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 – June 2019
6 June 2019
This month, we were going to talk about how investment companies are meeting the challenge of climate change. We’re still doing that, but for some reason, we just felt like adding some stuff about how the closed-ended structure of investment companies works really well for illiquid assets. Not sure why.
The Biotech Growth Trust update – May 2019
30 May 2019
Portfolio manager Geoffrey Hsu provides an update on The Biotech Growth Trust.
Recorded May 2019
Turning the heat on
28 May 2019
How do investment companies engage with their investee companies on climate change?
Perpetual Income and Growth investment trust is a new recruit to the dividend heroes
28 May 2019
Perpetual Income and Growth raises its dividend for the 20th consecutive year.
Acknowledging accountability
24 May 2019
David Prosser discusses Terry Smith’s recent step down from Fundsmith Emerging Equities and the role of non-executive directors.
David Prosser discusses Terry Smith’s recent step down from Fundsmith Emerging Equities and the role of non-executive directors.
UK investors are increasingly looking to emerging markets for investment opportunities and growth
20 May 2019
Chetan Sehgal, Lead Portfolio Manager of Templeton Emerging Markets Investment Trust, discusses recent research on investor mindsets.
Chetan Sehgal, Lead Portfolio Manager of Templeton Emerging Markets Investment Trust, discusses recent research on investor mindsets.
Manager update – Menhaden plc
20 May 2019
The Menhaden team provide us with an introduction, overview and update on their investment company.
Recorded May 2019.
More than half of income-paying investment companies now paying quarterly dividends
20 May 2019
Investment companies are paying dividends to investors more frequently, new data from the AIC has revealed.
Come what May
17 May 2019
David Prosser discusses an old wives’ tale and income advantages of investment companies.
All change, please
10 May 2019
David Prosser shares his thoughts on our recent sector review.
Relief for income-seeking investors
9 May 2019
David Prosser explains why it’s not all doom and gloom for investors focused on dividends.
AIC sector review
8 May 2019
AIC overhauls investment company sectors following industry review.
Looking to the horizon
8 May 2019
David Prosser explains why he thinks advisers and investors should not restrict themselves to just UK Equity Income funds.
