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Financial advisers

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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 – March 2020

12 March 2020

We talk about some things that everyone is talking about (the virus, the markets) and some things that few people are talking about (why it’s nearly always a good time to invest in UK Smaller Companies).

VCTs – Outlook for the sector

7 February 2020

Will Fraser-Allen – Albion VCTs, Dr Paul Jourdan – Amati AIM VCT and Charlie Winward – The Northern VCTs explain their outlook for the VCT sector.

Executive interview – Seneca Global Income & Growth Trust

6 February 2020

Gary Moglione, one of SIGT’s fund managers, discusses how the environment has been for value managers and how Brexit is affecting the fund’s UK exposure. He then highlights the new positions in the portfolio, before discussing changes within the specialist asset segment of the company and how overall asset allocation has evolved over the course of this year.

A clear winner

31 January 2020

David Prosser examines a study from AJ Bell looking at the outperformance of investment companies against their open-ended equivalent funds.

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Why advisers use investment trusts

Find out why financial advisers use investment trusts (investment companies).

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