Skip to main content

Financial advisers

You are here: home > 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.

The AIC and the lang cat

9 October 2019

Resources to help advisers use investment companies, all in one place.

How to overcome barriers to using investment companies on platforms, case studies, research, platform information and more.

25th Anniversary of Fidelity Special Values PLC

8 November 2019

Fidelity Special Values PLC investment company is celebrating its 25th anniversary. It has been managed by three managers during the period but with the same tried and tested consistency of investment approach. Watch the video to find out more.

Recorded 5 November 2019

A job half done?

8 November 2019

In light of recent research from the lang cat commissioned by the AIC, David Prosser examines the post RDR uptake of investment companies by IFAs.

Investor interest

1 November 2019

David Prosser highlights the benefit of investment companies when it comes to protecting shareholder interests.

Digging deeper

25 October 2019

David Prosser explains why you should look further than just the discount/premium of an investment company and take ‘Z scores’ and ‘Sharpe ratios’ into account during analysis.

Positive on US bonds

24 October 2019

In this snippet from the latest episode of Trust TV, Henderson Diversified Income Trust Co-Fund Manager, John Pattullo, explains why he and the team are optimistic about US bond performance; and breaks down his view on why inflation is likely to remain low for the foreseeable future.

Recorded October 2019.

Why investors shouldn’t overlook Europe

24 October 2019

In the latest episode of Trust TV, Ollie Beckett, Fund Manager of TR European Growth Trust, tackled investor questions around Europe’s economic outlook and the consequences of further quantitative easing on the continent’s equity market.

Recorded October 2019.

Pages

Learning zone

Visit the AIC's new Learning Zone and enrol in online training courses.

Start now

Face to face training

Find out about the AIC’s face to face training for financial advisers and wealth managers.

See upcoming events

Adviser introduction to investment companies

Portfolio watchlist

Choose and store a selection of companies you can view and compare later.

Set up your watchlistView your watchlist