Compass: The AIC's monthly newsletter

This month in Compass, we reveal which trusts would have made you an ISA millionaire! Ian Cowie weighs up ISAs vs SIPPs and VCTs celebrate their 30th birthday.

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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.

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.

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.

A new Jerusalem

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

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.

The best stocks & shares ISA providers

Kepler Trust Intelligence run the rule over the best stocks & shares ISA providers.

Thematic research

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

Asia’s evolution: China’s dividend drive could reshape your income mix

14 March 2025

The new US administration has sucked oxygen from other important stories around the world. While the world was focused on Trump’s tariffs, China quietly announced a $41bn package to boost consumer spending.

Tech-tonic shifts

13 March 2025

Why do tech stocks feature so highly for Asia equity income trusts?

The Best SIPP Providers

9 March 2025

Kepler Trust Intelligence takes a look at the best SIPP providers on offer for investors.

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F&C hopes fee cut and performance beat will light up shares

F&C Investment Trust’s shares struggle to make headway despite manager Paul Niven growing the portfolio and the board negotiating a fee cut.
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Keystone: Former Saba target’s wind-down plan achieves 99% approval

Investors in Baillie Gifford’s Keystone Positive Change have voted overwhelmingly in favour of liquidating the fund after a tumultuous few months fighting Saba Capital.
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Schroders Capital Global’s bumper first sale after wind-down vote

The former Woodford Patient Capital fund offloads its first holding after shareholders voted for a managed wind-down at the end of February.
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Onward Opportunities delivers best in class returns for 2024

Onward Opportunities Limited (ONWD) announced its annual results for the 12 months to 31 December 2024. The company delivered a NAV total return of 21.5%, comfortably outperforming the benchmark UK AIM All-Share’s total return by 25.4%, which fell during the same period. ONWD’s share price total return was 34.2%. During the financial year, the company […]
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Harworth posts 9.1% return in 2024

Harworth Group delivered a NAV total return of 9.1% over 2024, after seeing EPRA net disposal value (NDV) increase 8.5% driven by gains on development sites and land sales. Over the last five years the company has posted average annual returns of 8.4% against the MSCI All Property Index of 5.1%. EPRA NDV per share […]

Invesco Bond Income Plus

18 March 2025

2025 is going to be harder – but all-in yields are attractive and there will be select opportunities.

HarbourVest Global Private Equity

14 March 2025

Gateway To The PE Universe.

Law Debenture Corporation

14 March 2025

Continued strength in diversity.

AVI Japan Opportunity Trust

14 March 2025

QuotedData's Weekly News Show.

Lindsell Train

14 March 2025

Form is temporary, class is permanent.

Transaction in Own Shares

18/03/2025 - 19:20

BioPharma Credit PLC

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BlackRock Smaller Companies Trust Plc - Transaction in Own Shares

18/03/2025 - 18:20

BlackRock Smaller Companies

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

18/03/2025 - 17:50

BlackRock Throgmorton Trust

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BlackRock Greater Europe Investment Trust Plc - Transaction in Own Shares

18/03/2025 - 17:50

BlackRock Greater Europe

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Transaction in Own Shares

18/03/2025 - 18:40

AVI Global Trust PLC

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Glossary

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