What Investment articles from December 2000

What Investment archives from December 2000

Annus volaticus.(overview of 2000, look ahead to 2001)(Brief Article)(Editorial)
December 1, 2000... As the year draws to a close, investors are feeling a mix of emotions. 2000 has been an exciting year, but the overall news has not been impressive. The tech-bubble finally burst in April, but despite a rally in August, the world markets have...

NEWS ROUND-UP.(PEP investments with Baillie Gifford, public's knowledge of annuity services)(Brief Article)
December 1, 2000... ANNUITY OPTIONS Every year people reaching retirement invest millions of pounds in compulsory purchase annuities. Unwittingly, many are entering into inferior contracts, unaware of the choices that are available, and so, missing the...

top ten funds.(Brief Article)(Illustration)(Statistical Data Included)
December 1, 2000... Unit trusts/OEICs One year Performance 1 Framlington Health 324.75 2 CF Bio-Tech 298.19 3 Scot Equitable Euro Smllr Cos 25.29 4 Murray Smaller...

New Offers.(rating of latest savings and investment plans)(Statistical Data Included)
December 1, 2000... We examine what the latest savings and investment plans have to offer investors. Each product has been given a star rating representing its overall value for money based on cost, terms and conditions and investment opportunity Colonial...

Product of the Month: Chase Fleming Dynamic Fund.(from Chase Fleming Asset Management)(Brief Article)(Statistical Data Included)
December 1, 2000... Chase Fleming Asset Management has added the Fleming Dynamic Fund to its range. The objective of the fund is to maximise long-term growth by investing primarily in UK equities. There are no constraints on the sector, size or style of...

Striking a bargain (1).(discount broker market)
December 1, 2000... If you know what investment you're after, paying the full monty for a product hardly makes sense. Sally Wright sorts through the discount broker market While independent advice is extremely valuable for investors lacking the confidence,...

Striking a bargain (2).(Statistical Data Included)
December 1, 2000... renewal With-profit bonds Up to 5.5% none Life insurance All initial commission All renewal rebated commission...

Stand up for your rights (1).
December 1, 2000... Are you someone who makes a habit of complaining or are you always reluctant to step forward and make a fuss? Harvey Jones highlights the key to making a successful complaint Complaints about investments come in different shapes and forms....

Stand up for your rights (2).(Brief Article)
December 1, 2000... CONTACTS The eight existing complaints schemes have all moved to the same shared offices in Docklands in London. Letters sent to the ombudsman schemes at their old addresses are forwarded automatically to the new building. The new...

A piece of the action (1).(employee share ownership schemes)
December 1, 2000... Do you want your company to work harder for you? Jim Hawkins investigates the developments in employee share ownership schemes Most people go to work for the simple reward of a salary at the end of the month. It is afterall a pretty safe...

A piece of the action (2).(Statistical Data Included)
December 1, 2000... It is especially interesting to note that someone with a modest monthly saving of 30 [pounds sterling] has a tax problem as a result of the growth in the share price since the option was granted. Whilst it is widely thought that it is the "Fat...

What Investment 2000 Xmas Quiz.
December 1, 2000... As the year 2000 draws to a close, What Investment tests your knowledge of the people and events that shaped 2000 1. What was the jewel in Seagram's crown that so interested Vivendi when the French utilities group made its purchase of the...

Reading performance tables.
December 1, 2000... At first glance, performance tables seem pretty self-explanatory but sorting out your offer-to-bid from your bid-bid pricing can cause confusion. Ian Wylie examines performance-table jargon Just because Manchester United won the Premiership...

A matter of trust (1).
December 1, 2000... Holding assets in trust is essentially a way of preserving wealth in the face of the taxman and the vagaries that life may throw at you. James Caldwell looks at the different types of trust on offer To ignore trusts is to ignore one of the...

A matter of trust (2).
December 1, 2000... * to reduce capital gains tax. Gains realised from assets held in trust will be subject to a 34 per cent tax rate, and taper relief is available * to invest in a unit trust * to make private provision for others. The identity of a...

Queue busters.(online banking services)
December 1, 2000... Stephen Pritchard discovers that there is more to online banks than lust avoiding the branch Being able to do day-to-day banking business over the internet is now routine. The high-street banks - and a handful of building societies - have...

