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
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.
What do football and funds have in common?
16 August 2019
David Prosser looks at how investment company managers tend to stay longer than those of open-ended funds.
Investment companies reach record £200 billion
12 August 2019
Industry assets double in six and a half years.
Overcoming the hurdles
9 August 2019
The barriers to financial advisers using investment companies have demonstrable flaws says David Prosser.
Discussing discounts
1 August 2019
David Prosser discusses the narrowing of discounts in the investment company industry.
AIC response to IA’s final report to HM Treasury
1 August 2019
Long-term asset funds: “A square peg in a round hole”.
Long-term asset funds: “A square peg in a round hole”.
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.
How well do you know your alternatives?
23 July 2019
The prominence of alternative assets has grown dramatically in recent years.
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.
AIC H1 website investment company rankings
16 July 2019
Global and UK Equity Income companies lead the way.
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.
Pages
Financial advisers: Log in
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.