Compass: The AIC’s monthly newsletter

This month in Compass, our UK managers are gearing up for good times and Ian Cowie goes on an Indian adventure.

Latest articles, press releases and videos

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Dividend heroes

Ten investment trusts have raised dividends for 50+ years.

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Keynote: Cost disclosures with Baroness Ros Altmann

Richard Stone, Chief Executive of the Association of Investment Companies, discusses challenges with Baroness Ros Altmann, emphasizing regulatory issues leading to mislea...

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The changing face of investment trusts

How the industry has changed since 1999.

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Better times ahead for UK plc?

David Prosser explores opportunities for investors in small- and mid-cap stocks.

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Merger magic

Faith Glasgow on investment trust mergers and what they mean for investors.

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Spring Budget 2024: all UK-listed companies should be eligible for the UK ISA

The AIC has commented on the proposed introduction of a UK ISA.

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Why is fund management still a man's world when 41% of investment trust directors are women?

12% of fund managers are women.

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Who wants to be an ISA millionaire?

Ian Cowie dives into the investment trusts that would have made you over £1,000,000.

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Is biotech back?

David Prosser asks whether the drug discovery sector might be on the road to recovery.

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Double-digit investment trust discounts can mean higher returns over following five years

Investing when the average investment trust discount is more than 10% may lead to significantly better returns over the subsequent five years, according to new research from the AIC.

Investment Trusts Unpacked: Inside the World of ISAs with The Resilient Investor

David Stevenson & Annabel Brodie-Smith explore investment trusts in ISAs. Learn their importance, cut through jargon, and why patience matters in investing.

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Putting our trust in investment trusts

Jonathan Moyes, head of investment research at WealthClub, explains why the firm uses investment trusts in its managed portfolios.

Thematic research

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

Keep It Slightly-unconventional, Stupid

22 May 2024

We argue a position in bonds should be diversified with alternatives.

Why'd you have to go and make things so complicated?

15 May 2024

European growth may be more complicated, and positive, than we suspected.

REITs: Looking at UK office investments

15 May 2024

In this Hardman Talks, Mike Foster joins Larissa Adams to discuss office investments in the real estate sector.

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Big Broadcast: Middlefield – Warren Buffett is buying Canada, shouldn’t you?

Middlefield Canadian Income fund managers Dean Orrico and Rob Lauzon describe how Canada offers plenty of large, good value income stocks that are growing their dividends.
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AIC fears general election will delay cost disclosure reforms

The Association of Investment Companies says the delay is ‘frustrating’, while pensions minister Baroness Altmann confirms all new reforms will have to start from scratch.
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QD view – Signals turn green for real estate

Real estate is a cyclical market where timing is everything, and signals are starting to flash that the sector is primed to stage a recovery. Market data, company activity and macroeconomic events appear to be aligning to suggest that now is the time to invest in real estate. After months in the doldrums as values […]
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Peter Spiller: Infrastructure offers ‘fantastic returns’ and trusts are a big bargain

With the outlook for US equities and bonds generally poor, Capital Gearing fund manager says depressed investment company share prices provide the best scope for gains.
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Capital Gearing drops Juniper over discount control blunder

Annual report shows second year of sub-inflation returns from fund run by Peter Spiller, with its performance hampered by the temporary suspension of share buybacks.

Bankers

24 May 2024

Greater investment flexibility may boost returns.

NB Private Equity Partners

23 May 2024

Wider operating company EBITDA margins in 2023.

City of London Investment Trust

23 May 2024

Deciphering UK Equity Income: insights from City of London investment trust manager.

City of London Investment Trust

23 May 2024

Unlocking the investment potential of the UK.

Worldwide Healthcare Trust

23 May 2024

Innovation, innovation, innovation’ say the managers.

Aberforth Split Level Income Trust Plc - (Reissue - Amendment to US Disclaimer) Update on planned reconstruction and voluntary winding-up of the Company and further dividend

24/05/2024 - 18:50

Aberforth Split Level Income

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Transaction in Own Shares

24/05/2024 - 19:20

Greencoat Renewables PLC

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BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares

24/05/2024 - 18:00

BlackRock Sustainable American Income

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Transaction in Own Shares

24/05/2024 - 19:00

Baronsmead Venture Trust PLC

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Transaction in Own Shares

24/05/2024 - 18:50

Baronsmead Second Venture Trust 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.