Under the microscope

Article Abstract:

The investment trust industry is under pressure, although income oriented trusts continue to prosper. Both unit trusts and investment trusts offer higher yields than that currently offered by the FTSE All Share index. Investment trusts can borrow money to invest and individual yields vary greatly. A further selling point is split capital trusts which separate the portfolio's income stream and capital growth potential.

Analysis, Investment companies

---

New funds with old themes battle for subscribers: new launches are very often the product of providers' desire to get themselves noticed in a crowded market but this doesn't mean the plans are not worth considering

Article Abstract:

Newly launched Peps do not have a track record, although new Peps are often based on funds that have been operating for some time. The new Prudential Pep is based on established unit trusts. Even new Peps linked to new funds are often managed by a team already managing similar funds for the same investment house. Schroders has launched the Income Builder Pep based on the Schroder Income Growth Fund.

Securities

---

Figures support investment trusts' superiority claim: a glance at the performance tables would seem to suggest that investment trusts are the better home for your money - but this may not always be the case

Article Abstract:

Investment trusts offered better returns for investors than unit trusts during 1994. 14 trusts eligible for full Pep investment limit produced a profit, compared to eight Pepable unit trusts. Dunedin Enterprises was the top performing trust, with TR European Growth and Finsbury Trust producing returns in double figures.

Similar abstracts:

• Abstracts: An enquiry into the relationship between activation and performance using saccadic eye movement parameters. A method of evaluating VDT screen layout by eye movement analysis
• Abstracts: Reliability of driving behaviour inventory. Human occupational and performance limits under stress: the thermal environment as a prototypical example
• Abstracts: The contingent effect of specific asset investments on joint action in manufacturer-supplier relationships: an empirical test of the moderating role of reciprocal asset investments, uncertainty, and trust
• Abstracts: From bouncing baby to spoilt brat. When the building society doesn't make sense: there comes a point for all investors - young and old - at which it makes sense to venture out of the building society and into equity Peps

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