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 – 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.
Black Friday bargains
23 November 2018
David Prosser investigates recent offerings of investment companies trading on unusually low valuations.
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.
How well do you know closed-ended property funds?
21 November 2018
We’ve launched a new online training course to help.
“If they’re not good enough for UCITS funds…”
20 November 2018
AIC responds to proposal to delay KIDs by two years for UCITS funds.
Meet the manager – Martin Currie Global Portfolio Trust
19 November 2018
Hear thoughts from Zehrid Osmani, Portfolio Manager of the Martin Currie Global Portfolio Trust, in this short video interview.
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.
How investment companies can help you save for children
15 November 2018
Investment companies spread your risk by investing by investing in a range of assets around the world. Watch this video to find out more.
What is a Junior ISA?
15 November 2018
Find out about this special savings account for children with tax benefits.
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
