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 – February 2019
7 February 2019
What’s going on with VCTs? We look at how the sector is adapting to recent rule changes and Brexit. Also in Spotlight this month, will Chinese equities have a good Year of the Pig, or just a pig of a year?
Citywire debate - Are property trusts better than funds?
15 February 2019
Open-ended commercial property funds are once again at the centre of a Brexit storm. Citywire’s Gavin Lumsden speaks to four property investment experts about the pros and cons of closed-ended real estate investment trusts and property investment companies. Credit – Citywire Investment Trust Insider.
The speakers were:
Alan Brierley, head of investment company research, Canaccord Genuity
Calum Bruce, investment director, Ediston Real Estate, manager of Ediston Property Investment Company (EPIC)
Ben Yearsley, director, Shore Financial Planning
Rogier Quirijns, head of Europe Real Estate, Cohen & Steers
An introduction to Witan Investment Trust
13 February 2019
Watch this animation to discover the story behind Witan Investment Trust.
Watch this animation to discover the story behind Witan Investment Trust.
What’s your outlook for the VCT sector?
13 February 2019
John Glencross - Calculus VCT, Ian McLennan - Triple Point VCTs, and Rodney Appiah - Foresight VCTs, discuss the sector’s opportunities and threats.
What’s the impact of Brexit?
12 February 2019
John Glencross - Calculus VCT, Ian McLennan - Triple Point VCTs, and Rodney Appiah - Foresight VCTs, explain how Brexit is affecting the UK’s smaller companies.
Where are you finding opportunities?
11 February 2019
John Glencross - Calculus VCT, Ian McLennan - Triple Point VCTs, and Rodney Appiah - Foresight VCTs, discuss the themes in their portfolios.
What do you want?
11 February 2019
David Prosser reminds us that it is important to remember our individual needs when picking investment companies.
The benefits and risks of VCTs
8 February 2019
John Glencross - Calculus VCT, Ian McLennan - Triple Point VCTs, and Rodney Appiah - Foresight VCTs, explain what VCTs offer to investors.
Innovate or die?
8 February 2019
David Prosser discusses innovation in the sector, recent investment company launches and how the closed-ended structure lends itself to new ventures.
Where next for VCTs?
8 February 2019
After a decade of strong performance, Nick Britton looks at risks to the sector.
The outlook for VCTs
7 February 2019
John Glencross - Calculus VCT, Ian McLennan - Triple Point VCTs, and Rodney Appiah - Foresight VCTs, discuss the impact of Brexit and the themes in their portfolios.
Synpromics, a Scottish-based synthetic biology company, forms part of the Calculus VCT
31 January 2019
Synpromics is developing a portfolio of synthetic promoters for application across target markets which include Cell & Gene Therapy and Bioprocessing, find out more.
Wasted youth?
30 January 2019
Investment Week columnist Jayna Rana examines the advantages of investing in investment companies for younger generations.
