Compass: The AIC's monthly newsletter

Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.

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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.

Budget or bust?

Aberdeen Asset management host a debate with Andrew Neil, Presenter, and Fraser Nelson, Editor of the Spectator, on what the 2012 Budget means for Britain's future.

Things can only get better

Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year.

Thematic research

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

Are commodities hot or not?

12 December 2024

We ask what AI and green energy mean for investments in commodities.

Quality will out

5 December 2024

Alternative income trusts offer diversification, but stick to high quality.

What would Kenny Rogers do?

27 November 2024

As the world waits for the Trump show to start in earnest, should you hold 'em, fold' em, walk away or run?

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Saba: the view from the boards

Boaz Weinstein, head of New York-based hedge fund Saba Capital, pulled no punches when discussing the boards of investment trusts in his recent webcast. They were “obstinate”, a “boys’ club”, protecting their own interests, “part of an ecosystem of greed taking fees away from the pensioners.” Their actions verged on “almost malpractice”, distributing misinformation to […]
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Protectionist Ruffer sets out stall as antithesis of ‘wildly bullish’ stock market

Ruffer is sceptical on how long the overwhelmingly positive stock market sentiment will last and says its balanced wealth-preservation approach sets it up to weather any outcome.
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RTW announces Windward Bio and Umoja Biopharma investments

RTW Biotech Opportunities (RTW) has announced that it has made a new investment in series A fundraising of Windward Bio, a Swiss private, clinical-stage drug development company committed to improving outcomes for people living with advanced immunological diseases with an initial focus on severe respiratory conditions. The Series A round raised US$200m in funds which […]
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QuotedData’s morning briefing 17 January 2025 – ENRG, FGEN, MTU, BOOK

In QuotedData’s morning briefing 17 January 2025: VH Global Energy Infrastructure (ENRG) has energised two additional solar distributed generation (DG) sites in Brazil, bringing its total operational solar DG projects in the country to 12, with a capacity of 34.3MWdc. ENRG expects a third solar site to be energised in the first quarter of 2025, […]
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HydrogenOne’s Elcogen secures investment from SmartCap

HydrogenOne Capital Growth’s (HGEN’s) portfolio company, Elcogen Plc, a leading European manufacturer of solid oxide technology that enables the delivery of efficient, affordable green hydrogen and emission-free electricity, has announced that it has secured a €5m investment from SmartCap, an Estonian state-owned venture capital fund supporting Estonian ‘greentech’ companies. HGEN says that SmartCap’s investment will […]

Jupiter Green

23 December 2025

Results analysis from Kepler Trust Intelligence.

Octopus Renewables Infrastructure

16 January 2025

ORIT’s broadly diversified renewables portfolio is significantly undervalued.

Herald Investment Trust

16 January 2025

Vote against Saba to protect your investment.

Polar Capital Technology

16 January 2025

Annual Overview from QuotedData.

HICL Infrastructure

15 January 2025

HICL’s discount widens, yet the portfolio is showing positive signs.

Transaction in Own Shares

17/01/2025 - 19:20

Lowland Investment Co PLC

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Transaction in Own Shares

17/01/2025 - 19:20

BioPharma Credit PLC

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

17/01/2025 - 18:10

BlackRock Smaller Companies

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Transaction in Own Shares

17/01/2025 - 19:10

Unicorn AIM VCT PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

17/01/2025 - 18:00

BlackRock Throgmorton Trust

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Glossary

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

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