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.
Will Fraser-Allen – Albion VCTs, Dr Paul Jourdan – Amati AIM VCT and Charlie Winward – The Northern VCTs explain their outlook for the VCT sector.
David Prosser explains why investment companies are the natural home for income-seeking investors.
Will Fraser-Allen – Albion VCTs, Dr Paul Jourdan – Amati AIM VCT and Charlie Winward – The Northern VCTs explain where they are finding opportunities.
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.
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.
Investment companies discuss their fashion holdings ahead of London Fashion Week.
Managers comment on Brexit’s impact and investee companies.
David Prosser examines a study from AJ Bell looking at the outperformance of investment companies against their open-ended equivalent funds.
Lack of knowledge and inertia are still key barriers.
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.
AIC issues report on the dangers of holding illiquid assets in open-ended funds.