Compass: The AIC’s monthly newsletter

This month, Compass gets in the festive mood. Ian Cowie piles on the pounds with 2023’s winners and our fund managers look at what’s in store for 2024.

Latest articles, press releases and videos

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Taking the fight to climate change

David Prosser looks at investment companies with a positive environmental impact.

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20 investment companies achieve dividend hero status

There are now 20 investment companies that are dividend heroes, having increased their annual dividends for 20 years in a row.

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Winner of AIC Shareholder Engagement Award to be announced in September

“Biggest platforms in sector” leading on shareholder engagement – lang cat.

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Investment Trust Outlook | Asia - July 2023

What is the outlook for Asian equities and where are the attractive risks that are worth backing? Experts from abrdn and Schroders join us to discuss:

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In search of income

David Prosser on the investment companies with dividends that can compete with the best savings accounts.

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Investment Trust Outlook | Asia - July 2023

What is the outlook for Asian equities and where are the attractive risks that are worth backing? Experts from abrdn and Schroders join us to discuss:

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Meet the manager: Job Curtis

Portfolio Manager of City of London Investment Trust.

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Upfront investment or regular savings?

David Prosser examines which approach delivers better returns over time.

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AIC responds to Treasury Committee report on venture capital

Call for urgent action on VCTs’ sunset clause.

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Investment Trust Edge | 13th July 2023

In this Investment Trust Edge episode, we are joined by two expert Emma Bird, Head of Investment Trusts Research, Winterflood Investment Trusts, and James Carthew, Head o...

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Investment Trust Edge | 13th July 2023

In this Investment Trust Edge episode, we are joined by two expert Emma Bird, Head of Investment Trusts Research, Winterflood Investment Trusts, and James Carthew, Head o...

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Still waiting for the private equity recovery

David Prosser on the Chancellor’s push to get pensions investing in private companies.

Thematic research

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

Built to last

22 November 2023

UK commercial property trusts have weathered a fierce storm, but our analysts think their fortunes may already have passed a nadir...

The Asian century

15 November 2023

Failing to invest in Asia means omitting half the global economy from your portfolio...

Back to basics

1 November 2023

Higher rates mean re-visiting portfolio construction...

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QuotedData’s weekly news update 8th December

Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: Chrysalis (0:20) Baring Emerging EMEA Opportunities (3:23) Ecofin US Renewables (7:21) This week’s interview was with Joe Bauernfreund from AVI Japan Opportunity Trust– watch it […]
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Sub-scale Barings Emerging warns it may have to fold

Board of £73m investment trust hit by last year’s writedown of Russian assets warns it could become unviable if a performance-related tender offer is triggered in 2025.
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QD view – your vote will count in Arb fight

Discounts in the investment trust sector are almost double their average[1], with the combination of cost disclosure rules and rising interest rates creating widespread selling pressure. It is perhaps not surprising that this has caught the attention of activist investors who spot an opportunity. Saba Capital is the latest arbitrageur on the block, thought to […]
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Abrdn commits to buy over £30m of shares in its shrinking trust range

UK’s third-largest investment company manager will reinvest six months of fees in its 17 closed-end funds, a sign of confidence in a range that has contracted this year.
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SpaceX take-off could boost Baillie Gifford trusts and Seraphim

Elon Musk’s SpaceX begins talks on a tender offer that could up the value of the unlisted company by $25bn, a boon to six trusts that back it or invest in the sector.

Pacific Horizon

8 December 2023

Annual Overview from QuotedData

Schroder British Opportunities

6 December 2023

Results analysis from Kepler Trust Intelligence

Brown Advisory US Smaller Companies

6 December 2023

Investing in US small caps with investment trusts

Apax Global Alpha

4 December 2023

Hidden gems strategy delivering new investment opportunities

Aberforth Split Level Income

4 December 2023

New Research: Kepler Trust Intelligence

Result of AGM

09/12/2023 - 02:30

Ashoka India Equity Investment Tst

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Transaction in Own Shares

09/12/2023 - 02:20

Smithson Investment Trust PLC

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Temple Bar Investment Trust Plc - Transaction in Own Shares

08/12/2023 - 17:50

Temple Bar Investment Trust

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Transaction in Own Shares

09/12/2023 - 02:10

Schroder BSC Social Impact Trust

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Transaction in Own Shares

09/12/2023 - 02:10

Schroder AsiaPacific Fund PLC

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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.