Compass: The AIC’s monthly newsletter

This month in Compass, Ian Cowie goes searching for income, Faith Glasgow asks when is the right time to rebalance and we find out more about our Showcase managers’ lives.

Latest articles, press releases and videos

Thematic research

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

Dream team

29 August 2024

Our analysts review how their fund picks for 2024 have done.

Turning a corner

22 August 2024

Property values are finally stabilising.

Everything you’ve ever wanted to know about investment trusts but were too afraid to ask

21 August 2024

We answer our readers’ questions about investment trusts.

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QuotedData’s weekly news show 6th September 2024

Thank you to everyone that listened in today on our YouTube channel. In this week’s show, James Carthew covered the week’s top stories: PRS REIT (0:41) SEGRO / Tritax EuroBox (4:02) Balanced Commercial Property Trust (6:41) Artemis Alpha / Aurora (8:10) JPMorgan Core Real Assets (10:33) Digital 9 Infrastructure (11:51) Andrew McHattie covered: Major rises over the […]
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The future of private equity

I was recently asked about the outlook for listed private equity funds and whether it was likely to improve along with the more optimistic macroeconomic environment. Despite having a strong track record of achieving strong realisations and the private funds generally reporting good operational performance from their underlying holdings, the sector seems to struggle to […]
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Glennie calls UK revival as Abrdn UK Smaller Cos hits two-year high

Good stock picking and an easing in inflationary pressures see Abrdn UK Smaller Companies Growth return 18.1% in year to 30 June after two years of underperformance.
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RM Infrastructure Income to tender fifth of shares

The 8.9%-yielding debt fund will buy up to £20m of its shares as it continues its wind-down process after a failed merger.
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Digital 9 Infrastructure NAV collapses to 45p

Digital 9 Infrastructure (DGI9) has published a company update including details of an unaudited portfolio valuation and updated net asset value and the news is not good – its board believes that “the aggregate portfolio valuation as at 30 June 2024 is likely to be materially below the latest published portfolio valuation as at 31 […]

Geiger Counter

5 September 2024

Dawn of a new era for uranium

Aberforth Geared Value & Income

4 September 2024

AGVI could be the highest-conviction play on a UK recovery.

Impact Healthcare REIT

3 September 2024

Visible growth.

BBGI Global Infrastructure S.A.

2 September 2024

Results analysis from Kepler Trust Intelligence.

STS Global Income & Growth Trust

30 August 2024

QuotedData's Weekly News Show - James Harries from STS Global Income & Growth Trust

Russian Court Order - Update

06/09/2024 - 19:00

JPMorgan Emerging EMEA Securities

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

06/09/2024 - 17:40

BlackRock Sustainable American Income

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Transaction in Own Shares

06/09/2024 - 18:40

Smithson Investment Trust PLC

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Fidelity Emerging Markets Ltd - Transaction in Own Shares

06/09/2024 - 17:40

Fidelity Emerging Markets

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Transaction in Own Shares

06/09/2024 - 18:40

European Opportunities Trust PLC

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Glossary

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

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