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

Kerb appeal: How is your portfolio faring in the current challenging economic conditions?

Investment experts discuss how their portfolios are faring with the AIC's Annabel Brodie-Smith.

Kerb appeal: Are we near the top for interest rates and could this make a difference for property?

The Fund Manager of Custodian Property Income REIT and the Investment Director of Tritax Big Box REIT, share their thoughts on the possibility of peaking UK interest rates and whether this could make a difference for the UK property sector.

Kerb appeal: How is your portfolio having a positive environmental or social impact?

Richard Shepherd-Cross and Bjorn Hobart discuss how their portfolios of UK properties are having a positive environmental or social impact.

Kerb appeal: UK property webinar

A panel of experts discuss the UK property sector with Annabel Brodie-Smith.

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Revisiting renewables

Renewables could be worth a second look, writes Cherry Reynard.

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“I’m still standing”

Ian Cowie on the art of when to sell.

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Meet the manager: Indriatti van Hien

Portfolio Manager of The Henderson Smaller Companies Investment Trust.

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Investment companies in the limelight

David Prosser on how, despite market sentiment, interest in the investment companies sector is at an all-time high.

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FRC makes the right call on revisions to the UK corporate governance code

The Association of Investment Companies (AIC) has responded to the Financial Reporting Council’s policy update on its revisions to the UK Corporate Governance Code.

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“All the building blocks to perform in the future”

Managers of property investment companies talk opportunities and challenges.

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Investment company discounts widest since 2008

The average investment company traded at a discount of 16.9% at market close on 31 October 2023 – the widest discount for a month-end since December 2008.

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ESG remains a “minefield” for advisers and wealth managers

91% recommend sustainable funds and 72% expect demand to increase. Less than a fifth of intermediaries trust ESG ratings.

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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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 […]
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HICL Infrastructure sells Northwest Parkway and launches £50m buyback programme

HICL Infrastructure (HICL) has announced that it has disposed of Northwest Parkway and the launch of £50m share buyback programme. Underpinning the validity of its NAV, the net proceeds of the sale of Northwest Parkway to VINCU Highways SAS, of around US$232m, represents a circa 30% premium to HICL’s most recent valuation (30 September 2023). […]

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.