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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 – 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.

Edinburgh Worldwide Investment Trust - Manager Update Part 1 - Q2 2019

1 May 2019

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Edinburgh Worldwide Investment Trust - Manager Update Part 2 - Q2 2019

1 May 2019

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.

Baillie Gifford Shin Nippon - Manager Update Q2 2019

1 May 2019

Portfolio manager of Shin Nippon, Praveen Kumar, discusses the main takeaways from his extended trip to Japan and past and potential future activity within the portfolio.

Portfolio manager of Shin Nippon, Praveen Kumar, discusses the main takeaways from his extended trip to Japan and past and potential future activity within the portfolio.

Riding the storm

26 April 2019

David Prosser takes a look at recent noise regarding Neil Woodford’s Patient Capital Trust and examines the benefits of the closed-ended structure in the case of this fund.

The price is right?

17 April 2019

Simon Elliott, head of investment trust research at Winterflood Securities, has argued that lower fund fees are not always good news for investors, David Prosser evaluates.

Earning your keep

15 April 2019

David Prosser explains key investment company advantages and why he thinks the idea of closed-ended funds not being suitable for most IFA clients is out-of-date.

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