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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.

Pre-election investment company views on the US

10 September 2020

Paul Niven, F&C Investment Trust, Fran Radano, North American Income Trust, and Zehrid Osmani, Martin Currie Global Portfolio Trust, discuss their outlook for the US ahead of the upcoming election.

Recorded 8 September 2020.

Spotlight – September 2020

10 September 2020

We talk about the potential impact of the US election, overlooked UK opportunities and how Ian Sayers learned to love notice periods on open-ended property funds.

Playing the long game

21 August 2020

With the help of Terry Smith and Warren Buffett, David Prosser examines the benefits of holding investments for the long term and not trying to time the market.

Martin Currie: Inside Story - Masimo

17 August 2020

Martin Currie Global Portfolio Trust Manager, Zehrid Osmani, provides an insight into Masimo, a key stock and a leader in non-invasive patient-monitoring hospital devices and technologies.


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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