Charges of the PEP brigade

Article Abstract:

Cost should not be the main factor in choosing an actively managed equity personal equity plan (Pep), as strong performance can easily balance out higher charges. However, this is not necessarily the case with investment trust Peps. These are more expensive to purchase than an investment trust on its own, and it is therefore important to be sure that the additional cost will be justified. This applies particularly to investors likely to exceed the planned 50,000 pounds sterling ceiling for Individual Savings Accounts.

Commercial Banks, Commercial Banking, Consumer Savings, Prices and rates, Savings accounts

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Caution: heavy plant at work

Article Abstract:

United Kingdom investment trusts are undergoing changes, triggered in many cases by institutional stockholders which have forced restructuring of trusts with wide discounts. Some 30 trusts have announced that they are to wind up in the eight months to Jul 1998. Other trusts are to be turned into open-ended investment companies, or unit trusts. Small investors can benefit from these changes in a number of ways, such as drops in discounts, and the possibility of exits at near asset value.

Investment Offices, Investment Companies, Open-End Investment Funds, United Kingdom

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