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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Jewel in the crown

How Ian Cowie fell in love with Indian trusts.

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Why highly geared trusts are optimistic on UK markets

With the FTSE 100 hitting record highs, investment trusts with higher levels of gearing are well placed to take advantage of a UK stock market recovery.

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The Armchair Trader Podcast: Annabel Brodie-Smith explains the world of investment trusts

Host Stuart Fieldhouse is joined on this podcast episode by Annabel Brodie-Smith. Annabel explains the world of investment trusts for the complete beginner: what are investment trusts and why should you have them in your portfolio?

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Investment trusts on SDR and the anti-greenwashing rule

The AIC has collated comments from investment trusts on how SDR and the anti-greenwashing rule will impact them and the wider industry.

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Time to look close to home?

The UK market shows great promise for investors, says David Prosser.

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Investment trust recommendations for pension savers and retirees

Financial advisers suggest trusts for the accumulation and decumulation stages.

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Go smaller for income

Trusts investing in smaller companies could be worth a look for income investors, says David Prosser.

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Meet the manager: Simon King

Fund Manager of Octopus Future Generations VCT.

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Investment Trust Update | April 2024

In this Investment Trust Update, our host Rory Palmer discusses Pantheon Infrastructure Trust's impressive NAV growth, Elliott Investment Management's 5% stake in Scottis...

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Adding to the size of the cake

David Prosser on whether share issues could be a cause for optimism.

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India’s general election

Will more of the same be good for markets?

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VCT fundraising is third highest on record

VCTs raise £882 million in 2023/24 tax year to invest in fast-growing companies.

Thematic research

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

From riches to rags to riches, is this time really different for Japan?

2 May 2024

Japan's decade-long corporate governance push is finally leading to significant improvements to underlying Japanese businesses...

Pretty, pretty, pretty good

17 April 2024

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

Micro-managing

11 April 2024

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

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Henderson Smaller relents and buys back shares at 15% discount

Board of £600m Henderson Smaller Companies trust drops its earlier reluctance to buy shares, making its first stock repurchases in 13 years.
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QuotedData’s weekly news show 3rd May 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Aberforth Split Level Income (0:33) • Chrysalis (6:24) Andrew McHattie highlighted a number of funds that were looking unusually cheap or expensive (10:24). This week’s interview […]
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New REIT targets £500m IPO

A newly established REIT – Special Opportunities REIT – has kicked off a roadshow ahead of an anticipated £500m IPO. As first reported by React News, the company will be led by former LXi REIT chief executive Simon Lee, with a number of former LXi personnel making up the senior management team – including Freddie […]
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Duhra makes early run on Henderson Far East Inc

High yielding Henderson Far East Income’s new lead manager Sat Duhra achieves quick improvement in performance as earlier decision to reduce China pays off.
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Capital & Regional’s confidence grows as retail recovers

The specialist shopping centre fund is enjoying the continued return of shoppers to physical stores after a difficult few years, annual results show.

Schroder Income Growth

1 May 2024

Results analysis from Kepler Trust Intelligence.

Greencoat UK Wind

1 May 2024

Flash update from Kepler Trust Intelligence

Vietnam Enterprise Investments

30 April 2024

Results analysis from Kepler Trust Intelligence.

Mercantile

30 April 2024

MRC's performance has recovered, yet the trust remains at a wide discount.

Merchants Trust

30 April 2024

Celebrating its 135th anniversary 

Form 8.3 - UK COMMERCIAL PROPERTY REIT LTD

03/05/2024 - 15:20

Evelyn Partners Group Limited

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Barings Emerging EMEA Opportunities Plc - Compliance with Market Abuse Regulation

03/05/2024 - 14:20

Barings Emerging EMEA Opportunities

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Form 8.3 - Balanced Commercial Property Trust Ltd

03/05/2024 - 15:20

Acadian Asset Management LLC

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Annual Report and Accounts

03/05/2024 - 15:20

Aquila Energy Efficiency Trust PLC

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Form 8.3 - Hipgnosis Songs Fund Limited

03/05/2024 - 15:20

BNP Paribas London

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Glossary

Familiarise yourself with industry terminology.

Research tools

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