Welcome to the AIC’s financial adviser centre. Here, you can access statistics, performance data, training, news, guides and videos on the investment company industry, including investment trusts and VCTs. All our services for financial advisers and wealth managers are free of charge and our CPD is accredited by professional bodies.
How financial advisers use investment companies with clients
6 August 2020
Investment companies (investment trusts) can be used to benefit a range of clients seeking income, growth or both. In these case studies, advisers describe how they use investment companies to help clients meet their financial goals.
Good governance
7 August 2020
David Prosser discusses ESG and the crucial role investment company non-executive directors play.
AIC responds to the Financial Policy Committee’s Financial Stability Report
6 August 2020
FPC acknowledges that closed-ended funds may be a more appropriate vehicle for investing in illiquid assets.
The AIC responds to FCA Consultation Paper on open-ended property funds
3 August 2020
The AIC has responded to the FCA’s Consultation Paper, ‘Liquidity mismatch in authorised open-ended property funds’.
“A missed opportunity to kick-start reforms of Key Information Documents”
31 July 2020
AIC responds to HM Treasury’s policy statement on the PRIIPs Regulation.
Holding out for a hero
31 July 2020
With dividend income under so much pressure, David Prosser discusses investment company dividend heroes and the UK Equity Income sector.
AIC student debt research 2020
28 July 2020
Coronavirus puts off a fifth of school leavers from further education.
Baillie Gifford UK Growth Fund – manager update July 2020
28 July 2020
Manager Iain McCombie gives an update on the positioning and activity of the Baillie Gifford UK Growth Fund portfolio.
Monks – Long-term Stewards
24 July 2020
Baillie Gifford’s Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.
The price is right
24 July 2020
David Prosser compares fees between open-ended funds and investment companies and the recent fee cuts in the closed-ended space.
US and China - “Volatility is not always a bad thing”
20 July 2020
Investment companies comment on China’s performance and the impact of politics.
Biotech Growth Trust – AGM July 2020
17 July 2020
Geoff Hsu, Manager of Biotech Growth Trust, presents the investment company’s Annual General Meeting 2020.
A safer structure
17 July 2020
David Prosser discusses the benefits of closed-ended investment companies over open-ended funds for investing in property.
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Why advisers use investment trusts
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