Compass: The AIC’s monthly newsletter

This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.

Latest articles, press releases and videos


Simon Elliott and Will Fraser-Allen elected to AIC board

Gordon Humphries elected AIC Chair.


Chinese New Year

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


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?


Window of opportunity in private equity

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


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.


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.


The wisdom of the cliché

David Prosser explores the truth behind stock market sayings.


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%.


Meet the manager: Helen Steers

Lead Manager of Pantheon International.

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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...


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.

Thematic research

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

Pretty, pretty, pretty good

17 August 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...


11 April 2024

What opportunities exist in the smallest part of the UK market?

Seoul searching

28 March 2024

South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's.

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Blackstone starts bidding war over Hipgnosis

There is no announcement to the stock exchange on this yet, but Sky, the FT and other news outlets have a story that Blackstone is proposing to buy Hipgnosis Songs Fund  for $1.24 in cash (about 99.6p per share), trumping the $1.16 per share offer from Chorus that was announced on Thursday. $1.24 is an […]
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Blackstone starts bidding war for Hipgnosis Songs with $1.5bn counter offer

US private assets group launches $1.24 per share cash bid to trump the $1.16 Concord offer recommended by the royalties fund's board on Thursday.
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Aquila Energy Efficiency Trust provides detail on tender offer proposal

Aquila Energy Efficiency Trust (AEET) has published details of a tender offer under which up to 18.6% of its issued share capital may be repurchased at 94.28p per share, up to a maximum consideration of £17.5m. AEET is publishing a circular which we would suggest that shareholders read. AEET is seeking shareholders’ approval for the […]
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Gresham House Energy Storage suspends dividends and buybacks for 2024

Gresham House Energy Storage (GRID) has published a trading update in advance of the publication of its annual results for the year ended 31 December 2023 expected on 29 April 2024. GRID’s chair, John Leggate, says “The BESS sector, the Company and its shareholders are going through the most challenging operating environment since the Company’s […]
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Gresham House Energy Storage cancels dividends and share buybacks to repay debt

A recent improvement in trading revenues still leaves the battery fund’s forecasts well below expectations, requiring close to a 12% cut in net asset value.

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

Tetragon Financial Group

16 April 2024

FY23 growth driven by idiosyncratic factors.

Jupiter Green

16 April 2024

JGC's recovery is gathering momentum, but the discount has yet to react.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

Transaction in Own Shares

19/04/2024 - 19:30

Impax Environmental Markets PLC

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Transaction in Own Shares

19/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

19/04/2024 - 19:20

Smithson Investment Trust PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

19/04/2024 - 18:10

BlackRock Throgmorton Trust

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TwentyFour Select Monthly Income Fund - Issue of Shares

19/04/2024 - 17:50

TwentyFour Select Monthly Income

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