What are you paying for yours?

Article Abstract:

Charges for unit trusts can vary from 7,000 pounds sterling to 20,000 pounds over 25 years. The financial services sector now has to disclose the cost of its products in a Key Features document. This will tell investors about charges, hidden expenses, the commission that advisers receive and any risks associated with the product. A review of costs reveals that an average unit trust costs double that of an investment trust. Running costs are 1.27% and 0.96% respectively. Unit trust Peps cost an average of 58.60 pounds, against 65.90 pounds for a unit trust.

Financial services industry, Financial services, Product information, Prices and rates, Mutual funds

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The importance of levers

Article Abstract:

The City of Oxford Geared Income investment trust offers a clear illustration of the problems of leverage. City of Oxford, a split-capital trust, has seen its share price tumble and is suffering from the negative effects of gearing.

Analysis, Securities, Leverage (Finance), Leverage, City of Oxford Geared Income Trust

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ITs a wonderful life

Article Abstract:

Many investors prefer investment trusts to unit trusts, and many websites now exist to provide information and help investors choose investment trusts. Several web sites are examined.

Evaluation, Web sites (World Wide Web), Information services, Web sites

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