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

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Taking the fight to inflation

David Prosser goes in search of inflation-busting income and capital growth.

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Investment company H1 2023 review

Investment companies raised just under £1bn in tough first half.

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Investment Trust Update | 7th July 2023

In this investment trust update, Ken McCullagh steps down as the chair of abrdn’s UK Commercial Property REIT, Civitas Social Housing announces a 16.5% share price decl...

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FCA’s own liquidity management review casts doubt on LTAF decision

The AIC has responded to the FCA’s review of liquidity management in asset managers.

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Investment Trust | AIC

In this Investment Trust session, we explore Generative AI, Yen Stability, and Corporate Governance with our speaker Nick Britton, Head of Intermediary Communications, AI...

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Investment Trust | AIC

In this Investment Trust session, we explore Generative AI, Yen Stability, and Corporate Governance with our speaker Nick Britton, Head of Intermediary Communications, AI...

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AIC pays tribute to Helen Pridham with new Media Award

Helen Pridham Rising Star Award to recognise up-and-coming journalists.

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AIC celebrates 100th person to achieve Investment Company Accreditation

Nick Britton presents a certificate to Ahsan Vayani of Quilter Cheviot.

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Size isn’t everything

Smaller investment companies can be just the ticket for private investors, argues David Prosser.

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Selling LTAFs to retail investors could prove to be a mistake

The AIC has responded to today’s publication of the Financial Conduct Authority’s Policy Statement PS23/7.

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Meet the manager: Andrew Bell

Chief Executive Officer, Witan Investment Trust.

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Could AI “serve as a catalyst driving the biotech industry into the future”?

Biotechnology & Healthcare investment companies comment on the “bright” outlook for the sector.

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...

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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 […]
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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.
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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 […]
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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.
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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.