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

Kerb appeal: Would Labour winning the next election make any difference to UK property?

Fund managers from Custodian Property Income REIT and Tritax Big Box REIT on whether Labour winning next year's election would make a difference to the UK property sector.

Kerb appeal: How is your portfolio faring in the current challenging economic conditions?

Investment experts discuss how their portfolios are faring with the AIC's Annabel Brodie-Smith.

Kerb appeal: Are we near the top for interest rates and could this make a difference for property?

The Fund Manager of Custodian Property Income REIT and the Investment Director of Tritax Big Box REIT, share their thoughts on the possibility of peaking UK interest rates and whether this could make a difference for the UK property sector.

Kerb appeal: How is your portfolio having a positive environmental or social impact?

Richard Shepherd-Cross and Bjorn Hobart discuss how their portfolios of UK properties are having a positive environmental or social impact.

Kerb appeal: UK property webinar

A panel of experts discuss the UK property sector with Annabel Brodie-Smith.

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Revisiting renewables

Renewables could be worth a second look, writes Cherry Reynard.

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“I’m still standing”

Ian Cowie on the art of when to sell.

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Meet the manager: Indriatti van Hien

Portfolio Manager of The Henderson Smaller Companies Investment Trust.

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Investment companies in the limelight

David Prosser on how, despite market sentiment, interest in the investment companies sector is at an all-time high.

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FRC makes the right call on revisions to the UK corporate governance code

The Association of Investment Companies (AIC) has responded to the Financial Reporting Council’s policy update on its revisions to the UK Corporate Governance Code.

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“All the building blocks to perform in the future”

Managers of property investment companies talk opportunities and challenges.

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Investment company discounts widest since 2008

The average investment company traded at a discount of 16.9% at market close on 31 October 2023 – the widest discount for a month-end since December 2008.

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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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.
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Greencoat UK Wind beats its dividend target

Greencoat UK Wind (UKW) has released its results for its financial year ending 31 December 2023. UKW’s NAV fell slightly from £3.9bn to £3.8bn, equal to a fall from 167.1p to 164.1p on a per share basis. UKW’s share price also fell over the period, from 152p to 151.5p, finishing the year with a market […]

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

Total Voting Rights

01/03/2024 - 01:20

Smithson Investment Trust PLC

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Transaction in Own Shares

01/03/2024 - 01:20

Smithson Investment Trust PLC

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

29/02/2024 - 18:20

BlackRock Smaller Companies

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Form 8.3 - UK Commercial Property REIT Limited plc

01/03/2024 - 01:10

State Street Global Advisors

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

29/02/2024 - 18:20

BlackRock Throgmorton Trust

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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.