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Financial advisers

Taking training online

16 October 2017

The AIC’s Head of Training Nick Britton introduces Learning Zone, a new training resource for financial advisers.

The AIC’s new online training resource for financial advisers, Learning Zone, offers structured CPD on investment companies accredited by the major professional bodies. Nick Britton, Head of Training at the AIC, explains how to get started. Read more

Spotlight – October 2017

13 October 2017

In this month’s edition, find out which are the most cost-effective platforms for holding investment companies, and be among the first to try the AIC’s new online training service, Learning Zone. We also explore the sandwich generation who are looking to invest, but don’t know where to start, and catch up with some of the leading portfolio managers from the Japan and Japanese Smaller Companies sectors.

Racing ahead

11 October 2017

How have investment companies outperformed open-ended funds in seven out of 10 popular sectors? 

The most cost-effective platforms for investment companies

10 October 2017

New AIC research, conducted by the lang cat, reveals the costs of holding and transacting investment companies on adviser platforms. 

We’re often asked by advisers which are the best platforms for holding investment companies. Clearly, ‘best’ may not mean ‘cheapest’, but looking at costs is a start. Here, we unveil new research conducted by the lang cat into the costs of holding investment companies on various platforms. Read more

New heights

5 October 2017

What’s driven the record purchases of investment companies by advisers and wealth managers on adviser platforms?

A direct offer

29 September 2017

David Prosser examines the recent funding round announcements of BB Healthcare Trust and Aurora Investment Trust.

AIC panel discussion on Japan

26 September 2017

Annabel Brodie-Smith, Communications Director of the AIC, talks to the managers of Baillie Gifford Shin Nippon, Schroder Japan Growth and Fidelity Japanese Values for an update on Japan. The managers discuss their investment strategies and where they are finding opportunities. They also examine the long and short-term risks to Japanese markets and why the outlook for Japan is positive. Watch the video

Power to the people

22 September 2017

David Prosser discusses the launch of The People’s Trust.

The proof is always in the pudding. Having talked a good game for some time now, Daniel Godfrey now has to convince investors to part with tens of millions of pounds as he seeks a stock market listing for The People’s Trust next month. The investment company is aiming to raise £125m of funding for a 17 October flotation date.

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Adviser introduction to investment companies

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Closed-ended vs open-ended

Performance of investment companies relative to comparable open-ended funds, to the end of June 2017.

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Portfolio watchlist

Choose and store a selection of companies you can view and compare later.

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