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

New year, new beginnings: what is your biggest cause for concern in 2024?

Annabel Brodie-Smith discusses concerns for 2024 with James Hart, Alex Wright and Emily Fletcher.

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Change in capital requirements for brokers could bring down cost of trading investment companies

The AIC warmly welcomes the Prudential Regulatory Authority’s (PRA’s) policy statement on the amount of capital brokers have to hold to make markets in investment company shares.

New year, new beginnings: what is your biggest cause for optimism in 2024?

A panel of experts discuss their biggest causes for optimism in the coming year.

New year, new beginnings: what did you enjoy most about managing your trust this year?

James Hart, Alex Wright and Emily Fletcher, Co-Manager of BlackRock Frontiers reveal their favourite parts of managing their trusts this year.

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In praise of renewable energy funds

David Prosser looks at investment opportunities in renewable energy.

New year, new beginnings: Investment company review of 2023 and outlook for 2024

Featuring comments from James Hart, Investment Director of Witan Investment Trust, Alex Wright, Portfolio Manager of Fidelity Special Values, Emily Fletcher, Co-Manager of BlackRock Frontiers.

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Putting on the pounds

Ian Cowie celebrates some healthy returns this year

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Follow the emerging stars

Cherry Reynard seeks growth in emerging markets.

Hardman Talks | Widening discounts in investment companies

Keith Hiscock and Riccardo Bindi are joined by Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, to talk about discounts to net asset value in the sector.

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Top-performing investment company sectors in 2023

Private Equity comes first, followed by Technology this year.

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Fund manager poll

Information technology tipped for the top in 2024.

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Lessons from an investment genius

David Prosser pays tribute to Charlie Munger.

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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Form 8.5 (EPT/RI) - Urban Logistics REIT Plc

28/02/2024 - 15:05

Numis Securities Limited

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Form 8.3 - GCP ASSET BACK ORD NPV *correction*

28/02/2024 - 15:05

Raymond James Investment Services

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Form 8.5 (EPT/RI) - Custodian Property Income REIT

28/02/2024 - 15:05

Numis Securities Limited

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Form 8.5 (EPT/RI) - Tritax Big Box REIT

28/02/2024 - 15:05

Numis Securities Limited

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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.