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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Why might you invest in Europe?

John Bennett and Tim Stevenson on what makes Europe attractive.

In good company

David Prosser discusses the benefits of the closed-ended structure and the single biggest difference between an investment company and other types of collective funds.

Behind the building blocks of property funds

Annabel Brodie-Smith comments on the structure of open-ended and closed-ended property funds.

HICL Infrastructure: Celebrating 10 years since IPO

Tony Roper talks more about HICL’s growth over the last 10 years and why it’s of particular interest to retail and pension fund investors alike.

Peer-to-peer lending

David Prosser takes a closer look at the peer-to-peer lending sector and how private investors can invest in it.

The true value of private equity investment trusts

Insights into the private equity asset class.

Add growth to your portfolio with unlisted opportunities

Roger Mountford discusses HgCapital Trust and how investment trusts have given investors access to specialist asset classes.

New tax year, new rules

David Prosser explains the new tax system for dividends from stock market investments. 

Scottish American: “A dependable source of income in an uncertain world”

Dominic Neary talks about the investment objective for Scottish American.

Where we’re finding investment opportunities

Simon Gergel discusses where they are finding good value in the stock market.

Investing in the stock market during volatile markets

David Prosser looks at how the stock market represents a good option for long-term investors, even during turbulent times.

The growing demand for VCTs

Stuart Lewis discusses the increasing demand for VCTs and why they are so attractive to investors.

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.

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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.