Compass: The AIC’s monthly newsletter

This month in Compass, our UK managers are gearing up for good times and Ian Cowie goes on an Indian adventure.

Latest articles, press releases and videos

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Change in capital requirements for brokers could bring down cost of trading investment companies

The AIC warmly welcomes the Prudential Regulatory Authority’s (PRA’s) policy statement on the amount of capital brokers have to hold to make markets in investment company shares.

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

A panel of experts discuss their biggest causes for optimism in the coming year.

New year, new beginnings: what did you enjoy most about managing your trust this year?

James Hart, Alex Wright and Emily Fletcher, Co-Manager of BlackRock Frontiers reveal their favourite parts of managing their trusts this year.

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In praise of renewable energy funds

David Prosser looks at investment opportunities in renewable energy.

New year, new beginnings: Investment company review of 2023 and outlook for 2024

Featuring comments from James Hart, Investment Director of Witan Investment Trust, Alex Wright, Portfolio Manager of Fidelity Special Values, Emily Fletcher, Co-Manager of BlackRock Frontiers.

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Putting on the pounds

Ian Cowie celebrates some healthy returns this year

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Follow the emerging stars

Cherry Reynard seeks growth in emerging markets.

Hardman Talks | Widening discounts in investment companies

Keith Hiscock and Riccardo Bindi are joined by Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, to talk about discounts to net asset value in the sector.

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Top-performing investment company sectors in 2023

Private Equity comes first, followed by Technology this year.

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Fund manager poll

Information technology tipped for the top in 2024.

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Lessons from an investment genius

David Prosser pays tribute to Charlie Munger.

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Meet the manager: Dale Nicholls

Portfolio Manager of Fidelity China Special Situations.

Thematic research

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

Keep It Slightly-unconventional, Stupid

22 May 2024

We argue a position in bonds should be diversified with alternatives.

REITs: Looking at UK office investments

15 May 2024

In this Hardman Talks, Mike Foster joins Larissa Adams to discuss office investments in the real estate sector.

Why'd you have to go and make things so complicated?

15 May 2024

European growth may be more complicated, and positive, than we suspected.

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Big Broadcast: Middlefield – Warren Buffett is buying Canada, shouldn’t you?

Middlefield Canadian Income fund managers Dean Orrico and Rob Lauzon describe how Canada offers plenty of large, good value income stocks that are growing their dividends.
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AIC fears general election will delay cost disclosure reforms

The Association of Investment Companies says the delay is ‘frustrating’, while pensions minister Baroness Altmann confirms all new reforms will have to start from scratch.
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QD view – Signals turn green for real estate

Real estate is a cyclical market where timing is everything, and signals are starting to flash that the sector is primed to stage a recovery. Market data, company activity and macroeconomic events appear to be aligning to suggest that now is the time to invest in real estate. After months in the doldrums as values […]
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Peter Spiller: Infrastructure offers ‘fantastic returns’ and trusts are a big bargain

With the outlook for US equities and bonds generally poor, Capital Gearing fund manager says depressed investment company share prices provide the best scope for gains.
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Capital Gearing drops Juniper over discount control blunder

Annual report shows second year of sub-inflation returns from fund run by Peter Spiller, with its performance hampered by the temporary suspension of share buybacks.

Bankers

24 May 2024

Greater investment flexibility may boost returns.

NB Private Equity Partners

23 May 2024

Wider operating company EBITDA margins in 2023.

City of London Investment Trust

23 May 2024

Deciphering UK Equity Income: insights from City of London investment trust manager.

City of London Investment Trust

23 May 2024

Unlocking the investment potential of the UK.

Worldwide Healthcare Trust

23 May 2024

Innovation, innovation, innovation’ say the managers.

Aberforth Split Level Income Trust Plc - (Reissue - Amendment to US Disclaimer) Update on planned reconstruction and voluntary winding-up of the Company and further dividend

24/05/2024 - 18:50

Aberforth Split Level Income

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Transaction in Own Shares

24/05/2024 - 19:20

Greencoat Renewables PLC

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

24/05/2024 - 18:00

BlackRock Sustainable American Income

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Transaction in Own Shares

24/05/2024 - 19:00

Baronsmead Venture Trust PLC

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Transaction in Own Shares

24/05/2024 - 18:50

Baronsmead Second Venture Trust PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

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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.