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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Meet the manager: Chris Tanner

Co-Lead Investment Manager of JLEN Environmental Assets.

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Keep those costs down

David Prosser explores how picking investment trusts for your ISA can lower the costs of investing.

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VCTs: deployment slows in challenging environment but holds up better than wider venture capital industry

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

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Investment companies for India

David Prosser on why it could be time for trusts investing in India to shine.

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Sailing into space

Ian Cowie explores the investment trusts with exposure to space tech.

VCTs: would Labour winning the next election make any difference to VCTs?

Andrew Bloxam, Ian McLennan and Nic Pillow on whether a Labour win in the next election would make a difference to VCTs.

VCTs: What economic and social benefits do VCTs provide?

Annabel Brodie-Smith asks managers what social and economic benefits VCTs provide.

VCTs: Which types of companies are you investing in now and why?

Fund managers from Foresight Group, Triple Point and Blackfinch on which companies they are investing in now and why.

VCTs: How is the trading environment for your portfolio companies?

A panel of VCT managers discuss the trading environment for their portfolio companies.

VCTs: how has VCT fundraising been in this challenging economic environment?

Annabel Brodie-Smith discusses VCT fundraising with Andrew Bloxam, Ian McLennan and Nic Pillow.

VCTs: market trends, opportunities and outlook

Comments from Foresight Group which manages the Foresight Technology VCT, Triple Point which manages Triple Point Venture VCT, and Blackfinch which manages Blackfinch Spring VCT.

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Simon Elliott and Will Fraser-Allen elected to AIC board

Gordon Humphries elected AIC Chair.

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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Strong half-year for Bluefield Solar Income

Although spot power prices have softened recently and despite irradiation levels some 13% below those experienced in the second half of the prior year, Bluefield Solar Income Fund’s (BSIF’s) interim results for the six months to 31 December 2023 are strong with BSIF benefiting from its adviser’s strategy of fixing prices up to 36 months […]
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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 […]

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.