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.
Financial advisers
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.
Same old story
16 October 2019
David Prosser dispels old myths about the investment company industry.
Blog by Ian Sayers: Learning the right lessons from Woodford
16 October 2019
Ian Sayers, Chief Executive of the AIC, argues that ‘reliable redemption’ is the only way to address the fundamental problems of holding illiquid assets in open-ended funds and to prevent systemic risks.
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.
“Part of being an independent adviser”
9 October 2019
Financial Advisers bust myths about using investment companies for clients.
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.
AIC responds to FCA policy statement on illiquid assets and open-ended funds
30 September 2019
The AIC has responded to the FCA’s paper ‘Illiquid assets and open-ended funds and feedback to Consultation Paper CP18/27’.
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.
Where do investment trusts fit into financial planning?
24 September 2019
While they’re not always well understood, investment trusts are highly relevant to today’s financial planners.
Securities Trust of Scotland – quarterly update September 2019
23 September 2019
Mark Whitehead explains why Europe is presenting some interesting opportunities for income investors.
Mark Whitehead explains why Europe is presenting some interesting opportunities for income investors.
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Learning zone
Face to face training
Find out about the AIC’s face to face training for financial advisers and wealth managers.
Adviser introduction to investment companies
Portfolio watchlist
Choose and store a selection of companies you can view and compare later.