Investors count the cost of Asian crisis

Article Abstract:

Returns on income and growth funds were similar over 1997, but profit came from different assets, according to performance measurements from The WM Co. Equities accounted for around 17% of returns for growth funds, with less than 1% coming from bonds. For income funds, just under 14% of returns came from equities, with bonds accounting for 4%. On average, growth managers allocated an additional 1.8% to UK equities and a very similar proportion to US equities. The instability in equity markets had a particularly negative impact on private clients with growth portfolios.

Evaluation, Investments

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HY5 leaves investors feeling low

Article Abstract:

HY5 is a personal equity plan (Pep) from Johnson Fry which has attracted a number of investors. This Pep uses the principle that shares performing poorly in one year may perform better the next year. The managers selected cheap shares with high dividend yields from the FT-30 index. This system is notinfallible, since companies' share prices can be depressed for long periods. Returns from this Pep have been lower than the performance of the index.

Johnson Fry

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Fidelity alienates investors over SCP

Article Abstract:

Fidelity has changed its funds on offer to investors, following changed in British regulations announced in the 2001 Budget. The impact of these changes is examined in detail.

Laws, regulations and rules, Fidelity

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