United States Earnings meltdown.(Brief Article)
December 1, 2000... Each month, What Investment speaks to the top-performing fund managers in global markets and asks them to reveal the key issues driving their stock selection decisions. Profit warnings continue to rock the US as the presidential election...

United Kingdom In a spin.(Brief Article)
December 1, 2000... The FTSE 100 and the FTSE All-Share remain directionless and continue to be marred by extreme sector rotations. The fourth quarter has dawned with investors in deeply introspective mode, preferring the safe haven of the bond market and...

Europe The winter blues.(Brief Article)
December 1, 2000... Economic fundamentals in Europe are strong but concerns over US reporting surprises have rocked the boat Europe has always been a popular market for UK retail investors, and after an impressive record of outperformance, the disappointments...

Far East A crisis in confidence.(Brief Article)
December 1, 2000... Internal wrangling is hampering many promising markets but the opportunities are likely to reveal themselves early in 2001 In the past month or so, there has been a sharp divergence between the performance of various markets within this...

Market insider: Germany.(Brief Article)
December 1, 2000... Continuing our series providing a fundamental analysis of a region from an economic and political perspective. This month, Michael Wilson considers the prospects for Germany Chancellor Gerhard Schroder could be forgiven for asking just what...

Market View.(Brief Article)
December 1, 2000... It could have been worse. A spate of profits warnings or less than thrilling results from big US software, hardware and telecoms players depressed those three sectors. For the FTSE Small Cap and AIM Indices, which these days are heavily tech...

Water sector view.(Brief Article)
December 1, 2000... Over the past ten years, investors seeking shelter from an uncertain market have rushed to water stocks. But with the current uncertainty, it may be different this time. Up 2.7 per cent over the past month, the attractions of this industry for...

Water share view.(water utilities investing)(Brief Article)
December 1, 2000... Clearly, water has some obvious attractions for risk-averse investors. Even if the wider market takes a dramatic tumble it is hard to see a stock offering a relatively secure yield of almost 7 per cent falling by enough to leave investors that...

The great American dream.(investment fund analysis)
December 1, 2000... Some believe that US large caps have caught a cold, after a record eleven years of non-stop growth. Other fund managers see only some companies sneezing, and still believe that by purchasing astutely their performance can remain healthy. ...

UNIT TRUSTS/OEICs: Performance tables (1).(statistics)(Illustration)(Statistical Data Included)
December 1, 2000... WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 1 November 2000, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that...

UNIT TRUSTS/OEICs: Performance tables (2).(statistics)(Illustration)(Statistical Data Included)
December 1, 2000... Abbey Extra Income 99.08 26 101.53 25 105.18 36 Abbey Nad Extra Income 99.97 21 102.30 19 123.95 15 Aberdeen Extra Income 99.19 25 100.07 32 121.13 22 AIIchurches Higher Inc A ...

UNIT TRUSTS/OEICs: Performance tables (3).(Illustration)(Statistical Data Included)
December 1, 2000... Sovereign Ethical 100.33 123 120.36 27 160.84 21 Sovereign FTSE 100 100.32 125 101.53 225 130.77 153 Sovereign UK Growth 98.32 190 109.06 86 124.14 199 St James's PI Tracker ...

UNIT TRUSTS/OEICs: Performance tables (4).(Statistical Data Included)
December 1, 2000... Mayflower International Leader 92.57 121 95.26 148 117.40 122 Merrill Lynch GIN Titans Inc 90.24 141 N/A -- N/A -- Merrill Lynch Growth Ptfl 97.32 54 104.28 127 N/A -- Merrill...

UNIT TRUSTS/OEICs: Performance tables (5).(Statistical Data Included)
December 1, 2000... S&W European 94.31 45 121.17 29 169.88 32 Sanwa European Growth 96.97 17 124.09 22 182.42 12 Schroder European Growth 94.64 42 120.34 35 165.88 46 Schroder Inst European ...

UNIT TRUSTS/OEICs: Performance tables (6).(Industry Overview)(Statistical Data Included)
December 1, 2000... GUARANTEED/PROTECTED FUNDS Close European Escalator 92.32 15 101.41 3 N/A -- Close Far East Escalator 87.11 17 92.69 15 N/A -- Close UK Escalator 100 96.03 6 97.20 7 107.66 5...

UNIT TRUSTS/OEICs: Performance tables (7).(Industry Overview)(Statistical Data Included)
December 1, 2000... Merrill Lynch High income Bd 136.64 6 N/A -- 6.91 Newton Euro High Yield Bd N/A -- N/A -- 9.66 Newton High Yield Bond N/A -- N/A -- 6.15 Norwich Higher Income Plus N/A --...

