Skip to main content

Financial advisers

You are here: home > 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 – March 2020

12 March 2020

We talk about some things that everyone is talking about (the virus, the markets) and some things that few people are talking about (why it’s nearly always a good time to invest in UK Smaller Companies).

At the helm

18 October 2019

David Prosser explains the benefits investment company boards offer to shareholders.

Time to diversify?

4 October 2019

David Prosser examines the multi-asset investment companies in our Flexible Investment sector.

David Prosser examines the multi-asset investment companies in our Flexible Investment sector.

Dividends delivered

27 September 2019

David Prosser looks at the highest-yielding investment companies on a 10 year basis and the benefits of their structure for delivering income.

David Prosser looks at the highest-yielding investment companies on a 10 year basis and the benefits of their structure for delivering income.

Meet the managers: Derek Stuart, Artemis Investment Management LLP

24 September 2019

One of Witan Investment Trust’s managers, Derek Stuart (of Artemis Investment Management LLP) discusses his research process and how he constructs an investment portfolio.

Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

Meet the managers: Nick Train, Lindsell Train Ltd

24 September 2019

One of Witan Investment Trust’s managers, Nick Train (of Lindsell Train Ltd) discusses his investment style and how he constructs an investment portfolio.

Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

Witan Half Year Results 2019

24 September 2019

Witan Investment Trust’s CEO, Andrew Bell, discusses the results and the outlook for equity markets.

Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

Pages

Why advisers use investment trusts

Find out why financial advisers use investment trusts (investment companies).

Learning zone

Visit the AIC's Learning Zone and enrol in online training courses.

Start now

Portfolio watchlist

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

Set up your watchlistView your watchlist

Face to face training

Improve your knowledge of investment companies at one of our free accredited training sessions.