Planning your campaign
Article Abstract:
Most private investment portfolios have evolved and are not always rebalanced on a regular basis. British individual savings accounts (Isas) offer tax advantages both on some income payments and for capital gains. Isas allow investors to use a wide range of assets, with an annual limit of 5,000 pounds sterling, and 7,000 pounds for the initial year, to April 5 2000. They can include cash, stocks, and insurance. Maxi Isas tie investors to one provider, while mini-Isas allow different providers to be used for each type of investment.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2000
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End of the track?
Article Abstract:
Tracker funds have become popular in Britian since the mid-1990s, especially since active funds have often failed to perform better than key indices. Trackers funds offer low charges, but there is concern about spread, since mergers and acquisitions mean that risks can be concentrated in a few major companies. Changes in sentiment affecting the price of stocks in one large company can affect the performance of some tracker funds. Investors can combine tracker funds with active funds, to gain access to growth opportunities and diversify to control volatility.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2000
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