What Investment articles from February 2002

What Investment archives from February 2002

Many happy returns. (Comment).
February 1, 2002... It's amazing what you find when you have a bit of tidy up isn't it? A recent reorganisation of the What Investment offices has unearthed some of the very earliest copies of the magazine. And what perfect timing, since 2002 is the year when we...

Happy new tax year. (News Round-Up).(Brief Article)
February 1, 2002... No sooner is the festive season over than the first tax deadline of the year is upon us. Any readers who received a self-assessment form for 2000/2001 -- and did not return it before the 30 September deadline for the Inland Revenue to calculate...

Dates for the diary. (News Round-Up).(Brief Article)
February 1, 2002... Bates Investment Services, in association with What Investment, has announced the latest dates for its series of free investment seminars. The seminars will cover key areas such as planning investment strategy, balancing risks and rewards,...

Profit protection. (News Round-Up).(Brief Article)
February 1, 2002... Legal & General has launched Protected Portfolio II, a five-and-a-half year investment offering capital growth from a portfolio of 30 UK stocks. The portfolio is available as an ISA, PEP transfer or as a share investment and is open to...

Top ten funds. (February News).
February 1, 2002... top ten funds Unit trusts/OEICs One year Performance 1 M&G South East Asia Euro A 156.36 2 M&G South East Asia Euro C 156.36 3 JPMF Korea ...

Old mutual. (New offers).(Old Mutual Fund Managers)
February 1, 2002... Old Mutual Fund Managers has launched the UK Select Mid-Cap fund. The fund will have a portfolio of approximately 50 companies from the UK mid-cap sector, and will be managed by Ashton Bradbury. Minimum investment: 1,000 [pounds sterling]...

Inora life. (New offers).
February 1, 2002... Inora Life, the Dublin-based subsidiary of SocGen, has launched the Protected Profit Bond, a structure offering 100 per cent capital protection over a five-year term and two bonus payments at maturity. The bond will be available throughout 2002...

Baillie Gifford. (New offers).
February 1, 2002... Baillie Gifford has added two fixed-interest funds to its product range -- the High Yield Bond fund and the Investment Grade Bond fund. The High Yield Bond fund aims to achieve a high income, while seeking to limit capital volatility, by...

Product of the month: New Star Asset Management. (February News).
February 1, 2002... New Star Asset Management has launched the Higher Income fund. In addition to ordinary shares, the fund may also invest in fixed interest securities, preference shares and other equity-linked investments. It aims to achieve increasing...

Leeds & Holbeck Building Society.(Brief Article)
February 1, 2002... * Leeds & Holbeck Building Society has launched two fixed-rate savings bonds. The two-year bond offers 4.15 per cent annual interest on deposits of between 100 [pounds sterling] and 24,999 [pounds sterling], and 4.4 per cent on deposits above...

Chelsea Building Society.(Brief Article)
February 1, 2002... * Chelsea Building Society has launched the Chelsea Guaranteed Bond (third issue). The bond guarantees to offer a gross AER which, whilst being variable, will fall no lower than the Bank of England base rate before 1 July 2003. The minimum...

Britannia Building Society.
February 1, 2002... * Britannia Building Society is launching a one-year variable rate bond to existing members. The bond offers either monthly interest paid directly into an account of the customers' choice, or the interest paid annually into the bloom. Call...

Rathbone Unit Trust Management.(Brief Article)
February 1, 2002... * Rathbone Unit Trust Management is offering a 2 per cent discount off its initial charge for ISA purchases on its range of unit trusts. This offer runs until 5 April 2002. Call 020 7399 0399

Simple Savings.
February 1, 2002... * Bhavesh Amlani is a director at Simple Savings

Kenwood Associates.(Brief Article)
February 1, 2002... * Philip Johnson is director of Kenwood Associates

Chartwell Investment Management.(Brief Article)
February 1, 2002... Patrick Connolly is associate director at Chartwell Investment Management

Bates Investment Services.(Brief Article)
February 1, 2002... James Dalby is a financial adviser at Bates Investment Services

Northern Rock and Legal & General. (New offers).(service introduction data)(Brief Article)
February 1, 2002... Northern Rock and Legal & General have launched Phaser, enabling investors to transfer funds from a fixed-rate bond into a unit trust over a six-month period. Customers who invest in Phaser will first invest in a bond paying 7 per cent gross....

