Compass: The AIC’s monthly newsletter

This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.

Latest articles, press releases and videos

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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.

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Buyback bonanza

Cherry Reynard analyses the buyback boom.

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Land of opportunity

With the US election looming, Ian Cowie explores the North America sector.

Thematic research

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

Pretty, pretty, pretty good

17 August 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?

Seoul searching

28 March 2024

South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's.

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Killik’s Gilligan: Focus on Asia Dragon’s future not disappointing past

Don’t be put off by Asia Dragon's interim results and poor performance: key financials and a wide share price discount point to better things, says Mick Gilligan of Killik & Co.
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BSRT’s NAV falls on the back of a challenging market for junior miners

Baker Steel Resources Trust (BSRT) has released its annual results for the 12 months ending 31 December 2023. Over the year BSRT’s NAV per share decreased by 2.8%, compared with the increase in the MSCI World Metals and Mining Index of 13.8%. BSRT’s share price fell by 15.1%, finishing the year on a 48.8% discount. […]
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Ecofin U.S. Renewables dividend swept up by a tornado

Ecofin U.S. Renewables Infrastructure Trust (RNEW) released its annual financial results for the 12 months ending 31 December 2023: RNEW reported a negative NAV total return of -5.5% and share price total return of -28.0%. NAV per share decreased from 94.3 cents per share to 85.2 cents. The company’s total NAV was $117.7m as of […]
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Vietnam Enterprise Investments reports double digit NAV returns

Vietnam Enterprise Investments Limited (VEIL) has released its annual results for the 12 months ending 31 December 2023. VEIL has reported a NAV per share return of 10.5% over 2023, slightly below the Vietnam Index’s 11.1% gain, both in US$ total return terms. Over a 3-year period, VEIL still outperformed the Vietnam Index by 2.6%. […]
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Blackstone Loan Financing’s first results under its new wind-down policy

Blackstone Loan Financing (BGLF) has released its annual results for the 12 months ending 31 December 2023. BGLF reported a NAV total return of 10.39%, based on its published NAV, ending the period with a NAV of €0.9098 per share. BGLF also reports on an IFRS NAV basis, under which it returned a share price […]

Princess Private Equity Holding

29 April 2024

Introducing a well-defined buyback policy

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Schroder Income Growth

26 April 2024

Why Schroder Income Growth offers investors the best of both worlds.

Baillie Gifford Shin Nippon

26 April 2024

BGS’s portfolio is seeing strong sales growth but looks cheaper and cheaper.

Strategic Equity Capital

26 April 2024

Update research from QuotedData

BH Macro Limited - Q1 2024 Investor Statement

29/04/2024 - 16:00

BH Macro

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BH Macro Limited - Q1 2024 Investor Statement

29/04/2024 - 16:00

BH Macro

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Form 8.5 (EPT/RI)-Hipgnosis Songs Fund Ltd Amend

29/04/2024 - 16:50

JPMorgan Securities Plc

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Form 8.3 - Hipgnosis Songs Fund Limited

29/04/2024 - 16:50

Almitas Capital LLC

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Form 8.5 (EPT/RI)-Hipgnosis Songs Fund Ltd Amend

29/04/2024 - 16:40

JPMorgan Securities Plc

Read more

Glossary

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