UK roadshow looks under the hood of investment companies

The Association of Investment Companies is set to host a number of half-day seminars which will be held in 10 regions across the UK between June and December.

The events, which will be hosted by Nick Britton, head of training at AIC, will delve into how investment companies work and explore how their performance compares to other collectives.

In addition, each seminar will also feature a presentation from a prominent investment company manager, who will discuss how they use the closed-ended structure to achieve the fund’s investment goals, as well as an experienced wealth manager or industry expert, who will discuss how to research and analyse investment companies.

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Fund managers speaking at the event include Job Curtis of the City of London Investment Trust, Bruce Stout of Murray International and Alex Wright of Fidelity.

Wealth managers and analysts who will be presenting include John Newlands of Brewin Dolphin, Stephen Peters of Charles Stanley and Andrew Summers of Investec.

Mr Britton said: “These 10 seminars are a key part of the AIC’s education programme, which has trained over 3,300 advisers and wealth managers since it was launched in 2011. We’ve got a great line-up of fund managers this year, who are sure to have some fascinating insights to share with those who attend.”

The roadshows will take place from 11 June in Manchester, and end at Colchester on 2 December.

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Adviser view:

Russell Waller, investment and pensions adviser at Fairstone Financial Management (City) Limited, based in London, said: “I have been to a few of these types of events. I would say that they provided me with an insight into how investment companies structure their investments.

“They are helpful to those advisers who work in this sector.”