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

Investors Chronicle seminars: Opportunities for investment companies

The Investors Chronicle presents a series of four sessions covering closed-ended funds.

Wind farms - the prospects for Greencoat UK Wind

Renewable answer for those searching for yield.

A week in the life of...Charlie Thomas

Charlie Thomas, Manager of Jupiter Green describes his busy working week.

Opportunities for growth and the outlook for the environmental sector

Looking at resource optimisation and environmental markets.

Edinburgh Investment Trust - the advantages of an investment trust board

A view from David Prosser, former Business Editor of The Independent, Personal Finance Editor of the Daily Express, and Deputy Editor of Money Observer magazine.

2013 - the year of the investment trust?

A view from David Prosser, former Business Editor of The Independent, Personal Finance Editor of the Daily Express, and Deputy Editor of Money Observer magazine.

European small caps benefit from dynamic management

They can plough their own furrow and deliver returns in unappetising environments, as long as the management make the right decisions.

My best investment - Stephen Macklow-Smith, Manager, JPMorgan European Growth and European Income

‘One of the success stories for the fund that I run has been German company Duerr.’

Jackie Lockie blog: Hit the road, Jack!

A look at what’s next for the AIC’s adviser training.

Flexibility the key in a challenging private equity market

Private equity isn’t what it used to be.

The outlook for Private Equity

Pantheon International Participations take a global approach to investing, selecting high quality managers to build a portfolio diversified by geography, age and style.

My best investment - Urs Wietlisbach, Manager, Princess Private Equity

‘We focus on market-leading global small/mid cap private companies where we see further potential to grow the business’.

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...

Quoted data logo

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 […]
Citywire logo

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.
Quoted data logo

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 […]
Citywire logo

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.
Citywire logo

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.