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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Time to get in the savings habit

David Prosser discusses how it’s never too late to get your finances in order.

Choosing an investment company? Ask a reindeer

Nick Britton, Head of Training, AIC finds out what happens when you ask 1,000 reindeer to pick ten investment companies.

COP21: Will a meaningful result be produced and what might the long term impact be on capital markets?

Charlie Thomas discusses the upcoming COP21 climate change conference.

Why are the environmental and resource efficiency markets so compelling for investors?

Jon Forster and Bruce Jenkyn-Jones look at the environmental and resource efficiency markets and why they are so compelling for investors.

The role of the board

David Prosser explains the role of the board in an investment company.

What we look for when investing in UK Smaller Companies

Jonathan Brown and Robin West discuss their investment strategy.

Long term investing in smaller companies results in consistency and high returns

Harry Nimmo discusses his investment process for UK Smaller Companies.

Are you making the most of this year’s pension investment allowances?

David Prosser discusses how you can get the most out of your pension.

Lifting the lid on Woodford Patient Capital Trust’s launch

Paul Lamacraft discusses the thinking behind the launch of Woodford Patient Capital Trust.

A record year for investment company share issues

Annabel Brodie-Smith, Communications Director at the AIC looks at what’s made it a record year.

Performance comparisons – an open or closed case?

Nick Britton, Head of Training at the AIC discusses the latest data comparing open-ended and closed-ended funds.

What happens at an investment fund during times of stress?

David Prosser discusses what happens at an investment fund during times of market volatility.

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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Saba defeated again in Henderson Opportunities vote

Saba loses fourth vote as shareholders in Henderson Opportunities vote against activist investor Boaz Weinstein's bid to oust the board.
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Henderson Opportunities wins but wind up still looms

Henderson Opportunities is the latest trust to announce that it has successfully fought off the attack by Saba. In this trust’s case, the voting was 65.36% against Saba’s proposals. Just 284,248 shares or 0.72% of the trust’s shares in issue were voted alongside Saba. The turnout was 73.4%, with 28,985,426 of 39,491,875 shares voting. On […]
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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. I wrote this up this morning, but the company said that I misunderstood the announcement, so I’m happy to put […]
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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 […]

Cordiant Digital Infrastructure

4 February 2025

CORD's strong share price rally reflects continued improvement of strong fundamentals.

Schroder Japan Trust

3 February 2025

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

Apax Global Alpha

31 January 2025

AGA passed inflexion point with deal activity rising.

Edinburgh Worldwide

31 January 2025

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

Baillie Gifford European Growth

30 January 2025

Kepler Trust Intelligence: New Research.

Premier Miton Global Renewables Trust Plc - Portfolio Update

04/02/2025 - 13:10

Premier Miton Global Renewables

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Premier Miton Global Renewables Trust Plc - Portfolio Update

04/02/2025 - 13:10

Premier Miton Global Renewables

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Director/PDMR Shareholding

04/02/2025 - 14:10

International Public Partnerships

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Spur announced positive data from Phase I/II trial

04/02/2025 - 14:10

Syncona Limited

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Result of Meeting

04/02/2025 - 13:30

Henderson Opportunities Trust PLC

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Glossary

What does that word mean? Find your way around investment trust jargon.

Research tools

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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.