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.
How financial advisers use investment companies with clients
6 August 2020
Investment companies (investment trusts) can be used to benefit a range of clients seeking income, growth or both. In these case studies, advisers describe how they use investment companies to help clients meet their financial goals.
US Growth Trust – Manager update (September 2020)
18 November 2020
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.
The Monks Investment Trust plc – Manager update (September 2020)
18 November 2020
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.
Baillie Gifford China Growth Trust plc – Manager update (September 2020)
18 November 2020
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 Tech-quity
16 November 2020
Private equity managers reflect on COVID and share outlooks for tech.
AIC recommends 12-month notice period for property funds
16 November 2020
The AIC urges the FCA to follow the evidence and adopt the successful German property fund model.
Venturing for dividends
13 November 2020
David Prosser examines the income characteristics of VCTs.
AIC responds to Law Commission paper on share ownership
11 November 2020
The AIC welcomes the paper’s proposals to empower retail investors.
Raising the bar
6 November 2020
David Prosser looks at recent secondary fundraising in the sector.
Spotlight – November 2020
5 November 2020
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
2 November 2020
Advisers expect DFMs to be unconstrained, but platforms can restrict choice.
Unlocking property
30 October 2020
David Prosser discusses the re-opening of open-ended property funds and why investment companies are a more suitable alternative.
Vietnam: a new Asian tiger?
26 October 2020
Investment company managers comment on economic and market outlook.
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Why advisers use investment trusts
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