trump and the Budget, catch up with Showcase sessions you missed, and spice up your life with some higher-risk trust picks.

Latest articles, press releases and videos

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How will Canadian investments be affected by the federal election?

Investment company managers comment on their Canadian holdings.

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Freetrade interviews Elmley de la Cour

Elmley de la Cour from the AIC discusses investment companies with Freetrade's Dan Lane.

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Parents and students underestimate student debt as A-Level results day approaches

The official figure is £45,000.

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Investment company purchases on adviser platforms reach record high in first quarter of 2021

Over 1,800 firms are using investment companies.

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AIC appoints Richard Stone as Chief Executive

The AIC has appointed Richard Stone as Chief Executive of the Association effective from 13 September 2021.

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AIC says FCA’s PRIIPs performance proposals are “a step in the right direction” but other changes are “underwhelming”

AIC responds to the FCA’s Consultation Paper on PRIIPs.

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Pandemic puts off a quarter of young people from university

89% of students say COVID made university worse value for money.

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Winners of the AIC Shareholder Communication Awards 2021 announced

The AIC reveals the winners of its annual awards.

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An easy choice

Investment companies versus single stocks – Ian Cowie gives his verdict.

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Top 20 most viewed investment companies in H1 2021

Which company tops the list?

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Regular saving or lump sum investment?

David Prosser asks which is best.

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AIC says audit reforms should target larger more complex companies

"A one-size-fits-all approach will place disproportionate regulatory costs on smaller non-complex companies"

Thematic research

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

Risky business

24 November 2024

Addressing the concentration conundrum in US equities doesn't have to mean sacrificing returns.

Going toe to toe

14 November 2024

What really happens when you compare investment trusts and OEICs with near identical mandates?

Healthcare-focused trusts: A sector on the mend

12 November 2024

Edison’s healthcare-focused trusts report examines the current state and prospects of healthcare-focused investment trusts, highlighting the sector’s resilience and potential for recovery following the COVID-19 pandemic and subsequent market corrections.

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Schroder European REIT results reflect improving real estate market

Schroder European REIT annual results to illustrate the improving conditions in the real estate sector, with the second half of its financial year (the six months to 30 September 2024) displaying signs of stability. The company’s NAV fell 4.3% to 122.7 euro cents per share, with the decline primarily driven by outward yield movement in […]
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Alpha Real Trust to delist and offer shareholders tender offer at NAV

Alpha Real Trust, the real estate debt specialist, has proposed delisting its shares from the Specialist Fund Segment and offering shareholders a tender offer at NAV. The company is majority owned by Alpha Global Property Securities Fund Pte. Limited and persons acting in concert with Alpha Global, which together own 88% of shares in the […]
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QuotedData’s morning briefing 6 December 2024 – MTU, KPC, ESO, GPM, STS, ADIG

In QuotedData’s morning briefing 6 December 2024: Montanaro UK Smaller Companies (MTU) has published its interim results for the six months to 30 September 2024. Key highlights from the results are: With effect from 31 December 2024, MTU will be paying a regular quarterly dividend equivalent to 1.5% of the Company’s NAV, amounting to a […]
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Nitin Bajaj: Why Trump’s tariffs won’t scare China 

The more pressure the US puts on China, the more Asia’s powerhouse will take global market share, says the Fidelity Asian Values fund manager.

Baker Steel Resources: Veteran team bets on early-stage miners

Baker Steel Resources Trust, is one of five funds managed by Baker Steel, a specialist fund manager offering a range of funds in the natural resources, gold and precious metals sectors.

SDCL Energy Efficiency Income

5 December 2024

Robust performance in H125.

The Global Smaller Companies Trust

5 December 2024

Why small-caps deserve your attention next year.

Triple Point Social Housing REIT

4 December 2024

Fully covered DPS.

Renewables Infrastructure Group

4 December 2024

TRIG's underlying fundamentals don't warrant the discount.

Gresham House Energy Storage

4 December 2024

Improving prospects suggest discount is overdone.

Notice of AGM

06/12/2024 - 08:10

Schroder Eur Real Est Inv Trust PLC

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Directorate Change

06/12/2024 - 08:10

Schroder Eur Real Est Inv Trust PLC

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Dividend Declaration

06/12/2024 - 08:10

Schroder Eur Real Est Inv Trust PLC

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Annual Overview from QuotedData

06/12/2024 - 08:00

AVI Global Trust PLC

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Circ re. proposals for Keystone IT reconstruction

06/12/2024 - 08:00

Keystone Positive Change I.T. PLC

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Glossary

What does that word mean? Find your way around investment trust jargon.

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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.