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.
Zehrid Osmani – The bull/bear battle
14 April 2020
Zehrid Osmani, Manager of Martin Currie Global Portfolio Trust, gives a market update, highlights potential opportunities post coronavirus and explains his investment process.
Future proofing
9 April 2020
David Prosser explains the unique ability that investment companies have of being able to squirrel away income to smooth dividends in the down the line.
New report reveals VCTs’ focus on high-growth, innovative businesses since 2017 rule changes
7 April 2020
VCTs invested more than £900m in small UK companies during 2018 and 2019.
Investing through bear markets
6 April 2020
New data from the AIC shows the power of long-term investing.
The time is now?
3 April 2020
David Prosser looks at recent discount movements in the industry and what this might mean for opportunistic investors.
Martin Currie Global Portfolio Trust: the opportunities offered by the market pull-back
31 March 2020
In this podcast, Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, discusses the opportunities he is seeing during current market turmoil.
The race for a vaccine
31 March 2020
Investment companies combating coronavirus.
“Avoid despair and stay calm”
30 March 2020
Longest-serving investment company managers share their bear market insights.
Déjà vu
27 March 2020
David Prosser looks at the recent suspension of open-ended property funds and the structural suitability of investment companies for illiquid assets and dividend payments.
The next generation of dividend heroes
23 March 2020
Which investment companies are approaching dividend hero status?
Swing pricing and notice periods
20 March 2020
AIC responds to FCA speech on less liquid assets in open-ended funds.
Bargain buys
20 March 2020
Amidst coronavirus concern, David Prosser looks at the potential of buying investment companies on the cheap.
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Why advisers use investment trusts
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