AMP: data-block-on-consent Smartad Iframe
2015 record year for investment company adviser purchases
Purchases almost triple pre-RDR levels. Latest research from the Association of Investment Companies (AIC) using Matrix Financial Clarity demonstrates that 2015 was a record year for adviser and wealth manager purchases of investment companies via…
The Queen celebrates 90 years: Investment company sector continues to thrive
Figures from AIC show that 10% (27 by number) of conventional members have been around for 90 years or longer and continue to thrive. Of these, nearly half are featured in the AIC’s dividend heroes…
Dividend heroes – investment companies with at least 20 year records of dividend rises
2016 began with a rocky start for markets, but there is some better news for income seeking investors. Today, the Association of Investment Companies (AIC) has published a list of the investment company sector’s dividend…
Regular as clockwork: 43% of investment companies pay quarterly dividends compared to 17% in 2010
AIC publishes dividend payment dates for member companies. It’s no secret that in today’s low interest rate environment, investors are on the hunt for yield. And it would seem that many investors also value…
Using investment companies to generate regular income in retirement
The AIC has collated adviser views on which investment companies work well in a pension portfolio to generate income. It’s coming up to a year since the pension reforms were put in place and,…
What I’ve learned about investment trusts
A guest article by Neil Mumford, chartered financial planner. Neil Mumford, Chartered Financial Planner at Milestone Wealth Management Limited, put his own money into investment trusts for five years before recommending them to clients. He…
Market volatility data: Investing through tough markets in investment companies
The AIC looks at investment company investments at the start of previous bear markets. With the market volatility continuing in February, it’s worth considering how investment companies have performed in the past during difficult markets.…
It’s important for investors to acknowledge and be comfortable with China’s slower growth
The AIC has collated views from investment company managers on China. It’s already been a tough start to the year for the Chinese market, as the Chinese New Year, the year of the monkey approaches…
Investment company adviser purchases in first nine months of 2015 up 55% compared to same period in 2014
The AIC has published data from Matrix Financial Clarity, demonstrating that in the first three quarters of 2015, purchases of investment companies on platforms by advisers and wealth managers reached £549m. The Association of…
Longest serving investment company managers comment on market volatility
The start of 2016 has proved a turbulent time for markets, so the AIC has collated fund manager views. The start of 2016 has proved a turbulent time for markets. After closing 2015 at…