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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 November cover

Spotlight – November 2018

9 November 2018

In this month’s issue we look at the small, distinguished bunch of investment companies whose primary aim is to preserve capital, and speak to closed-ended property fund managers about the decline of the high street and Brexit. Nick Britton, Head of Intermediary Communications at the AIC, also details our upcoming VCT adviser training seminars.

Baillie Gifford Stock Stories: Airbnb

23 November 2018

Tom Slater, joint manager of Scottish Mortgage, shares his enthusiasm for the home rental company and highlights where he sees opportunities for the company to create value.  

 

Recorded on 1 February 2018.

Let bygones be bygones

22 November 2018

150 years after the launch of the world’s first ever collective investment fund, the Foreign & Colonial Investment Trust has formally changed its name. David Prosser finds out more and examines the significance.

Tetragon Financial Group explained

21 November 2018

What is it? Why do you do it? How do you do it? Paddy Dear, co-founder of Tetragon Financial, gives an overview of this unique investment company.

Japan Trust Manager update

19 November 2018

Matthew Brett, lead manager of the Baillie Gifford Japan Trust, provides an update on the trust and the wider Japanese investment environment in which it operates. 

Value investing, with James Henderson and Laura Foll

14 November 2018

Watch the Co-Managers of Henderson Opportunities Trust and Lowland Investment Company answer questions live from investors on Trust TV. Questions touched on specific stocks, sector weightings and management style in this lively Q&A.

Recorded 16th October 2018.

Unlisted value

9 November 2018

David Prosser explains that value can be found outside the stock market and how investment companies allow you access to these opportunities

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