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.
How financial advisers use investment companies with clients
6 August 2020
Investment companies (investment trusts) can be used to benefit a range of clients seeking income, growth or both. In these case studies, advisers describe how they use investment companies to help clients meet their financial goals.
Respecting your elders
12 June 2020
David Prosser examines data suggesting that older investors are more likely to hold investment companies.
Coming out of lockdown
9 June 2020
What are the prospects for Wetherspoon, Hollywood Bowl and others?
Zehrid Osmani – Sustainable investing through the crisis
5 June 2020
Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, gives an update on his portfolio and how Martin Currie approaches ESG.
Shifting to sustainability
5 June 2020
David Prosser examines the ESG credentials of the investment company industry.
Investment company managers on how Roche, Pfizer, Gilead and others are combatting COVID-19
1 June 2020
The holdings developing vaccines, tests and treatments.
Zehrid Osmani – Q1 earnings season wrap-up
29 May 2020
Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, gives an update on earnings in Q1, his portfolio, focusing on earnings risk, and investment process.
Could value investing be the remedy for pandemic-hit portfolios?
29 May 2020
Steve Hunter of Seneca Global Income & Growth explains why the investment company is sticking to its value-investing knitting.
Investing for income
29 May 2020
In light of recent comments from fund manager Terry Smith, David Prosser examines the income benefits of investment companies.
Face masks, volunteering and free data for health workers
26 May 2020
How are investment companies helping in the fight against COVID-19?
Spread your bets
22 May 2020
David Prosser explains how alternative investment companies can offer diversification to your portfolio.
Hosting AGMs safely during COVID-19
21 May 2020
AIC responds to the Government’s Corporate Insolvency and Governance Bill 2019-21.
Scottish Mortgage - Why This Crisis Favours Growth Stocks
19 May 2020
Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. Tom Slater, Co-Manager of Scottish Mortgage Investment Trust, explains why.
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Why advisers use investment trusts
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