Compass: The AIC's monthly newsletter

This month in Compass, we’re hunting for this year’s dividend heroes and consistent high yielders. Ian Cowie delves into Trump’s tariffs and we explore the trusts holding defence.

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My best investment - Alexander Wright, Manager, Fidelity Special Values

"My investment process is geared towards finding unloved companies with downside protection that have unrecognised growth options."

Blog: Investors in the driving seat…and not before time

Ian Sayers gives his view on the platforms conclusion.

My best investment - Michael Morris, Picton Property Income Limited

Why property is about buying well and focussing on income generation.

The outlook for the commercial property sector

How does commercial property justify its place in a diversified portfolio?

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.

Thematic research

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

Get Rich Slowly: A nightmare on Wall Street?

24 April 2025

Our investment specialist reflects on the aftermath of her Liberation Day losses.

Investing in Asia with investment trusts

16 April 2025

How investment trusts provide exposure to the growth story in Asia.

Top of the Stocks: most bought and sold shares in March

13 April 2025

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Life Settlement Assets buybacks allow NAV to tread water

Life Settlement Assets (LSA) has released its annual results for the year ended 31 December 2024, navigating another complex year with steady performance despite broader market volatility. The company’s NAV at year-end stood at $101.0m (2023: $111.2m), equivalent to $2.23 per share, unchanged on a per-share basis due to an active share buyback programme which […]
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Aquila Energy Efficiency Trust edges forward on wind-down

Aquila Energy Efficiency Trust (AEET) has released its annual results for the year ended 31 December 2024, as it continues its managed wind-down. The company’s NAV fell 9.3% over the year to 85.55p per share (2023: 94.28p), with a NAV total return of -2.7% once dividends are included. Shares closed the year at 52.0p, representing […]
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VEIL marks 30 years with solid performance and outlook tempered by new trade headwinds

Vietnam Enterprise Investments Limited (VEIL) has published its annual report for the year ended 31 December 2024, celebrating its 30th anniversary with solid returns despite emerging global challenges. During the year, VEIL’s NAV rose by 12.2% in US dollar terms, outperforming the Vietnam Index (VNI) by 3.4%. In sterling terms, NAV rose by 14.3%, though […]
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RM Infrastructure Income makes solid progress on portfolio wind-down

RM Infrastructure Income (RMII) has published results for the year to 31 December 2024 – its first full year operating under a managed wind-down strategy, following shareholder approval in December 2023. During the period, the number of loans in the portfolio fell from 31 to 17, with invested capital reducing from £101m to £80m. Net […]
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QuotedData’s morning briefing 29 April 2025 – HVPE, SDV/SDVP, NRR

In QuotedData’s morning briefing 29 April 2025: We also have: Stories you may have missed from yesterday Marwyn Value Investors posts strong 2024 results with positive outlook for 2025

Athelney Trust

28 April 2025

ATY has confirmed a revision to the Asset Manager’s fee structure which underlines its intention to build upon a dividend track record stretching back over two decades. 

Schroder Real Estate

24 April 2025

In The HotSeat Special - When will REITs rebound?

VietNam Holding

24 April 2025

Vietnam is navigating turbulent trade war.

Custodian Property Income REIT

24 April 2025

In The HotSeat Special - When will REITs rebound?

TR Property

24 April 2025

In The HotSeat Special - When will REITs rebound?

Transaction in Own Shares

28/04/2025 - 17:43

BlackRock Throgmorton Trust

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Form 8.3 - Harmony Energy Income Trust PLC

28/04/2025 - 17:32

Harmony Energy Income Trust

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Transaction in Own Shares

28/04/2025 - 17:27

Bankers Investment Trust

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Director Declaration

28/04/2025 - 17:22

Schroder UK Mid Cap Fund

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Transaction in Own Shares

28/04/2025 - 17:21

Smithson Investment Trust

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