Compass: The AIC’s monthly newsletter

This month, Compass embarks on an adventure. Ian Cowie gets lost in space and our VCT managers are on a mission to discover the companies of the future.

Latest articles, press releases and videos

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Putting our trust in investment trusts

Jonathan Moyes, head of investment research at WealthClub, explains why the firm uses investment trusts in its managed portfolios.

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Private investor sentiment towards investment trusts improves

Private investors who use investment trusts are more positive about them than they were a year ago, according to an annual survey conducted by Research in Finance.

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Looking for recovery

David Prosser examines whether the tide could be turning for investment trusts.

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Which investment trusts hold Nvidia?

Following Nvidia’s positive fourth quarter results, the AIC has published a list of the investment trusts with exposure to the company.

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VCTs: deployment slows in challenging environment (updated)

See manager views on deal pipeline and significant investments in 2023.

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Adviser purchases of investment trusts down 28% in 2023

Purchases of investment trusts on adviser platforms fell from 2022’s record high.

Alliance Trust's Craig Baker on navigating today's global equity markets

David Stevenson & Craig Baker explore Alliance Trust's strategy on The Resilient Investor, covering their multi-manager approach, stock selection, and balance for long-term success.

Asset Value Investors' Joe Bauernfreund's insights on value investing and navigating the investment trust landscape

David Stevenson & Sam Ridley explore value investing with Joe Bauernfreund on The Resilient Investor, delving into investment trusts and strategies for new investors.

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ISA recommendations

Financial advisers’ investment trust choices for young, middle-aged and retired investors.

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New AIC report reveals who owns investment companies

The AIC has released a comprehensive report on the ownership of investment companies.

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Investing in a recession

David Prosser on how the Flexible Investment sector can provide opportunities for investors during uncertain times.

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ISA millionaires

The 32 investment trusts that would have made you £1,000,000.

Thematic research

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

Range anxiety

7 February 2024

We look at what context we can gain from ten years of discount analysis.

2023 was an annus horribilis for Infrastructure and Renewable Energy

1 February 2024

The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs).

Share the wealth, Xi...

25 January 2024

The world's most successful communist country could benefit from a welfare state.

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Digital 9 Infrastructure outlines the details of its wind down

Further to the announcement made on 29 January 2024, the board of Digital 9 Infrastructure (DGI9) have provided greater clarity around how they foresee their wind down taking shape, and have proposed a change of investment objective and policy to facilitate this. A change which shareholders will be able to vote on in the forthcoming […]
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Primary Health Properties increases dividend again as earnings grow

Primary Health Properties has reported a 4.1% fall in EPRA net tangible assets (NTA) to 108.0p in annual results to 31 December 2023, however, earnings were up 3.0% to 6.8p per share. [QD comment: This value decline, earnings growth dynamic typifies the state of play in the real estate sector and we expect it will be […]
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SEGRO raises £907m in placing

SEGRO has raised £907m in a placing of shares – a real vote of confidence in the real estate behemoth, its growth plans and the logistics sector. The company increased the size of the raise from around £800m to £900m due to demand. It also raised £7m from retail investors via the PrimaryBid platform. I […]
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TRIG reports strong underlying performance despite challenging macro

The Renewables Infrastructure Group (TRIG) has announced its annual results for the year ended 31 December 2023, which marks ten years since the company’s launch in 2013. Richard Morse, the company’s chairman, says that the underlying performance is strong, cash generation has never been healthier and the managers have been working hard to create additional […]
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HICL Infrastructure sells Northwest Parkway and launches £50m buyback programme

HICL Infrastructure (HICL) has announced that it has disposed of Northwest Parkway and the launch of £50m share buyback programme. Underpinning the validity of its NAV, the net proceeds of the sale of Northwest Parkway to VINCU Highways SAS, of around US$232m, represents a circa 30% premium to HICL’s most recent valuation (30 September 2023). […]

Real Estate Credit Investments

27 February 2024

French and German exposures in perspective

Ashoka India Equity

26 February 2024

AIE is the top-performing India fund since launch.

Atrato Onsite Energy

23 February 2024

QuotedData's Weekly News & Interview

Tritax Eurobox

21 February 2024

Update from QuotedData.

Schroder AsiaPacific

21 February 2024

SDP's pragmatic approach has driven another year of outperformance. 

Fidelity Special Values Plc - Director/PDMR Shareholding

28/02/2024 - 13:10

Fidelity Special Values

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The Biotech Growth Trust Plc - Director/PDMR Shareholding

28/02/2024 - 10:20

Biotech Growth Trust

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Worldwide Healthcare Trust Plc - Director Declaration

28/02/2024 - 10:10

Worldwide Healthcare Trust

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BlackRock Income and Growth Investment Trust Plc - Total Voting Rights

28/02/2024 - 07:20

BlackRock Income & Growth

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BlackRock Smaller Companies Trust Plc - Total Voting Rights

28/02/2024 - 07:10

BlackRock Smaller Companies

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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.