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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First investment trusts with sustainability labels now displayed on AIC website

Four investment trusts have adopted the new labels.

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Maintain your income despite rate cuts

David Prosser on why investment trusts may be a great choice for income seekers.

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The top 20 most viewed investment trusts

JPMorgan Global Growth & Income most viewed trust on theaic.co.uk in 2024.

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AIC raises regulatory concerns with FCA about Saba proposals

Retail shareholders’ interests must be protected.

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Investment Trust Update | January 2025

In this edition: Saba Capital's plans are in the spotlight, Winterflood gives its investment recommendations for 2025 and Impax provides economic outlook. AIC guide ...

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Time is running out to vote on Saba’s proposals

Platform voting deadline for Herald Investment Trust is this Friday.

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Saba Capital targets investment trusts: Implications For Shareholders

AIC chief executive Richard Stone explains why director investors in seven trusts should use their votes at forthcoming general meetings being held in late January and ea...

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Director talk: Elisabeth Stheeman

Elisabeth is chair of the board of Edinburgh Investment Trust.

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Make your vote count

David Prosser on the importance of voting your shares.

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Top Trump

Ian Cowie explores what Trump means for trusts.

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Introducing the AIC’s fantasy fund manager competition

Six investment journalists attempt to pick the winning trusts of 2025.

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Six unanswered questions about Saba proposals

The AIC has commented on the proposals from Saba Capital Management after the US activist investor requisitioned general meetings at seven investment trusts.

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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Result of Meeting

04/02/2025 - 13:30

Henderson Opportunities Trust PLC

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Director/PDMR Shareholding

04/02/2025 - 13:30

F&C Investment Trust PLC

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Share Buyback

04/02/2025 - 13:20

Geiger Counter Ltd

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Glossary

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

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