Compass: The AIC's monthly newsletter

Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.

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Get the balance right

Faith Glasgow weighs up how and when to review your portfolio.

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Income options

As rates come down, Ian Cowie is on the hunt for dividends.

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Government confirms extension of VCT scheme until 2035

The AIC has welcomed the government’s written statement and press release confirming the extension of the venture capital trust scheme to 2035.

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Keep your eyes on the prize

Don’t let rumoured tax changes loom larger than crucial investment choices, says David Prosser.

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Director talk: Stephanie Eastment

Stephanie is on the board of four investment trusts.

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Are new issues making a comeback?

David Prosser on whether we’re set for an IPO recovery and how investors can benefit.

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AIC applauds continuation of VCTs

The European Commission has confirmed that the current VCT scheme can continue unchanged.

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Meet the manager: Gabriel Sacks

Manager of abrdn Asia Focus.

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Investment trusts offer smart solution for university costs

David Prosser explains how families could alleviate the financial stress associated with sending their children to university.

The Armchair Trader Podcast: Investment Trust tips for investors in today's markets

This week Stuart Fieldhouse meets Ryan Lightfoot-Aminoff, Investment Trust Analyst at Kepler Partners. They discuss how different trust managers handle the concentration risk of investing in Magnificent Seven stocks, good reasons why trusts have discounts and the advantages of trusts over ETFs.

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Going private

David Prosser investigates opportunities in the private equity sector.

Monthly round-up of investment trust news by Kepler Trust Intelligence

Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in July.

Thematic research

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

A new Jerusalem.

22 January 2025

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

Are commodities hot or not?

12 December 2024

We ask what AI and green energy mean for investments in commodities.

Quality will out

5 December 2024

Alternative income trusts offer diversification, but stick to high quality.

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VH Global Energy Infrastructure monitoring impact of tariffs on Mexico

VH Global Energy Infrastructure has issued a statement on the impact of tariffs on its Brownsville fuel terminals in Texas. The Brownsville plant imports oil slurry from Mexico and refines that into a useful product. If it has to pay an extra 25% tariff on the slurry that it imports, that would have a significant […]
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JPMorgan EMEA beats benchmark but still overshadowed by events in Russia

JPMorgan Emerging Europe Middle East and Africa has published results covering the 12 months ended 31 October 2024. Pleasingly, the trust beat its benchmark (S&P Emerging Europe, Middle East & Africa) by 1.7 percentage points, returning 13.6% on NAV to the index’s 11.9%. However, the share price continued its usual volatile and unpredictable path and […]
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QuotedData’s morning briefing 4 February 2025 – MGCI, BNKR, SRE, GPE

In QuotedData’s morning briefing 4 February 2025: M&G Credit Income (MGCI) is convening a meeting on 27 February to approve the issue of up to 31,002,226 shares (20% of its issued share capital). The company has already issued 9.6m shares since its AGM in 2024 and was running out of room to issue more. [It […]
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Saba loses Keystone Positive change too!

Keystone Positive Change says that at its general meeting, over 60% of the votes cast were against Saba’s requisitioned resolutions. Excluding the votes Saba cast in favour of its own requisitioned resolutions (representing 1,650,762 votes and approximately 38.87% of the votes cast), only a further 33,845 votes, representing just 0.80% of the votes cast, were […]
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Baillie Gifford US Growth sees off Saba by strong margin

Baillie Gifford trust becomes the second to win an initial victory against Boaz Weinstein's hedge fund firm.

Schroder Japan Trust

3 February 2025

SJG has outperformed the index in Masaki's first five years in charge.

Edinburgh Worldwide

31 January 2025

QuotedData's Weekly News Show - Douglas Brodie from Edinburgh Worldwide.

Apax Global Alpha

31 January 2025

AGA passed inflexion point with deal activity rising.

Baillie Gifford European Growth

30 January 2025

Kepler Trust Intelligence: New Research.

ICG Enterprise Trust

28 January 2025

Unique approach to capital allocation.

BlackRock Income and Growth Investment Trust Plc - Compliance with Listing Rule 15.6.8R

04/02/2025 - 11:20

BlackRock Income & Growth

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Pacific Assets Trust plc - Holding(s) in Company

04/02/2025 - 10:20

Pacific Assets Trust

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Holding(s) in Company

04/02/2025 - 11:10

CVC Income & Growth Limited

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BlackRock Throgmorton Trust Plc - Disclosure of Portfolio Holdings

04/02/2025 - 09:50

BlackRock Throgmorton Trust

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Global Opportunities Trust Plc - Holding(s) in Company

04/02/2025 - 09:50

Global Opportunities Trust

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Glossary

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