Compass: The AIC’s monthly newsletter

This month in Compass, Ian Cowie looks for opportunities under Labour, managers discuss the Japanese rally and Faith Glasgow delves into the Alliance Witan merger.

Latest articles, press releases and videos

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Where to find high income with consistency

David Prosser on the dividend hero investment trusts.

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Investment Trust Edge | March 2024

In this Investment Trust Edge, we are joined by three experts who discuss HG Capital Trust, the wider private equity sector and increased merger activity in the closed-en...

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Top performing investment trust ISAs over the last 25 years

18 trusts returned over £100,000 from a one-off £7,000 investment.

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Investment Trust Update | March 2024

In the latest Investment Trust Update, Rory Palmer discusses the enduring concerns for the BlackRock World Mining Fund, the AIC Dividends Hero list and the open letter to...

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Meet the manager: Linda Lin

Co-Manager of Baillie Gifford China Growth.

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Dividend heroes

Ten investment trusts have raised dividends for 50+ years.

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Keynote: Cost disclosures with Baroness Ros Altmann

Richard Stone, Chief Executive of the Association of Investment Companies, discusses challenges with Baroness Ros Altmann, emphasizing regulatory issues leading to mislea...

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The changing face of investment trusts

How the industry has changed since 1999.

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Better times ahead for UK plc?

David Prosser explores opportunities for investors in small- and mid-cap stocks.

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Merger magic

Faith Glasgow on investment trust mergers and what they mean for investors.

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Spring Budget 2024: all UK-listed companies should be eligible for the UK ISA

The AIC has commented on the proposed introduction of a UK ISA.

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Why is fund management still a man's world when 41% of investment trust directors are women?

12% of fund managers are women.

Thematic research

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

Things can only get better

10 July 2024

Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year.

Private equity: Stick or twist?

25 June 2024

Avoiding the ‘pig in the python’.

Emerging markets – Worthy of consideration

10 June 2024

In this report Edison provide an overview of emerging markets and suggest why they warrant an allocation within a global portfolio.

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Bluefield sells half of solar portfolio to GLIL Infrastructure

Bluefield Solar Income completes second phase of partnership with group of UK pension funds, giving it cash to reduce its overdraft and invest in a construction pipeline.
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Scottish Oriental makes it easier for Sentier Investors to earn 10% performance fee

The board lowers the hurdle rate against the MSCI AC Asia ex-Japan Small Cap index from 10% to 2% to incentivise First Sentier Investors manager Vinay Agarwal to outperform.
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Hammerson makes £1.5bn ‘transformational’ sale

Hammerson has sold its retail outlets business Value Retail for £1.5bn, generating cash proceeds of £600m. The disposal of the stake in Value Retail, which holds nine outlet centres across the world including Bicester Village, was at a price that represented an exit cash yield of 3.4% and crystallised a 10-year IRR of 13%. It was, […]
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Riverstone Credit plunges on Harland & Wolff write-down

Debt fund cuts value of its £200m loan by 20% and reassesses the quarterly dividend as the UK government says it won't act as guarantor for the struggling shipbuilder.
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Riverstone Credit in talks to extend Harland & Wolff loan facility

Struggling shipbuilder in talks with Riverstone Credit Opportunities Income to extend a $115m debt facility charging 14% interest after the government refuses to act as guarantor.

Baillie Gifford China Growth

22 July 2024

Economic transition driving growth opportunities.

Vietnam Enterprise Investments

19 July 2024

VEIL looks set to benefit from a strong earnings recovery in Vietnam this year.

CT UK High Income

19 July 2024

CHI offers a unique strategy that could complement a traditional UK equity income portfolio.

Invesco Global Equity Income Trust

18 July 2024

IGET's new enhanced dividend policy means strong income and growth potential.

JPMorgan American

17 July 2024

JAM has carefully and successfully navigated the US market over several years

Transaction in Own Shares

22/07/2024 - 19:10

Bellevue Healthcare Trust PLC

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Transaction in Own Shares

22/07/2024 - 19:00

Bankers Investment Trust PLC

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Issue of Equity

22/07/2024 - 19:00

Henderson Far East Income Limited

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Transaction in Own Shares

22/07/2024 - 18:50

Smithson Investment Trust PLC

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

22/07/2024 - 17:50

BlackRock Sustainable American Income

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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.