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).
AIC interview with Peter Lowe, BMO Real Estate Investments
13 November 2019
Peter Lowe, Manager of BMO Real Estate Investments, discusses the benefits of investing in property with investment companies, political uncertainty and his outlook for the sector.
AIC releases educational video with advisers explaining how income investment companies work
13 November 2019
Financial planners explain the benefits of investment companies and their structure for income-seeking investors through a series of interviews complemented by easy-to-understand animations.
Expert views: investment companies for income
12 November 2019
Financial advisers discuss the benefits of investment companies when it comes to paying income.
Recorded October 2019
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.
With Brexit and an election hanging in the balance what’s the outlook for UK property?
5 November 2019
With current political uncertainty, persistently low interest rates and high street store closures soaring, many investors’ eyes are on property. But what are investment companies’ views on the sector and what does the future hold for this asset class?
Investor interest
1 November 2019
David Prosser highlights the benefit of investment companies when it comes to protecting shareholder interests.
Why advisers use investment companies
29 October 2019
The Association of Investment Companies has released an educational video featuring financial adviser views on their use of investment companies.
Why advisers use investment trusts
29 October 2019
Financial advisers discuss how and why they use investment companies.
Recorded in October 2019.
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.
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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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Improve your knowledge of investment companies at one of our free accredited training sessions.
