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.
Financial advisers
Spotlight – June 2019
6 June 2019
This month, we were going to talk about how investment companies are meeting the challenge of climate change. We’re still doing that, but for some reason, we just felt like adding some stuff about how the closed-ended structure of investment companies works really well for illiquid assets. Not sure why.
Time for change
14 December 2018
David Prosser reflects on attitudes towards investment companies six years since the retail distribution review was implemented.
Investment companies: the outlook for 2019
14 December 2018
Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, discuss the opportunities and risks for investors in 2019.
Recorded on 10 December 2018
Consumer protection should be paramount
13 December 2018
AIC responds to FCA’s patient capital discussion paper.
Scottish Mortgage: invest in progress
13 December 2018
Joint managers, James Anderson and Tom Slater, believe that the rapid progress in several industries has created some exciting new businesses with deep competitive advantages. These are exactly the types of companies Scottish Mortgage seeks to own for long periods of time.
Recorded on 1 December 2018
Baillie Gifford UK Growth Fund: the seeds for long-term growth
13 December 2018
Co-managers Milena Mileva and Iain McCombie discuss the Baillie Gifford UK Growth Fund, and explain how they have changed the portfolio since taking over in June.
Recorded on 1 December 2018
Top performing investment company sectors over 2018
11 December 2018
Biotechnology and healthcare tops the list.
Back to the future?
10 December 2018
David Prosser discusses the potential of saving through investment trusts for younger generations and how pensions can offer a suitable starting point.
AIC fund manager poll
10 December 2018
UK and US tipped for 2019 but trade wars greatest threat.
EU decision on KIDs leaves non-UCITS investors ‘out in the cold’
5 December 2018
AIC calls on the FCA to protect investors in investment companies.
Time to diversify?
4 December 2018
David Prosser discusses positioning your investment portfolio for uncertainty in the future.
The future of the investment company industry
3 December 2018
Board directors, analysts, wealth managers and industry commentators share their views on what’s next.
Scottish Mortgage Investment Trust – Resolute Investors Part 2
29 November 2018
James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of significant change in their industries.
Recorded in November 2018.
