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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.

Spotlight – July 2019

12 July 2019

This month in Spotlight, find out about our autumn training seminars, explore the social benefits and political risks of infrastructure, and see which manager has been running the same investment company since the pound coin was introduced.

Gresham House Strategic PLC update

24 July 2019

An update on the Gresham House Strategic fund, provided by Graham Bird, Head of Strategic Equity.

An update on the Gresham House Strategic fund, provided by Graham Bird, Head of Strategic Equity.

SAINTS – Stock Stories

24 July 2019

The managers of the Scottish American Investment Company (SAINTS) explain the appeal of two investments which perfectly fit the trust's long-term objectives: a resilient income, with attractive growth.

VinaCapital Vietnam Opportunity Fund – Why Vietnam?

22 July 2019

The video explores Vietnam’s adoption of the East Asian development model and its impact on the country’s growth prospects. This is the same model that was employed by regional peers, including China, Taiwan, South Korea and Japan. The VinaCapital Vietnam Opportunity Fund provides investors with exposure to a range of carefully selected investments in private and listed companies that are helping to drive Vietnam’s long-term secular growth story.

Recorded 8 July 2019.

Coming up trumps

19 July 2019

David Prosser looks at recent research comparing relative performance of open and closed-ended funds, the latter coming out on top.

David Prosser discusses the recent FPC Financial Stability Report, pointing towards open-ended vs closed-ended funds for holding illiquid assets.

A liquidity mismatch?

12 July 2019

David Prosser discusses the recent FPC Financial Stability Report, pointing towards open-ended vs closed-ended funds for holding illiquid assets.

David Prosser discusses the recent FPC Financial Stability Report, pointing towards open-ended vs closed-ended funds for holding illiquid assets.

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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.

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Adviser introduction to investment companies

Portfolio watchlist

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

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