Compass: The AIC’s monthly newsletter

This month in Compass, join us as we mull over Trump and the Budget, catch up with Showcase sessions you missed, and spice up your life with some higher-risk trust picks.

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Unexpected Brexit opportunities

Alasdair McKinnon, Manager of The Scottish Investment Trust, explains why the surprises of the past year have been a gift for 'ugly duckling' investors.

Ian Sayers blog: Flat whites and consumer rights

Ian Sayers invites the FCA out for a coffee to discuss the Asset Management Market Study.

Time to give up on investment funds? Not all of them

David Prosser shares the questions investors should ask when approaching the investment market.

The future is Real

Will Fulton, Manager of UK Commercial Property Trust, on what’s next for UK real estate.

How to stay ahead of market highs

With the stock market hitting record levels, David Prosser looks at how investors can make the most of the bullish environment.

Environmental markets

Jon Forster, Co-Manager of Impax Environmental Markets, explains why drivers of the environmental sector are increasingly beyond political intervention.

Biotechnology is undeterred

Geoffrey Hsu, Portfolio Manager of The Biotech Growth Trust, reveals why the fundamentals of biotechnology remain strong.

Should you sell in May and go away?

David Prosser asks whether the old investment adage holds true, or whether there is more to the story.

“The only certainty is there is much to be uncertain about”

Charles Luke, Manager of Murray Income Trust, gives his thoughts on the impact of Brexit on the UK.

Something for nothing

The ISA allowance has increased to £20,000 meaning investors can save almost a third as much again in their ISA.

Outlook for Europe

Sam Morse, Manager of Fidelity European Values, on the outlook for Europe as Brexit begins.

The social value of VCTs

Patrick Reeve, Managing Partner of Albion Ventures explains why socially positive investment is good for investors.

Thematic research

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

Risky business

24 November 2024

Addressing the concentration conundrum in US equities doesn't have to mean sacrificing returns.

Going toe to toe

14 November 2024

What really happens when you compare investment trusts and OEICs with near identical mandates?

Healthcare-focused trusts: A sector on the mend

12 November 2024

Edison’s healthcare-focused trusts report examines the current state and prospects of healthcare-focused investment trusts, highlighting the sector’s resilience and potential for recovery following the COVID-19 pandemic and subsequent market corrections.

Citywire logo

Southey Capital offers unhappy Home Reit investors a £32m exit

Distressed assets investor offers 4p a share to Home Reit investors unable to sell the scandal-hit real estate fund during its suspension of nearly two years.
Citywire logo

It’s nearly the end for the former Woodford Patient

Schroder Capital Global Innovation, the former Woodford Patient Capital Trust, faces a continuation vote early next year that will likely spell the end of a fund that suffered ‘a painful destruction of value’.
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Home REIT receives tender offer for company

Home REIT has received a tender offer from Southey Capital Ltd for its shares at 4p each, valuing the company at around £32m. Southey said that the offer provides shareholders with an opportunity to realise liquidity before a full de-listing. The board of Home REIT said that it was not contacted by Southey ahead of […]
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Finsbury Growth & Income offers continuation vote

After reporting another year of underperformance under fund manager Nick Train, the £1.4bn UK equity investment trust will give shareholders a vote on the company’s future.
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Challenges continue for Finsbury Growth & Income Trust leading to continuation vote in 2026

Finsbury Growth & Income Trust (FGT) announced its annual results for the year ended 30 September 2024. The company delivered a NAV total return of 8.2% compared with a benchmark total return of 13.4%. The share price return over the same period was 3.4%, reflecting a widening of the discount to NAV which was 8.5% […]

Triple Point Social Housing REIT

4 December 2024

Fully covered DPS.

Gresham House Energy Storage

4 December 2024

Improving prospects suggest discount is overdone.

abrdn Asia Focus

3 December 2024

AAS offers a portfolio of exciting growth opportunities at a significant discount.

Polar Capital Global Healthcare

3 December 2024

Executive interview.

Edinburgh Investment Trust

3 December 2024

Strong stock selection across EDIN's portfolio has been driving returns.

BlackRock Throgmorton Trust Plc - Transaction in Own Shares

04/12/2024 - 17:40

BlackRock Throgmorton Trust

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BlackRock Greater Europe Investment Trust Plc - Transaction in Own Shares

04/12/2024 - 17:40

BlackRock Greater Europe

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BH Macro Limited - Transaction in Own Shares

04/12/2024 - 17:40

BH Macro

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BH Macro Limited - Transaction in Own Shares

04/12/2024 - 17:40

BH Macro

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BlackRock Income and Growth Investment Trust Plc - Transaction in Own Shares

04/12/2024 - 17:40

BlackRock Income & Growth

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