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.
Private equity and investing in technology – navigating COVID-19
27 November 2020
Steven Tredget, Oakley Capital Investments, Paul Daggett, NB Private Equity Partners, and David Toms, HgCapital Trust, explain how their investment company has dealt with COVID-19.
A familiar story
27 November 2020
David Prosser analyses performance data for open-ended vs closed-ended funds during 2020.
Private equity and investing in technology – most exciting areas
27 November 2020
Steven Tredget, Oakley Capital Investments, Paul Daggett, NB Private Equity Partners, and David Toms, HgCapital Trust, discuss exciting areas of technology and how they are gaining exposure.
Private equity and investing in technology
26 November 2020
Steven Tredget, Oakley Capital Investments, Paul Daggett, NB Private Equity Partners, and David Toms, HgCapital Trust, reflect on COVID and share outlooks for tech.
Nick Train, update on Finsbury Growth & Income Trust
25 November 2020
On Thursday, 19th November Finsbury Growth & Income Trust held an update webinar which featured a presentation from Portfolio Manager, Nick Train. On the Webinar, Nick provided an update on the portfolio structure, investee companies and their performance through a challenging year, and outlined the rationale for initiating two new holdings. The presentation was then followed by a Q&A session.
AIC Adviser Income Survey
23 November 2020
Advisers differ on best income strategies, according to AIC research.
Witan Investment Trust – meet the managers – Mark Baribeau, Jennison Associates
20 November 2020
One of Witan Investment Trust’s managers, Mark Baribeau (of Jennison Associates) discusses his investment style, how he constructs an investment portfolio and provides examples of stock in Witan’s portfolio.
Witan Investment Trust – meet the managers – Mike Trigg, WCM Investment Management
20 November 2020
One of Witan Investment Trust’s managers, Mike Trigg (of WCM Investment Management) discusses his investment style, how he identifies investment opportunities and provides examples of stock in Witan’s portfolio.
Liquidity lessons
20 November 2020
David Prosser discusses and argues against perceived investment company liquidity issues.
Alliance Trust - From the Manager’s Desk: Dan Lascano, CIO of Lomas Capital Management
19 November 2020
Learn about Dan Lascano, CIO of Lomas Capital Management, who has joined Alliance Trust’s team of stock pickers.
Japan Trust - Manager Update (November 2020)
18 November 2020
Client Director Alex Blake talks to lead manager of The Baillie Gifford Japan Trust Matthew Brett about the past year, the current positioning of the portfolio and opportunities ahead.
The Great Divergence Between East and West
18 November 2020
China has defied recession in 2020, but where to now? Roderick Snell, investment manager of New China Growth Trust, anticipates big things ahead.
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Why advisers use investment trusts
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