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

In praise of property

David Prosser explains how investment companies offer clear advantages over other possible routes into the property sector for investors.

Hardman Talks: Equity income & AIC dividend heroes

Keith Hiscock and Riccardo Bindi are joined by Annabel Brodie-Smith, Communications Director of the AIC to talk about using investment companies to generate equity income and the work the AIC has published on what it calls “dividend heroes”.

Asset TV Image

Narrowing Trust Discounts

In this update, Rory Palmer discusses abrdn proposing Merger of Closed-End Income Funds, discounts on UK Mid and Small Cap Focus Trusts narrow and Nick Greenwood to co-ma...

Image

Top trusts on double-digit discounts

A list of the 20 best performing investment companies over ten years that are currently trading on double-digit discounts has been published by the Association of Investment Companies (AIC).

Image

Meet the manager: Jean Hugues de Lamaze

Manager of Ecofin Global Utilities and Infrastructure Trust.

Asset TV Image

Investment Trust Edge | 19th October 2023

In this Investment Trust Edge episode, we are joined by three experts to discuss Alliance Investment Trust, China's market, and Governance in Investment Trust Boards.

Image

A new home for income investors?

David Prosser weighs up whether bonds or equities are a better choice for income investors.

Image

AIC launches ‘My portfolios’ tool to help investors keep track of their investments

The Association of Investment Companies (AIC) has launched a new tool called ‘My portfolios’ to help investors keep track of their investment company holdings.

Image

Investment company shareholders steering clear of AGMs

Nearly nine in ten private investors in investment companies have rarely or never attended an annual general meeting, according to research from the Association of Investment Companies.

Image

Can activist investors be a positive force for shareholders?

David Prosser argues that activist campaigns can bring benefits to shareholders.

Image

Should you pay extra for performance?

David Prosser weighs up the pros and cons of performance-related fees on investment companies.

Image

ESG investing declining in popularity as fears of greenwashing grow

The popularity of ESG investing is declining since 2021, though a majority of private investors still say they consider ESG factors when investing.

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.