Compass: The AIC's monthly newsletter

This month in Compass, we’re asking for your help. Get behind our campaign to defend shareholder democracy, and we assess the impact of Trump’s tariffs on trusts.

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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.

Oblomovism

8 May 2025

We analyse whether higher or lower beta strategies have outperformed.

Investing in Asia with investment trusts

8 May 2025

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

Make UK equities great again!

6 May 2025

Why now is the time to rediscover the market.

Citywire logo

Greencoat Renewables makes €156m disposal and plans dual listing

Greencoat Renewables has generated €200m in asset sales since December as the fund pays down its revolving credit facility and reduces gearing.
Citywire logo

North Atlantic plans to splash cash after calling market bottom

North Atlantic Smaller Companies' manager Chris Mills is ready to deploy the fund's significant cash pile in companies where there is little or no impact from tariffs.
Citywire logo

Killik’s Gilligan: The market is being myopic on growth capital trusts

Experienced wealth manager says it's time for the market to correct its short-sightedness after four difficult years for investment trusts focused on fast-growing private companies.
Quoted data logo

Greencoat Renewables sells Irish portfolio

Greencoat Renewables says that it has sold six Irish onshore wind assets for €156m. The 115.7MW disposal will translate into up-front consideration of €139m and €17m in non-contingent deferred consideration over 2026 and 2027. The proceeds will be used to reduce the company’s revolving credit facility. Gearing levels will be reduced from 54% reported at […]
Quoted data logo

QuotedData’s morning briefing 13 May 2025 – CGL, CLDN, VOF

In QuotedData’s morning briefing 13 May 2025: We also have: Did you miss from yesterday?

Baker Steel Resources Trust

9 May 2025

Potential sale of Futura on the horizon.

Impax Environmental Markets

8 May 2025

Significant headwinds, but still value.

Gresham House Energy Storage

8 May 2025

Anticipating growth and rising revenues.

Canadian General Investments

8 May 2025

Measured strategy to navigate turbulent markets.

JPMorgan US Smaller Companies

7 May 2025

Short-term noise aside, JUSC offers a unique exposure to domestic US industrials.

Gearing disclosure

12/05/2025 - 17:42

Murray Income Trust

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Gearing disclosure

12/05/2025 - 17:42

abrdn Asian Income Fund

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Gearing disclosure

12/05/2025 - 17:42

abrdn Asia Focus

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Gearing disclosure

12/05/2025 - 17:42

abrdn New India Investment Trust

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Gearing disclosure

12/05/2025 - 17:42

abrdn UK Smaller Companies Growth

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Glossary

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