Compass: The AIC’s monthly newsletter

This month, Compass embarks on an adventure. Ian Cowie gets lost in space and our VCT managers are on a mission to discover the companies of the future.

Latest articles, press releases and videos

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ESG remains a “minefield” for advisers and wealth managers

91% recommend sustainable funds and 72% expect demand to increase. Less than a fifth of intermediaries trust ESG ratings.

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In praise of property

David Prosser explains how investment companies offer clear advantages over other possible routes into the property sector for investors.

Hardman Talks: Equity income & AIC dividend heroes

Keith Hiscock and Riccardo Bindi are joined by Annabel Brodie-Smith, Communications Director of the AIC to talk about using investment companies to generate equity income and the work the AIC has published on what it calls “dividend heroes”.

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Narrowing Trust Discounts

In this update, Rory Palmer discusses abrdn proposing Merger of Closed-End Income Funds, discounts on UK Mid and Small Cap Focus Trusts narrow and Nick Greenwood to co-ma...

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Top trusts on double-digit discounts

A list of the 20 best performing investment companies over ten years that are currently trading on double-digit discounts has been published by the Association of Investment Companies (AIC).

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Meet the manager: Jean Hugues de Lamaze

Manager of Ecofin Global Utilities and Infrastructure Trust.

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Investment Trust Edge | 19th October 2023

In this Investment Trust Edge episode, we are joined by three experts to discuss Alliance Investment Trust, China's market, and Governance in Investment Trust Boards.

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A new home for income investors?

David Prosser weighs up whether bonds or equities are a better choice for income investors.

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AIC launches ‘My portfolios’ tool to help investors keep track of their investments

The Association of Investment Companies (AIC) has launched a new tool called ‘My portfolios’ to help investors keep track of their investment company holdings.

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Investment company shareholders steering clear of AGMs

Nearly nine in ten private investors in investment companies have rarely or never attended an annual general meeting, according to research from the Association of Investment Companies.

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Can activist investors be a positive force for shareholders?

David Prosser argues that activist campaigns can bring benefits to shareholders.

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Should you pay extra for performance?

David Prosser weighs up the pros and cons of performance-related fees on investment companies.

Thematic research

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

Range anxiety

7 February 2024

We look at what context we can gain from ten years of discount analysis.

2023 was an annus horribilis for Infrastructure and Renewable Energy

1 February 2024

The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs).

Share the wealth, Xi...

25 January 2024

The world's most successful communist country could benefit from a welfare state.

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Tritax Big Box REIT doubles down on developments as market improves

Tritax Big Box REIT has said improving market conditions has reinforced its conviction for logistics development projects. In annual results for the period to 31 December 2023, the company said that easing inflation, continuing rental growth, and improving yields on cost make its development programme more attractive. It added that it will continue to sell […]
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European Opportunities capitalises on the Novo Nordisk rally to beat the market

European Opportunities (EOT) has released its interim results for the half year ended 30 November 2023. Selected highlights as follows: EOT generated a NAV total return of 4.3% over the period and a share price total return of 7.7%. Both of these represent an outperformance relative to EOT’s benchmark, the MSCI Europe Index, which returned […]
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Novo Nordisk’s fat returns drive Darwall fund higher and could keep Boaz at bay

Half-year results show the £599m European Opportunities Trust that recently underwent a 25% tender offer beat its benchmark, but has work to do with activist Saba holding 4%.
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‘Buy’ this renewable fund’s clean and well-covered 7% dividend

Results from The Renewables Infrastructure Group (TRIG) demonstrate the sell-off of clean energy funds has gone too far and the shares look attractive on a 20% discount.
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JPMorgan Emerging Markets offers 2029 tender if performance doesn’t improve

Two leading value investors are thought to have pressed the board to buy back 25% of the trust's shares if returns do not beat the MSCI Emerging Markets index in next five years.

Fidelity Japan Trust

29 February 2024

FJV looks for undiscovered growth stories in Japan.

Law Debenture Corporation

28 February 2024

One plus one equals three.

Real Estate Credit Investments

27 February 2024

French and German exposures in perspective

Ashoka India Equity

26 February 2024

AIE is the top-performing India fund since launch.

Atrato Onsite Energy

23 February 2024

QuotedData's Weekly News & Interview

Finsbury Growth & Income Trust Plc - Total Voting Rights

01/03/2024 - 08:40

Finsbury Growth & Income Trust

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Augmentum Fintech Plc - Total Voting Rights

01/03/2024 - 08:40

Augmentum Fintech

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Total Voting Rights

01/03/2024 - 08:40

Princess Private Equity Holding Ltd

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Total Voting Rights

01/03/2024 - 08:40

Triple Point Venture VCT PLC

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Holding(s) in Company

01/03/2024 - 08:20

Taylor Maritime Investments Limited

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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.