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

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A new tax year

Ian Cowie explains how investors can spring clean their portfolios.

Evolution and opportunity

Peter Spiller, investment manager of Capital Gearing, discusses the development of the investment company industry over 35 years.

The long game

Ian Cowie explains why investors can take comfort from investment companies' durability.

Foreign & Colonial at 150

A Q&A with Paul Niven, fund manager of the oldest investment company.

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150 years of innovation

The managers of the first three investment companies, founded in the 19th century, explain why they are still relevant today.

ISAs: use them or lose them

Time is running out to make the most of this year’s ISA allowance. David Prosser explores why investment companies could be a good choice.

The data revolution that could cure the ills of the NHS

BB Healthcare manager, Paul Major, discusses the tech solutions to healthcare’s challenges.

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Changing times, one vision

Discover how investment companies have been meeting investors' needs for 150 years.

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What is private equity?

Private equity fund managers explain how they help companies grow while aiming to generate good returns for their investors.

Learning to invest in 5 easy steps

A new guide from Janus Henderson Investors.

Taking AIM

Andy Gray, manager of Artemis VCT, discusses why the Alternative Investment Market offers a 'sweet spot' for investors.

From little acorns

Ian Cowie explains how VCTs can help investors do well by doing good.

Thematic research

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

Hong Kong Phoney

12 September 2024

What future does the Hong Kong stock market have under China’s growing influence?

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.

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Pacific Horizon propels TSMC to top spot in semiconductor drive

Baillie Gifford fund managers Roderick Snell and Ben Durrant hike their holding in Taiwan’s chip giant after a significant underweight held back the Asia trust’s performance.
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Target Healthcare resumes dividend growth as care homes stabilise

The 6.4%-yielding care home investor restores the progressive dividend policy halted last year as property values and rental income recover.
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Dividend growth drives City of London Investment Trust to strong year

City of London Investment Trust (CTY) announced its annual results for 12 months to 30 June 2024. The company delivered a NAV total return of 15.6%, ahead of the benchmark return of 13%. The share price total return was 11.3%, leading the discount to widen to 1%. Dividends per share were 20.6p, up 2.5% for […]
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Solid year for Murray Income, although stock selection sees benchmark drag

Murray Income (MUT) has a announced its annual report for the 12 months to 30 June 2024. The company delivered a NAV total return of 9.9% and a share price total return of 7.6%, causing the discount to widen to 11%. Dividends per share were 38.5p for a yield of 4.5%. The benchmark total return […]
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Solid year for Murray Income, although stock selection sees bechmark drag

Murray Income (MUT) has a announced its annual report for the 12 months to 30 June 2024. The company delivered a NAV total return of 9.9% and a share price total return of 7.6%, causing the discount to widen to 11%. Dividends per share we 38.5p for a yield of 4.5%. The benchmark total return […]

Finsbury Growth & Income Trust

16 September 2024

Equity proposition

JPMorgan Emerging Markets

16 September 2024

JMG is trading on a wide discount relative to its history.

Impax Environmental Markets

13 September 2024

QuotedData's Weekly News Show - Jon Forster from Impax Environmental Markets.

Partners Group Private Equity

11 September 2024

Healthy realisations in H124.

Volta Finance

11 September 2024

FY'24: Another year of outperformance.

MIGO Opportunities Trust plc - Result of AGM

18/09/2024 - 13:10

MIGO Opportunities Trust

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Samson Rock Capital LLP - Form 8.3 - Tritax Eurobox Plc

18/09/2024 - 12:50

Tritax Eurobox

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Form 8.5 (EPT/RI) - Tritax EuroBox

18/09/2024 - 13:00

UBS AG (EPT)

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Form 8.5 (EPT/RI) - Balanced Commercial Property

18/09/2024 - 13:00

GoldmanSachs International

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Form 8.5 (EPT/RI)

18/09/2024 - 12:30

Winterflood Securities Limited

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Glossary

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

Research tools

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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.