Investors call the shots

Article Abstract:

The popularity of unit trust personal equity plans (PEPs) has grown since 1992, when new rules allowed the investment of the full PEP allowance in unit trusts. The Association of Unit Trust and Investment Funds reports that nearly 25 billion pounds sterling is currently invested in unit trust PEPs. Consequently, there is intense competition between providers who are seeking to promote options tailored to specific investor needs.

Unit Trusts (Oil, etc), Other Financial Vehicles, Trusts, Management, Unit investment trusts, Mutual funds

---

Performance is not the whole story

Article Abstract:

Investors seeking successful personal equity plans (PEPs) should not disregard past performance tables, although they do not guarantee future prospects. Performance tables should be used to narrow down choices before seeking more information on how performances have been achieved. It is important to choose a fund manager with a successful past performance.

Manitoba

---

Spoilt for choice

Article Abstract:

In the UK, personal equity plans (PEPs) have become popular and successful investment products, with almost 200 providers offering different plans. Among the mainstream PEP providers are banks, building societies, fund management groups, life assurance companies and stockbrokers. It is advised that investors spread their investments over several managers.

Similar abstracts:

• Abstracts: Guarantees are all the rage. Performance
• Abstracts: Investment opportunities and the structure of executive compensation. Estimates of economic rates of return for the U.S. pharmaceutical industry, 1976-1987
• Abstracts: Doing the splits. Tax breaks galore - if you're happy with the extra risk. Left behind in the bull rush
• Abstracts: Investors bear brunt of the Budget blues. Safeguard assets for future generations. Preparing for the Budget and beyond
• Abstracts: Roker roars to market. Villa's solid performance. Too tough to tackle

This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible.