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 investing declining in popularity as fears of greenwashing grow

The popularity of ESG investing is declining since 2021, though a majority of private investors still say they consider ESG factors when investing.

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Elephants don’t gallop

Ian Cowie explores how smaller companies can deliver surprisingly big returns.

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Meet the manager: Jonathan Maxwell

Founder and CEO of SDCL Energy Efficiency Income Trust.

UK Smaller Companies: What’s your view on the discount on your trust?

A panel of investment company experts on the discounts on their respective trusts and whether this could represent a buying opportunity.

UK Smaller Companies: If Labour won the next election, would this make a difference to the sector?

Managers from River and Mercantile UK Micro Cap, Strategic Equity Capital, and abrdn UK Smaller Companies Growth discuss whether a Labour win could make a difference for UK smaller companies.

UK Smaller Companies: Could interest rate peaks make a difference for smaller companies?

Amanda Yeaman, Ken Wotton and George Ensor share their thoughts on the possibility of peaking UK interest rates and whether this could make a difference for smaller companies.

UK Smaller Companies: Where are you finding opportunities?

A panel of UK Smaller Companies experts discuss where they are currently finding opportunities for growth.

UK Smaller Companies: What are the challenges of investing in these difficult conditions?

UK Smaller Companies fund managers give their thoughts on the challenges of investing in the current economic climate.

UK Smaller Companies: time to dive in

Annabel Brodie-Smith discusses the challenges and opportunities in the UK Smaller Companies sector with investment company managers George Ensor, Ken Wotton and Amanda Yeaman.

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The investment companies set to benefit after rates peak

Some sectors could be in for a welcome boost, writes Faith Glasgow.

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Wealth managers are shopping for bargains amid wide discounts, research shows

Discretionary fund managers have increased their usage of investment trusts since 2020 and those who use trusts are looking to add to their exposure, according to Research in Finance.

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The return of VCTs

David Prosser explores the benefits of VCTs that make them so popular with investors.

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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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.
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Greencoat UK Wind beats its dividend target

Greencoat UK Wind (UKW) has released its results for its financial year ending 31 December 2023. UKW’s NAV fell slightly from £3.9bn to £3.8bn, equal to a fall from 167.1p to 164.1p on a per share basis. UKW’s share price also fell over the period, from 152p to 151.5p, finishing the year with a market […]

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

BlackRock Sustainable American Income Trust Plc - Blocklisting - Interim Review

01/03/2024 - 07:30

BlackRock Sustainable American Income

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BlackRock World Mining Trust Plc - Total Voting Rights

01/03/2024 - 07:20

BlackRock World Mining

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BlackRock Energy and Resources Income Trust Plc - Total Voting Rights

01/03/2024 - 07:20

BlackRock Energy and Resources Income

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BlackRock Frontiers Investment Trust Plc - Total Voting Rights

01/03/2024 - 07:10

BlackRock Frontiers

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Total Voting Rights

01/03/2024 - 01:20

Smithson Investment Trust 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.