Managers on the move: should you stay or should you go? Keiron Root looks into the reasons behind recent fund manager moves. (Managers On The Move).(investment industry personnel changes)(Brief Article)
February 1, 2002... There was relatively little movement amongst fund managers during December, apart from a couple of retirements (Richard Allison at Jupiter Global Opportunities, to be replaced by John Chatfield-Roberts, and Chris Galley more from Henderson...

Recent moves.(investment company personnel changes)(Brief Article)
February 1, 2002... RECENT MOVES These are the latest fund management moves from December 2001. To keep track of your fund manager and for further comment on manager moves visit the Best Invest website at www.bestinvest.co.uk Date left Fund...

Tough I.T. out: Sally Wright canvasses a selection of investment trust specialists and asks them to recommend their favourite trusts. (Focus: investment trust options).(investment industry management theory)
February 1, 2002... As market weary investors drag themselves battered and bruised into the year 2002, the temptation to remain on the investment touch-line is enormous. Now, therefore, seems like a good moment to mention those sometimes forgotten words --...

Rising stars: in a world where big is considered beautiful, small can also mean perfectly formed. David Burrows profiles some of the rising stars of fund management. (Fund Management).(mutual fund management techniques)
February 1, 2002... Big is not always beautiful. This is certainly true of fund providers where size can be as much a hindrance as an asset. So, it comes as no surprise to find that smaller fund managers, with little public profile, are beginning to steal the...

Losing faith: David Harris asks whether private investors have fallen out of love with equities. (Stock Market Comment).(Statistical Data Included)
February 1, 2002... 2001 was not a happy year for investors into equities. This followed a downward trend in the UK and elsewhere that began around two years ago. The great bull market of the 1990s, where upward movements in equity prices continued, unrelenting,...

The early bird ... Amanda Jarvis explains how to turn early retirement from fantasy into reality. (Planning For Early Retirement).
February 1, 2002... Many of us dream of retiring early and leaving the rat race behind, yet for most people the sums just simply don't add up. Retiring early is a trade-off between having more time in retirement and getting less from your pension. So the...

Place your bets: John Hildebrand explores whether knowledge of gambling can help a fund manager to outperform. (Shares and gambling).
February 1, 2002... Active fund management is arguably more of an art than a science. There is no magical route to beating a market. Those who are able to outperform are likely to need a mixture of skill, luck and knowledge about the other operators in the marker....

International interest: what investment heads offshore to check out the latest savings rates on offer. (Offshore Savings).
February 1, 2002... If you're looking for a handy means of tax deferral, or simply an additional haven for your cash, investing money offshore isn't as mad as it might sound. Look overseas for your savings needs and you may well be able to take advantage of the...

Part four: ethical pensions: what investment reviews the offerings in the ethical pension market. (Ethical Investing).(Brief Article)
February 1, 2002... The chances are that when you or your employer selected a pension scheme, ethical considerations were not a high priority. But with recent changes in pension regulations -- requiring that trustees disclose their stance on ethical issues -- and...

Son of Viagra: with the more potent follow up to Viagra on the way, the biotechs may be about to raise more than the hopes of investors. (Technology).
February 1, 2002... Broadly speaking, biotech companies are those that use biomedical research for the discovery or development of cures for human diseases. While the science behind their work may be difficult for most of us to grasp, the long-term potential is...

United States: a step too far? Each month, what investment speaks to the top-performing fund managers in six global markets, and asks them to reveal the key issues currently driving their stock-selection decisions. (World Markets).(Brief Article)
February 1, 2002... US consumers' appetite for debt has, so far, remained strong but it is likely to weaken in the coming months Although the main US interest rate has already fallen to 1.75 per cent, the US Federal Reserve has indicated that it is prepared to...

