Diving into offshore investments: offshore funds offer the more sophisticated investor the advantage of investment flexibility and tax efficiency
Article Abstract:
Offshore funds have traditionally been seen as tax dodges particularly when UK income tax rates were high and foreign exchange was strictly controlled. However the lines between onshore and offshore funds have blurred with the fall in tax rates and the closing of many tax loopholes. There are still about 6,000 offshore funds in low-tax financial centres offering more flexibility on tax payments. Offshore funds come in the form of accumulation funds which do not pay out income, and distributor funds which pay out gross income liable to income tax.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1997
User Contributions:
Comment about this article or add new information about this topic:
Once around the track: Tracker Peps have proved enormously popular
Article Abstract:
There are several fully Pepable trackers covering European markets including the L&G European Indexed fund. Trackers seem to offer better returns than actively managed funds, but a tracker is geared not to outperform and will usually trail the index it tracks. Tracking error measures the accuracy of the tracked index and the level of the error is the main concern of retail investors.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1999
User Contributions:
Comment about this article or add new information about this topic:
Fund fashions
Article Abstract:
The UK investment funds industry has seen a move away from passive managers towards active managers in 2001, largely due to the economic climate. There is also growing trend towards boutique fund managers.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2001
User Contributions:
Comment about this article or add new information about this topic:
- Abstracts: Task analysis for the investigation of human error in safety-critical software design: a convergent methods approach
- Abstracts: Keeping life insurance affordable in the era of genetic medicine. Steps for successful coordination of life insurance and retirement benefits
- Abstracts: Investing in healthcare funds. Bear Stearns Asset Management. Outlook for brokers & asset managers
- Abstracts: Red tape under threat. When a transfer of shares is restricted. Entering the e-age
- Abstracts: Kingsway Financial Services, Inc. (KFS). United Fire & Casualty Company (UFCS). The Commerce Group, Inc. (CGI)