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Financial advisers

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 2019

12 July 2019

This month in Spotlight, find out about our autumn training seminars, explore the social benefits and political risks of infrastructure, and see which manager has been running the same investment company since the pound coin was introduced.

An introduction to the VinaCapital Vietnam Opportunity Fund

18 February 2019

Andy Ho, manager of VinaCapital Vietnam Opportunity Fund, and Khanh Vu, investment director at VinaCapital Group, introduce this Vietnam focused investment company and explain how VOF gives investors access to a range of carefully selected investments benefitting from the sustainable growth Vietnam is experiencing today.

Citywire debate - Are property trusts better than funds?

15 February 2019

Open-ended commercial property funds are once again at the centre of a Brexit storm. Citywire’s Gavin Lumsden speaks to four property investment experts about the pros and cons of closed-ended real estate investment trusts and property investment companies. Credit – Citywire Investment Trust Insider

The speakers were:

Alan Brierley, head of investment company research, Canaccord Genuity

Calum Bruce, investment director, Ediston Real Estate, manager of Ediston Property Investment Company (EPIC)

Ben Yearsley, director, Shore Financial Planning

Rogier Quirijns, head of Europe Real Estate, Cohen & Steers

What’s the impact of Brexit?

12 February 2019

John Glencross - Calculus VCT, Ian McLennan - Triple Point VCTs, and Rodney Appiah - Foresight VCTs, explain how Brexit is affecting the UK’s smaller companies.

What do you want?

11 February 2019

David Prosser reminds us that it is important to remember our individual needs when picking investment companies.

The benefits and risks of VCTs

8 February 2019

John Glencross - Calculus VCT, Ian McLennan - Triple Point VCTs, and Rodney Appiah - Foresight VCTs, explain what VCTs offer to investors.

Innovate or die?

8 February 2019

David Prosser discusses innovation in the sector, recent investment company launches and how the closed-ended structure lends itself to new ventures.

The outlook for VCTs

7 February 2019

John Glencross - Calculus VCT, Ian McLennan - Triple Point VCTs, and Rodney Appiah - Foresight VCTs, discuss the impact of Brexit and the themes in their portfolios.

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Learning zone

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Face to face training

Find out about the AIC’s face to face training for financial advisers and wealth managers.

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Adviser introduction to investment companies

Portfolio watchlist

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

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