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

Image

Chinese New Year

Investment trust managers on the outlook for China in the Year of the Dragon.

Image

VCTs: market trends, opportunities and outlook

What is the investment outlook for the VCT sector, and how can VCTs continue to support ambitious UK companies?

Image

Window of opportunity in private equity

David Prosser on whether private equity discounts could represent a buying opportunity.

Image

The alternative asset investment trusts yielding over 5%

The AIC has published a list of the 39 investment trusts that invest in alternatives, yield at least 5% and have delivered a positive share price total return over the past five years.

Investing Matters 2024 Special Podcast, Episode 58

Peter Higgins is joined by six investment experts, including the AIC’s Annabel Brodie-Smith and Premier Miton’s Gervais Williams.

Image

AIC responds to FRC revisions to Corporate Governance Code

The AIC has responded to today’s announcement from the FRC on revisions to the UK Corporate Governance Code.

Image

The wisdom of the cliché

David Prosser explores the truth behind stock market sayings.

Image

The highest yielding equity investment trusts

The AIC has published a list of the 48 investment trusts that invest in equities and yield at least 4%.

Image

Meet the manager: Helen Steers

Lead Manager of Pantheon International.

Asset TV Image

Investment Trust Outlook | Real Estate

Dive into the world of real estate investment trusts (REITs) with Mark Colegate in this investment outlook, joined by experts from Schroders. Share insights on their stra...

Image

The top 20 most viewed investment trusts

The AIC has published a list of the 20 most viewed investment trusts on its website during 2023.

Image

Venturing into Vietnam

Cherry Reynard asks if Vietnam could be a sweet spot for investors in 2024.

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.

Quoted data logo

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 […]
Quoted data logo

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 […]
Quoted data logo

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 […]
Quoted data logo

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 […]
Quoted data logo

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

AVI Japan Opportunity Trust

21 February 2024

The sun has risen.

Invesco Asia

21 February 2024

Equity proposition.

Fidelity Special Values Plc - Director/PDMR Shareholding

28/02/2024 - 13:10

Fidelity Special Values

Read more

The Biotech Growth Trust Plc - Director/PDMR Shareholding

28/02/2024 - 10:20

Biotech Growth Trust

Read more

Worldwide Healthcare Trust Plc - Director Declaration

28/02/2024 - 10:10

Worldwide Healthcare Trust

Read more

BlackRock Income and Growth Investment Trust Plc - Total Voting Rights

28/02/2024 - 07:20

BlackRock Income & Growth

Read more

BlackRock Smaller Companies Trust Plc - Total Voting Rights

28/02/2024 - 07:10

BlackRock Smaller Companies

Read more

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.