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: Dale Nicholls

Portfolio Manager of Fidelity China Special Situations.

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FCA has made a start on tackling cost disclosure issue, but much more to be done

The Association of Investment Companies (AIC) has commented on today’s statement from the Financial Conduct Authority (FCA) on the issue of cost disclosures.

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AIC welcomes FCA anti-greenwashing measures and labelling regime

The Association of Investment Companies (AIC) has commented on the new package of measures from the FCA to tackle greenwashing and help investors identify sustainability-focused funds.

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A Christmas present that lasts: saving for children with investment companies

Investing for your child could grow into a nest egg and make a big financial difference for a young person in the future.

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The big buyback

David Prosser on why investment companies buy back their own shares.

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Autumn Statement: AIC applauds action on investment company cost disclosure

AIC welcomes the government’s announcement that powers will be handed to the Financial Conduct Authority (FCA) to resolve the issues with investment company cost disclosures.

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Autumn Statement: AIC welcomes government’s promise to extend VCT sunset clause to 2035

The Chancellor has committed to extending VCTs’ sunset clause to 2035.

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Time for a shift of gear?

David Prosser explores how investment companies’ ability to borrow money can help investors reap greater returns.

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AIC welcomes Ros Altmann’s private members’ bill on costs

The AIC has welcomed Baroness Ros Altmann’s intervention in the debate about the disclosure of investment company costs.

Kerb appeal: What's your view on the discount of your trust?

Annabel Brodie-Smith asks Richard Shepherd-Cross and Bjorn Hobart for their thoughts on the discounts on their trusts.

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Hold your nerve

Deep discounts are no reason to throw in the towel, writes David Prosser.

Kerb appeal: Would Labour winning the next election make any difference to UK property?

Fund managers from Custodian Property Income REIT and Tritax Big Box REIT on whether Labour winning next year's election would make a difference to the UK property sector.

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. 

Capital Gearing Trust Plc - Transaction in Own Shares

28/02/2024 - 16:50

Capital Gearing Trust

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Premier Miton Global Renewables Trust Plc - Dividend Declaration

28/02/2024 - 16:30

Premier Miton Global Renewables

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Aberforth Smaller Companies Trust Plc - Transaction in Own Shares

28/02/2024 - 16:30

Aberforth Smaller Companies

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Fidelity Special Values Plc - Director/PDMR Shareholding

28/02/2024 - 13:10

Fidelity Special Values

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Form 8.5 (EPT/RI)-LXi REIT plc

28/02/2024 - 17:00

JPMorgan Securities Plc

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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.