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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Elephants don’t gallop

Ian Cowie explores how smaller companies can deliver surprisingly big returns.

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Meet the manager: Jonathan Maxwell

Founder and CEO of SDCL Energy Efficiency Income Trust.

UK Smaller Companies: What’s your view on the discount on your trust?

A panel of investment company experts on the discounts on their respective trusts and whether this could represent a buying opportunity.

UK Smaller Companies: If Labour won the next election, would this make a difference to the sector?

Managers from River and Mercantile UK Micro Cap, Strategic Equity Capital, and abrdn UK Smaller Companies Growth discuss whether a Labour win could make a difference for UK smaller companies.

UK Smaller Companies: Could interest rate peaks make a difference for smaller companies?

Amanda Yeaman, Ken Wotton and George Ensor share their thoughts on the possibility of peaking UK interest rates and whether this could make a difference for smaller companies.

UK Smaller Companies: Where are you finding opportunities?

A panel of UK Smaller Companies experts discuss where they are currently finding opportunities for growth.

UK Smaller Companies: What are the challenges of investing in these difficult conditions?

UK Smaller Companies fund managers give their thoughts on the challenges of investing in the current economic climate.

UK Smaller Companies: time to dive in

Annabel Brodie-Smith discusses the challenges and opportunities in the UK Smaller Companies sector with investment company managers George Ensor, Ken Wotton and Amanda Yeaman.

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The investment companies set to benefit after rates peak

Some sectors could be in for a welcome boost, writes Faith Glasgow.

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Wealth managers are shopping for bargains amid wide discounts, research shows

Discretionary fund managers have increased their usage of investment trusts since 2020 and those who use trusts are looking to add to their exposure, according to Research in Finance.

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The return of VCTs

David Prosser explores the benefits of VCTs that make them so popular with investors.

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UK smaller companies: “the prevailing, extremely negative positioning and sentiment only enhances the opportunity”

The AIC UK Smaller Companies sector has a history of strong performance following economic and market downturns.

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

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

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Dividend Declaration

28/02/2024 - 15:05

JPMorgan Global Growth & Income PLC

Read more

Exchange rate for the interim dividend

28/02/2024 - 15:05

Ecofin US Renewables Infrastr.Trust

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.