Compass: The AIC's monthly newsletter

This month in Compass, we reveal which trusts would have made you an ISA millionaire! Ian Cowie weighs up ISAs vs SIPPs and VCTs celebrate their 30th birthday.

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AIC enhances website with new podcast directory and data archive

The AIC has added two new features to its website.

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Investment trust 2024 review (updated)

A record year for mergers and buybacks.

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Where in the world to invest?

David Prosser provides some inspiration for the coming year.

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How to capitalise on Christmas discounts

David Prosser explains how best to spot a bargain investment trust.

Investment Week Outlook 2025: What next for investment trusts

Investment Week' Linus Uhlig recaps the past 12 months, before turning to what can be expected in the investment trust world in 2025, with Annabel Brodie-Smith, Shavar Halberstadt and Charles Cade.

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FCA consumer disclosure consultation misses the mark

The AIC has commented on the release of the FCA’s consultation paper.

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The thing about discounts…

David Prosser says discounts can be a price worth paying.

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Director talk: Julia Chapman

Julia is senior independent director of GCP Infrastructure Investments.

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Investment trust 2024 review

A record year for mergers and buybacks.

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Meet the manager: Nitin Bajaj

Portfolio Manager of Fidelity Asian Values.

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Share buybacks may herald a new era for investment trusts

David Prosser on the record buyback activity of the past year.

Into the crystal ball: a 2025 vision for investment trusts

Interview with Jean Roche of Schroder UK Mid Cap Fund, Paul Niven of F&C Investment Trust and Carlos Hardenberg of Mobius Investment Trust.

Thematic research

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

Asia’s evolution: China’s dividend drive could reshape your income mix

14 March 2025

The new US administration has sucked oxygen from other important stories around the world. While the world was focused on Trump’s tariffs, China quietly announced a $41bn package to boost consumer spending.

Tech-tonic shifts

13 March 2025

Why do tech stocks feature so highly for Asia equity income trusts?

The Best SIPP Providers

9 March 2025

Kepler Trust Intelligence takes a look at the best SIPP providers on offer for investors.

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F&C hopes fee cut and performance beat will light up shares

F&C Investment Trust’s shares struggle to make headway despite manager Paul Niven growing the portfolio and the board negotiating a fee cut.
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Keystone: Former Saba target’s wind-down plan achieves 99% approval

Investors in Baillie Gifford’s Keystone Positive Change have voted overwhelmingly in favour of liquidating the fund after a tumultuous few months fighting Saba Capital.
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Schroders Capital Global’s bumper first sale after wind-down vote

The former Woodford Patient Capital fund offloads its first holding after shareholders voted for a managed wind-down at the end of February.
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Onward Opportunities delivers best in class returns for 2024

Onward Opportunities Limited (ONWD) announced its annual results for the 12 months to 31 December 2024. The company delivered a NAV total return of 21.5%, comfortably outperforming the benchmark UK AIM All-Share’s total return by 25.4%, which fell during the same period. ONWD’s share price total return was 34.2%. During the financial year, the company […]
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Harworth posts 9.1% return in 2024

Harworth Group delivered a NAV total return of 9.1% over 2024, after seeing EPRA net disposal value (NDV) increase 8.5% driven by gains on development sites and land sales. Over the last five years the company has posted average annual returns of 8.4% against the MSCI All Property Index of 5.1%. EPRA NDV per share […]

Invesco Bond Income Plus

18 March 2025

2025 is going to be harder – but all-in yields are attractive and there will be select opportunities.

HarbourVest Global Private Equity

14 March 2025

Gateway To The PE Universe.

Law Debenture Corporation

14 March 2025

Continued strength in diversity.

AVI Japan Opportunity Trust

14 March 2025

QuotedData's Weekly News Show.

Lindsell Train

14 March 2025

Form is temporary, class is permanent.

Transaction in Own Shares

18/03/2025 - 19:20

BioPharma Credit PLC

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

18/03/2025 - 18:20

BlackRock Smaller Companies

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

18/03/2025 - 17:50

BlackRock Throgmorton Trust

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BlackRock Greater Europe Investment Trust Plc - Transaction in Own Shares

18/03/2025 - 17:50

BlackRock Greater Europe

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Transaction in Own Shares

18/03/2025 - 18:40

AVI Global Trust PLC

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Glossary

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

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