Compass: The AIC’s monthly newsletter

This month in Compass, Ian Cowie goes searching for income, Faith Glasgow asks when is the right time to rebalance and we find out more about our Showcase managers’ lives.

Latest articles, press releases and videos

Why did we invest?

Spotting a company that can harness a long term structural market shift is a potent force for value creation.

Blog: Investors in the driving seat…and not before time

Ian Sayers gives his view on the platforms conclusion.

The outlook for the commercial property sector

How does commercial property justify its place in a diversified portfolio?

Mind the Gap: Property managers focus on prime locations

What is the outlook for the property investment company sector?

A week in the life of...Mike Adams

Mike Adams, Chief Executive of MedicX describes his busy working week.

My best investment - Michael Morris, Picton Property Income Limited

Why property is about buying well and focussing on income generation.

An approach to income investing

The manager shares his strategy for investment in the income sector.

What should investors consider when choosing an investment fund?

Which factors are most important when deciding where to put your money?

Things on the up for closed-ended funds

The message from the sector is a positive one.

Changes are afoot for the investment company sector

How will the industry be more accessible to retail investors?

What potential does the Smaller Companies sector hold?

An article from Neil Hermon, fund manager of Henderson Smaller Companies.

The outlook for the investment company industry by Andrew Bell, recently elected chairman of the AIC

AIC Chairman’s comment on the investment company industry.

Thematic research

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

Hong Kong Phoney

12 September 2024

What future does the Hong Kong stock market have under China’s growing influence?

Dream team

29 August 2024

Our analysts review how their fund picks for 2024 have done.

Turning a corner

22 August 2024

Property values are finally stabilising.

Citywire logo

Pacific Horizon propels TSMC to top spot in semiconductor drive

Baillie Gifford fund managers Roderick Snell and Ben Durrant hike their holding in Taiwan’s chip giant after a significant underweight held back the Asia trust’s performance.
Citywire logo

Target Healthcare resumes dividend growth as care homes stabilise

The 6.4%-yielding care home investor restores the progressive dividend policy halted last year as property values and rental income recover.
Quoted data logo

Dividend growth drives City of London Investment Trust to strong year

City of London Investment Trust (CTY) announced its annual results for 12 months to 30 June 2024. The company delivered a NAV total return of 15.6%, ahead of the benchmark return of 13%. The share price total return was 11.3%, leading the discount to widen to 1%. Dividends per share were 20.6p, up 2.5% for […]
Quoted data logo

Solid year for Murray Income, although stock selection sees benchmark drag

Murray Income (MUT) has a announced its annual report for the 12 months to 30 June 2024. The company delivered a NAV total return of 9.9% and a share price total return of 7.6%, causing the discount to widen to 11%. Dividends per share were 38.5p for a yield of 4.5%. The benchmark total return […]
Quoted data logo

Solid year for Murray Income, although stock selection sees bechmark drag

Murray Income (MUT) has a announced its annual report for the 12 months to 30 June 2024. The company delivered a NAV total return of 9.9% and a share price total return of 7.6%, causing the discount to widen to 11%. Dividends per share we 38.5p for a yield of 4.5%. The benchmark total return […]

JPMorgan Emerging Markets

16 September 2024

JMG is trading on a wide discount relative to its history.

Finsbury Growth & Income Trust

16 September 2024

Equity proposition

Impax Environmental Markets

13 September 2024

QuotedData's Weekly News Show - Jon Forster from Impax Environmental Markets.

Partners Group Private Equity

11 September 2024

Healthy realisations in H124.

Volta Finance

11 September 2024

FY'24: Another year of outperformance.

MIGO Opportunities Trust plc - Result of AGM

18/09/2024 - 13:10

MIGO Opportunities Trust

Read more

Samson Rock Capital LLP - Form 8.3 - Tritax Eurobox Plc

18/09/2024 - 12:50

Tritax Eurobox

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Form 8.5 (EPT/RI) - Tritax EuroBox

18/09/2024 - 13:00

UBS AG (EPT)

Read more

Form 8.5 (EPT/RI) - Balanced Commercial Property

18/09/2024 - 13:00

GoldmanSachs International

Read more

Form 8.5 (EPT/RI)

18/09/2024 - 12:30

Winterflood Securities Limited

Read more

Glossary

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

Research tools

Find and compare investment companies and trusts, or look up a company you're interested in.

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.