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.
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.
Deciphering dividends
7 February 2020
David Prosser explains why investment companies are the natural home for income-seeking investors.
VCTs – Where are you finding opportunities?
7 February 2020
Will Fraser-Allen – Albion VCTs, Dr Paul Jourdan – Amati AIM VCT and Charlie Winward – The Northern VCTs explain where they are finding opportunities.
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.
Economic, environmental and social impacts of VCT investing
6 February 2020
Will Fraser-Allen – Albion VCTs, Dr Paul Jourdan – Amati AIM VCT and Charlie Winward – The Northern VCTs explain the economic, environmental and social benefits of VCT investing.
Recorded 3 February 2020.
Burberry, Gucci and Louis Vuitton
4 February 2020
Investment companies discuss their fashion holdings ahead of London Fashion Week.
The economic and environmental benefits of VCTs
3 February 2020
Managers comment on Brexit’s impact and investee companies.
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.
Research reveals barriers to investment company use by IFAs
30 January 2020
Lack of knowledge and inertia are still key barriers.
Unlocking the value in UK equities in 2020
27 January 2020
Alex Wright, Portfolio Manager of Fidelity Special Values, outlines how he plans to navigate the uncertainties ahead and reveals his areas of contrarian conviction for 2020.
Square peg in a round hole
27 January 2020
AIC issues report on the dangers of holding illiquid assets in open-ended funds.
Powerful performance
24 January 2020
David Prosser looks back at a “stellar year” for the investment company industry.
Pages
Financial advisers: Log in
Company search
Why advisers use investment trusts
Find out why financial advisers use investment trusts (investment companies).
Learning zone
Portfolio watchlist
Choose and store a selection of companies you can view and compare later.