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Financial advisers

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.

The AIC and the lang cat

9 October 2019

Resources to help advisers use investment companies, all in one place.

How to overcome barriers to using investment companies on platforms, case studies, research, platform information and more.

Spotlight – October 2019

10 October 2019

This month we find out how financial advisers are overcoming barriers to using investment companies, and how managers in the Flexible Investment sector are positioned for the end of the current bull market.

Time to diversify?

4 October 2019

David Prosser examines the multi-asset investment companies in our Flexible Investment sector.

David Prosser examines the multi-asset investment companies in our Flexible Investment sector.

Dividends delivered

27 September 2019

David Prosser looks at the highest-yielding investment companies on a 10 year basis and the benefits of their structure for delivering income.

David Prosser looks at the highest-yielding investment companies on a 10 year basis and the benefits of their structure for delivering income.

Meet the managers: Derek Stuart, Artemis Investment Management LLP

24 September 2019

One of Witan Investment Trust’s managers, Derek Stuart (of Artemis Investment Management LLP) discusses his research process and how he constructs an investment portfolio.

Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

Meet the managers: Nick Train, Lindsell Train Ltd

24 September 2019

One of Witan Investment Trust’s managers, Nick Train (of Lindsell Train Ltd) discusses his investment style and how he constructs an investment portfolio.

Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

Witan Half Year Results 2019

24 September 2019

Witan Investment Trust’s CEO, Andrew Bell, discusses the results and the outlook for equity markets.

Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

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Learning zone

Visit the AIC's new Learning Zone and enrol in online training courses.

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Face to face training

Find out about the AIC’s face to face training for financial advisers and wealth managers.

See upcoming events

Adviser introduction to investment companies

Portfolio watchlist

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

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