Compass: The AIC's monthly newsletter

This month in Compass, we discover how Europe is thriving despite tariff tensions and Ian Cowie explains why diversification is more important than ever.

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Focussing on what matters in Japan

Fidelity Japan Trust portfolio manager Nicholas Price discusses the importance of bottom-up stock picking and focussing on companies that can continue to grow over the medium term.

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Advisers’ investment company purchasing patterns shift in Q1 2022

Commodities sector jumps to fifth place in first quarter of year.

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How much is too much?

David Prosser discusses how much you can withdraw from your investment without running out of money.

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AIC welcomes pragmatic approach to requirement for FTSE 350 companies to appoint challenger auditors

However, it is important that FTSE 350 investment companies are excluded from this requirement.

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Queen’s Platinum Jubilee

Experts explain why investment companies continue to be successful.

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Winners of the AIC Shareholder Communication Awards 2022 announced

The awards recognise exceptional shareholder communication by AIC member investment companies and their managers.

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Inflation, what inflation?

Investment company managers on prospects for Japan.

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Investments to preserve your wealth

David Prosser discusses how investment companies can help investors to preserve their wealth in tough economic times.

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Sale now on: big-name investment companies on wide discounts

Faith Glasgow looks for bargains among mainstream investment companies.

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Where next for investors in open-ended property funds?

Property investment companies are the better option.

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The outlook for China

Fidelity China Special Situations portfolio manager Dale Nicholls provides an update on the trust and reflects on what has been a very challenging period for investors.

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Fidelity Asian Values: Getting inside the manager’s head

Fidelity Asian Values portfolio manager Nitin Bajaj provides a detailed insight into his small-cap value investment approach at a time he’s finding many attractive opportunities and utilising the investment trust’s ability to gear in order to take advantage.

Thematic research

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

Investing in Asia with investment trusts

19 June 2025

How investment trusts provide exposure to the growth story in Asia.

Bank to the Future

18 June 2025

Banks are changing, they’re more resilient, more disciplined, and better capitalised for the future.

Get Rich Slowly: Dopamine over discipline?

15 June 2025

Our investment specialist reflects on the lure of chasing the hot stocks.

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Trust news round-up: RIT Capital, Cordiant Digital, Vietnam Enterprise, JPM Real Assets

We summarise the latest upates from four investment trusts.
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Foresight Environmental Infrastructure delivers record portfolio cashflows and resets strategic focus

Foresight Environmental Infrastructure (FGEN) has reported its annual results for the year ended 31 March 2025, during which the company continued to generate robust income from its diversified portfolio despite a volatile macroeconomic environment for listed infrastructure trusts. For the tenth consecutive year, FGEN achieved record cash receipts from its underlying investments, totalling £90.4m, which […]
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Gresham House Energy Storage announces project-level equity deal for Glassenbury

Gresham House Energy Storage Fund (GRID) has completed an £8.6m third-party equity raise for Glassenbury Battery Storage Ltd, the special purpose vehicle which owns its Glassenbury A and B projects in Kent. The capital will fund the augmentation of the 50MW projects from 38MWh to 110MWh, increasing duration to 2.2 hours. The equity has been […]
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RTW Biotech Opportunities’ Corxel Pharmaceuticals makes clinical progress

RTW Biotech Opportunities (RTW) has provided an update on private portfolio company Corxel Pharmaceuticals, its second-largest core holding as at 31 May 2025, representing 8.3% of NAV. Corxel, a clinical-stage biopharma firm developing therapies for cardiometabolic diseases, recently announced two key developments relating to its lead candidate, CX11 – an investigational, once-daily oral GLP-1 receptor […]
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QuotedData’s morning briefing 24 June 2025 – CLDN, FJV, LTI, ESCT, CCJI, JEMA, SRE

In QuotedData’s morning briefing 24 June 2025, Caledonia is holding its public companies spotlight today, which includes a live webcast, Fidelity Japan shareholders have approved changes to its articles that will give the board six months rather than three to come up with proposals following its failed continuation vote, Mike Lindsell has been buying shares […]

AEW UK REIT

23 June 2025

Reinvesting for capital & income growth.

HgCapital Trust

19 June 2025

HgT – equity proposition.

Hansa Investment Company

18 June 2025

Combination heralds a bigger, simpler structure.

Rockwood Strategic

18 June 2025

RKW’s performance-driven promotion to the FTSE All-Share Index could open up a wider investor base.

Hansa Investment Company

18 June 2025

Combination heralds a bigger, simpler structure.

Transaction in Own Shares

23/06/2025 - 17:49

Manchester & London

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Transaction in Own Shares

23/06/2025 - 17:45

Henderson Smaller Companies

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Transaction in Own Shares

23/06/2025 - 17:44

MIGO Opportunities Trust

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Transaction in Own Shares

23/06/2025 - 17:42

Impax Environmental Markets

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Transaction in Own Shares

23/06/2025 - 17:35

GCP Infrastructure Investments

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Glossary

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