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.
Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, explains why he thinks the major behavioural shifts we’ve seen in recent time are here to stay, and talks about which opportunities in particular he is most excited about.
Jon Henry, client director, talks to Charles Plowden and Spencer Adair, investment managers on the Global Alpha Team, about their investment approach, the performance of Monks, how the Trust is positioned and what we are excited about moving forward.
Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust talk to Alex Blake, Investment Trusts Director, on why we’re excited about China, why they believe Baillie Gifford is the right manager for the trust, and what their investment approach will look like.
Private equity managers reflect on COVID and share outlooks for tech.
The AIC urges the FCA to follow the evidence and adopt the successful German property fund model.
David Prosser examines the income characteristics of VCTs.
The AIC welcomes the paper’s proposals to empower retail investors.
David Prosser looks at recent secondary fundraising in the sector.
We look at why investment companies are underused in model portfolios on platforms – and how forward-thinking DFMs and advisers are breaking down these barriers.
“Fundamental structural barriers” distort model portfolio investment selection, finds lang cat paper for AIC
Advisers expect DFMs to be unconstrained, but platforms can restrict choice.
David Prosser discusses the re-opening of open-ended property funds and why investment companies are a more suitable alternative.