UNIT TRUSTS/OEICs: Performance tables (8).(Industry Overview)(Statistical Data Included)
December 1, 2000... GA Ganda 169.8 163 323.49 124 0.34 GAM Multi-UK Inc N/A -- N/A -- 0.00 GAM UK Diversified A 224.84 21 479.08 13 1.52 Gartmore Mastertrust N/A --...

UNIT TRUSTS/OEICs: Performance tables (9).(Illustration)(Statistical Data Included)
December 1, 2000... Hambros Pen Exempt Intl Eq N/A -- N/A -- 0.25 Henderson Ethical A 195.38 21 N/A -- 0.47 Henderson International A 178.70 52 337.64 55 0.00 Hill Samuel International 168.76 70...

UNIT TRUSTS/OEICs: Performance tables (11).(Illustration)(Statistical Data Included)
December 1, 2000... Perpetual Money 126.12 3 N/A -- 5.67 Prudential Cash Haven 121.95 21 168.88 1 5.06 Royal Bk Scot Cash N/A -- N/A -- 5.34 Royal London Cash N/A --...

Going for growth.(year-end review of UK capital growth investment trust sector)(Statistical Data Included)
December 1, 2000... The UK capital growth investment trust sector has had a roller-coaster ride of a year. Technology stocks belong in the growth sector. And the boom and bust in these lead to considerable volatility. There were, as Max King, manager of...

INVESTMENT TRUSTS: Performance tables (1).(Illustration)(Statistical Data Included)
December 1, 2000... The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and ten years to 1 November 2000, on a mid-market basis with net income reinvested. Funds are listed by sector so that you can compare them against...

INVESTMENT TRUSTS: Performance tables (2).(Industry Overview)(Statistical Data Included)
December 1, 2000... Henderson Far East Income 106.63 1 92.82 9 92.82 9 Henderson TR Pacific 75.23 13 109.30 6 109.30 4 INVESCO Asia 82.10 9 86.29 12 86.29 12 Pacific Assets ...

INVESTMENT TRUSTS: Performance tables (3).(statistics)(Illustration)(Statistical Data Included)
December 1, 2000... LeggMason Euro Util Ord(04) 303.07 1 N/A -- 3.82 Mean/Count 229.23 3 0.00 0 3.02 SECTOR SPECIALISTS FINANCIALS Asset Management Inv Co 217.99 1 N/A -- 4.88...

INVESTMENT TRUSTS: Performance tables (4).(statistics)(Brief Article)(Illustration)(Statistical Data Included)
December 1, 2000... Jupiter Split - Inc (004) N/A -- N/A -- 110.22 LeggMason Inc&Growth N/A -- N/A -- 110.86 Lloyds Smaller Cos-Div (02) 119.26 16 N/A -- 69.43 M&G Equity - Inc (11) N/A --...

Money clinic.(Letter to the Editor)
December 1, 2000... A panel of independent experts answer readers' financial planning and investment queries * The best course of action I have a 9,000 [pounds sterling] investment in a Bradford & Bingley TESSA account, which is due to mature in 2001. I...

Best ways to save.(savings account statistics)(Illustration)(Statistical Data Included)
December 1, 2000... INSTANT ACCESS ACCOUNTS Company Account Name Balance of 500 [pounds sterling] Nationwide (www.nationwide.co.uk) e-Savings(**) Halifax (www.halifax-online.co.uk) Web Saver ...

TOP-PERFORMING UNIT-LINKED PENSIONS (1).(statistics)(Illustration)(Statistical Data Included)
December 1, 2000... Five years to 1 November 2000. Results of 100 [pounds sterling] invested on an offer-to-bid basis with gross income reinvested. Source: Standard & Poor's Mrcropal Australasia FP Australian (ex NM)(**) 139.01 1 Sector...

TOP-PERFORMING UNIT-LINKED PENSIONS (2).(Brief Article)(Statistical Data Included)
December 1, 2000... RSA Gilt Edged (ex PGA) 154.00 7 Barclays Life Gilt Edged 2 153.31 8 Medical Sickness Fixed Int 151.59 9 Natl Mutl Fixed Interest 151.15 10 Norwich Union RP Fixed Int(**) 151.05...