Commercial Union PPT Monthly Income Plus
Article Abstract:
Commercial Union PPT Monthly Income Plus has Hugh Everitt as its lead fund manager. The fund aims to preserve capital over the long term and produce a level of income that is above average. Different asset classes are introduced to reduce interest rate risk. Preference stocks account for around a half of the fund. The top 10 holdings include Bank of Scotland and Hyder preference stocks. The investments have tended to be cautious and this has produced benefits, with no drop in dividend pay outs.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
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Witan Investment Company
Article Abstract:
Witan Investment Company has Christopher Clarke as its lead fund manager, and he holds a stake in the trust. The European team favors value investing and the US team favors selecting strong companies in industrial sectors. The general aim of the fund is to be growth oriented. Barclays, Henderson and Glaxo Wellcome are among the top 10 holdings. Witan has provided solid growth, though this has not been spectacular. The trust reduced its exposure to the Far East in 1997.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
User Contributions:
Comment about this article or add new information about this topic:
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