United Kingdom: on the bounce. (World Markets).
February 1, 2002... As investors become more attuned to the notion that recovery is on the horizon, markets are expected to bounce strongly Looking back at the recent history of the UK stock market, Edward Bonham Carter, chief investment officer at Jupiter,...

Europe: the brighter side of life. (World Markets).
February 1, 2002... With abundant liquidity in the market and low valuations, investors can expect a sharp rally in European stock markets Investors should expect some consolidation after the strong rally towards the end of last year, says Mark Pignatelli,...

Far East: a positive response. (World Markets).
February 1, 2002... Despite the current focus on a slowing global economy, the growth outlook for the region is improving Japan continues to confuse and concern fund managers in equal measure. Roy Gillson, AXA's chief investment officer, observes: "Japanese...

Market insider: Eastern Europe: continuing our series providing a fundamental analysis of a region from an economic and political perspective. This month, Michael Wilson considers the outlook for Eastern Europe. (World Markets).(Statistical Data Included)
February 1, 2002... It hasn't been a happy time for the world's emerging stock markets recently. First the September atrocities in New York sent the world's investors scurrying back to the dollar, and then the economic meltdown in Argentina rammed home the message...

Market view. (UK Shares Update).
February 1, 2002... So much for the big pre-Christmas surge. After the second successive year of negative returns from UK equities, institutional investors showed no great appetite for a pre-Christmas buying spree. They may have cash but they are still sitting on...

Utilities sector view. (UK Shares Update).(Brief Article)
February 1, 2002... The water sector has been a dull backwater for many years. Consolidation has thinned its ranks down to just six quoted companies of note: AWG (Anglian), Kelda (Yorkshire), Pennon (South West), Severn Trent, South Staffordshire and United...

Utilities share view. (World Markets Update).(United Utilities)(Brief Article)(Statistical Data Included)
February 1, 2002... The largest water company is United Utilities. At 588p it is capitalised at 3.3 billion [pounds sterling] and it is a true multi-utility providing water, electricity and telecom services to the north-west of England. Under the regulatory cosh...

The battle in Britain. (Unit trust monitor).
February 1, 2002... For fund managers in most sectors 2001 was an annus horriblis, but managers in the Smaller Companies unit trust sector have had greater cause than most to lament the last 12 months. After two years of outperforming their bigger brothers,...

Performance table. (Unit Trust/OEICs).(Statistical Data Included)
February 1, 2002... The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 1 January 2002, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare them against...

All abroad. (Investment trust monitor).
February 1, 2002... Recent history suggests that when markets get tough, investors seek refuge in the lumbering giants of the investment trust sector. And who better to turn to than the big Global Growth investment trusts, which have weathered the storms of wars...

Performance tables. (Investment Trusts).(Statistical Data Included)
February 1, 2002... WHAT THE TABLES SHO The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and ten years to 1 January 2002, on a mid-market basis with net income reinvested. Funds are listed by sector so that you...

Money clinic: a panel of independent experts answer readers' financial planning and investment queries. (Money Clinic).
February 1, 2002... Split personality Most of my capital is invested in split capital funds and I am concerned about recent reports I have read. One of these trusts, Aberdeen Preferred Income, has issued a notice to say that they cannot pay the next...

No notice accounts. (Best ways to save).(Brief Article)(Statistical Data Included)
February 1, 2002... NO NOTICE ACCOUNTS Company Account Gross Interest Name Rate Freq. Balance of 500 [pounds sterling] Abbey National ...

Notice accounts. (Best ways to save).(Statistical Data Included)
February 1, 2002... NOTICE ACCOUNTS Company Account Gross Name Rate Balance of 1,000 [pounds sterling] Northern Rock (0845 600 6767) Save Direct...

Top-performing unit-linked pensions. (Reference).(Statistical Data Included)
February 1, 2002... TOP-PERFORMING UNIT-LINKED PENSIONS Five years to 1 January 2001. Results of 100 [pounds sterling] invested on an offer-to-bid basis with gross income reinvested. Source: Standard & Poor's Australasia FP Australian (ex NM) **...