Trusts to change their spots

Article Abstract:

UK investors are being asked to accept investment remit changes by Save and Prosper and Fidelity. The focus of the investments may change as well as charges and a decision to make a change could indicate that problems have been experienced. The investments may not have performed as well as expected or a fund manager may have left. Investors should assess why changes are being made and what changes are being made to charges. They should also assess the tax implications of any decisions they make.

Fidelity Investments, Save and Prosper Group

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Darker side to price wars

Article Abstract:

Many investment trust managers have attracted investors by offering lower annual management charges than their unit trust counterparts. However, they are now increasing charges on new trusts, and the average annual management fee has reached around 1.25%, compared with 0.25-0.4% in the past. Many observers are now pointing out that investment trusts failed to use long-term borrowings when interest rates were very low to put in place large amounts of gearing.

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Caledonia Investments

Article Abstract:

Caledonia Investments is a UK investment company which uses conservative accounting methods, and its true worth is not reflected in its asset value. The company seeks long term capital growth through acquiring major stakes in firms with a good management, and growth potential. The company holds 33% of Sun International Investments, which holds a 75% stake in Sun International Hotels. Caledonia's shares are recommended for investors in Dec 1995.

Caledonia Investments PLC

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