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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 – July 2020

2 July 2020

This month’s Spotlight looks beyond the short-term impacts of the coronavirus crisis to what may be the pandemic’s more lasting effects.

Zehrid Osmani – The bull/bear battle

14 April 2020

Zehrid Osmani, Manager of Martin Currie Global Portfolio Trust, gives a market update, highlights potential opportunities post coronavirus and explains his investment process.

Future proofing

9 April 2020

David Prosser explains the unique ability that investment companies have of being able to squirrel away income to smooth dividends in the down the line.

The time is now?

3 April 2020

David Prosser looks at recent discount movements in the industry and what this might mean for opportunistic investors.

Déjà vu

27 March 2020

David Prosser looks at the recent suspension of open-ended property funds and the structural suitability of investment companies for illiquid assets and dividend payments.

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Why advisers use investment trusts

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

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Portfolio watchlist

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

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