Compass: The AIC’s monthly newsletter

This month in Compass, we examine the case for a rebound in REITs, weight loss wonder drugs, and why Ian Cowie is so enthusiastic about Europe.

Latest articles, press releases and videos

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Investment taxes loom large

David Prosser looks at how to make the most of tax-free savings allowances.

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Investment company 2023 review (updated)

Mergers, buybacks, liquidations and manager changes dominate corporate activity. Nine investment companies change managers. Discounts hit post-2008 nadir in October.

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“Under-owned, underestimated and undervalued”: but could 2024 be the year emerging markets come good?

Investment company managers on upcoming elections and opportunities in 2024.

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Are you ready for VCT season?

David Prosser explores how VCTs can provide a tax-efficient option for investors.

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On the income hunt once more

David Prosser explores how investment companies can offer income opportunities as inflation falls

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Change in the air

David Prosser asks whether the headwinds facing investment companies are about to turn into tailwinds.

New year, new beginnings: what themes or countries are you particularly positive about?

Emily Fletcher, Co-Manager of BlackRock Frontiers, discusses the countries and themes she's feeling optimistic about.

New year, new beginnings: what could bring the UK back in favour?

Alex Wright, Portfolio Manager of Fidelity Special Values, on what could bring the UK back in favour.

New year, new beginnings: what do you think could happen to inflation and interest rates?

James Hart, Investment Director of Witan Investment Trust, on what he thinks could happen next for inflation and interest rates.

New year, new beginnings: could you reflect on your performance in 2023?

Fund managers from Witan Investment Trust, Fidelity Special Values and BlackRock Frontiers reflect on their performance this year.

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Investment company 2023 review

Mergers, buybacks, liquidations and manager changes dominate corporate activity.

New year, new beginnings: what is your biggest cause for concern in 2024?

Annabel Brodie-Smith discusses concerns for 2024 with James Hart, Alex Wright and Emily Fletcher.

Thematic research

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

Emerging markets – Worthy of consideration

10 June 2024

In this report Edison provide an overview of emerging markets and suggest why they warrant an allocation within a global portfolio.

Fast and FTSErious

6 June 2024

With the FTSE 100 reaching record highs, is there still value on offer?

It’s a small world after all

30 May 2024

A recent rally in smaller companies could be the start of a long-term recovery.

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Edinburgh Worldwide board reassured Baillie Gifford on the right track

After a positive half year new chair John Simpson-Dent tells shareholders improving fundamentals and increased M&A should see the global smaller companies trust recover.
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Bullish Montanaro anticipates dramatic UK small-cap recovery

A year after apologising to investors for poor performance, Charles Montanaro says falling inflation and interest rates could end the ‘challenging’ period for smaller companies.
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Falling power prices and slow disposals knock Ecofin US Renewables

The £58m infrastructure fund reports a 6.8% drop in net asset value and delays in selling assets as the board assesses the investment trust's future.
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AshokaWhiteOak Emerging gets off to good start

Ashoka WhiteOak Emerging Markets (AWEM) has published its first annual report, covering the period from its incorporation on 15 March 2023 to 31 March 2024. The company listed on the Premium Segment of the Main Market of the London Stock Exchange on 3 May 2023. In its inaugural accounting period, Ashoka WhiteOak Emerging Markets generated […]
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QuotedData’s morning briefing 18 June 2024 – ADIG, SYNC, RESI

In QuotedData’s morning briefing 18 June 2024: abrdn Diversified Income & Growth (ADIG) has announced details of its planned return of £115m of capital (38p per share) via a B share scheme. The distribution needs to be approved at a meeting that will be held on 3 July 2024. The money should be with shareholders […]

Impact Healthcare REIT

18 June 2024

Visibly growing income and capital.

The Global Smaller Companies Trust

17 June 2024

Smaller companies have traditionally outperformed their larger counterparts over the longer term and the The Global Smaller Companies Trust offers investors the opportunity to participate in this potential growth.

VietNam Holding

17 June 2024

Executive interview

Montanaro UK Smaller Companies

17 June 2024

A coiled spring?

HgCapital Trust

17 June 2024

Equity proposition

TwentyFour Income Fund - Holding(s) in Company

18/06/2024 - 15:00

TwentyFour Income Fund

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Finsbury Growth & Income Trust PLC - Holding(s) in Company

18/06/2024 - 15:00

Finsbury Growth & Income Trust

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Holding(s) in Company

18/06/2024 - 15:00

Ashoka India Equity Investment Tst

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Change of Name

18/06/2024 - 15:00

River & Mercantile UK Micro Cap Inv

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Director/PDMR Shareholding

18/06/2024 - 14:40

JPMorgan Emerging Mkts Invest Trust

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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.