What Investment articles from January 2002

What Investment archives from January 2002

A taxing business? (Comment).(pre-budget announcement reveals plans for sharedealing taxes)(Brief Article)(Statistical Data Included)
January 1, 2002... Every year, investors wait with baited breath for the UK's esteemed Chancellor of the Exchequer to announce his pre-Budget goodies. Will the ISA investment limit be reduced, maintained or even increased? Will we finally wave bye-bye to stamp...

Got a complaint. (News Round-Up).(Financial Ombudsman Service)(Brief Article)
January 1, 2002... The Financial has officially become the single ombudsman for consumer complaints about financial products and services - taking over from the Banking and Building Societies Ombudsmen, the Insurance and Investment Ombudsmen, the PIA Ombudsman...

A wealth of ideas. (News Round-Up).(SG Hambros launches Internet banking and information service)(Brief Article)
January 1, 2002... SG Hambros, the wealth management, has launched Private e-Banking, a new internet banking facility designed to complement its personal wealth management service. Investors can now access their portfolios, Reuters market news, equity and bond...

Reader offer. (News Round-Up).(magazine offers free access to Web site service)(Brief Article)
January 1, 2002... What Investment has negotiated a unique offer for our readers - two months free access to the investment website t1ps.com. Established by TV tipster Tom Winnifrith, t1ps provides not only Tom's share tips and weekly market view but also a daily...

Top ten funds. (January News).(Brief Article)(Illustration)(Statistical Data Included)
January 1, 2002... Unit trusts/OEICs One year Performance 1 JPMF Korea 140.57 2 Merrill Lynch Gold & General 129.46 3 Baring Korea Trust 129.08 4 Schroder...

Friends Provident. (New offers).(launches new fund)(Brief Article)(Statistical Data Included)
January 1, 2002... Friends Provident has launched a unitised with-profits fund, available through its Investment Portfolio Bond. Investments in the fund will be spread across a range of assets to provide a balance between fixed interest, deposit-based investments...

Framlington. (New offers).(Farmlington Group offers biotech fund)(Brief Article)(Statistical Data Included)
January 1, 2002... Framlington has added the Framlington Biotech fund to its range of specialist funds. The fund will be managed by Antony Milford, fund manager of the Framlington Health fund. The portfolio is expected to include around 70 global stocks, with...

Royal London. (New offers).(launches bond)(Brief Article)(Statistical Data Included)
January 1, 2002... Royal London has launched a With-Profits Bond aimed at the direct investment market. The product structure has been simplified to appeal to this market and it will be available through the company's website at www.royal-london.co.uk or at the...

Product of the month: Aberdeen UT Managers. (New offers).(Aberdeen Unit Trust Managers launch fund for designed for saving for children's future)(Brief Article)(Statistical Data Included)
January 1, 2002... Aberdeen UT Managers has launched the Thomas the Tank Engine Children's Investment Plan. The plan is specifically designed for parents, grandparents, family and friends who want to make a financial gift to a child. There is a choice of three...

Chase de Vere, David Aaron Partnership and Credit Suisse First Boston have joined forces to launch the Global Titans Income or Protected Growth plan.(Brief Article)(Statistical Data Included)
January 1, 2002... Chase de Vere, David Aaron Partnership and Credit Suisse First Boston have joined forces to launch the Global Titans Income or Protected Growth plan. The return on the plan is linked to the Dow Jones Global Titans Index. Both the income (10 per...

Coventry Building Society.(Brief Article)
January 1, 2002... Coventry Building Society has launched a Two-Year Fixed Rate Bond, paying an interest rate of 4.25 per cent per annum. There is a minimum investment of 1,000 [pounds sterling] and interest can be paid annually or monthly. Call 0870 607 7727

Chelsea Building Society.(Brief Article)
January 1, 2002... Chelsea Building Society has added the Chelsea Portfolio Extra Fixed Rate Bond 4th and 5th Issues to its range of products. The 4th Issue bond invests up to 30 per cent in the Chelsea Fixed Rate Account with the rest invested in Norwich Union's...

Friends Ivory & Sime. (New offers).(Brief Article)
January 1, 2002... Friends Ivory & Sime has launched the fourth new fund under its retail brand, ISIS, the ISIS Progressive Growth fund. The fund will aim to achieve long-term capital growth from a portfolio, largely investing in zero dividend preference shares....

Managers on the move: should you stay or should you go? What Investment looks into the reasons behind recent fund manager moves. (Managers On The Move).(Brief Article)
January 1, 2002... In these times of unusual market volatility it has been noted that fund manager movements have been equally volatile. Since our feature last month, no less than nine fund managers have announced their intentions to pack their bags and move on....

Degrees of wealth: what is wealth management? Harvey Jones examines the new wave of services on offer to the UK's "mass affluent". (Focus: Wealth Management).
January 1, 2002... Wealth management has traditionally been seen as the preserve of blue bloods and the seriously rich, but the sector has recently enjoyed an injection of democracy. A host of new wealth management services hit the market in recent months,...

Best of the blue chips 2002: as the blue chips of the 20th century fall by the wayside, Sally Wright asks the professionals to pick the blue chips of the future. (Blue Chips).(Industry Overview)(Statistical Data Included)
January 1, 2002... Some of the UK's most revered corporate giants came unstuck in dramatic style over the course of 2000 and 2001. The likes of British Telecom, British Airways and Marks & Spencer spent years, if not decades, monopolising their respective...

Heroes worth zeros? David Harris takes a look at some of the issues raging in the split capital investment trust market. (The Zero Debate).
January 1, 2002... SPlit capital investment trusts were first seen by private investors in the mid 1960s. They were initially introduced as the investment trust sectors' response to the then penal rate of personal income tax that saw a top rate of 83 per cent,...

Lets make money: Bricks and mortar in hand, Ian Wylie builds an interest in property investment. (Buy-To-Let).
January 1, 2002... Against a backdrop of shaky stock markets and fears of recession, good old-fashioned assets such as land and property are taking centre stage again. Financing your old age by buying an extra property, which you can let out while still working,...

ISAs to watch: as we approach the third ISA season, Sally Wright asks three IFAs to provide recommendations for ISA investments. (Make An ISA Investment).
January 1, 2002... Even with so much financial advice and information available at your fingertips, making the right ISA investment every year isn't easy. As the April deadline looms, the pressure's on to make a worthwhile investment choice, risking as much as...

Flexible pension options: Keiron Root examines an increasingly popular alternative to annuities for providing retirement income. (Income Drawdown).
January 1, 2002... It has long been a source of irritation -- not to say resentment -- to many retired people that they are forced to use the majority of their pension fund to buy an annuity. Under current pension rules, anyone with a personal pension scheme has...

Part three: ethical banking: what investment reviews the expanding world of ethical savings. (Ethical Investing).(Brief Article)
January 1, 2002... Choosing where to place your everyday money is usually the first step when you come to arrange or rearrange your finances. And if you follow an ethical policy for your investments, why not follow an ethical policy for your banking arrangements....

Time to shop: with market uncertainty still rife, fund supermarkets offer a one-stop shop to a diversified portfolio. (Technology).
January 1, 2002... Consumer choice is no bad thing, but with over 150 investment management companies offering nearly 2,000 funds, it can make for a difficult decision. What's more, the choice is a critical one. While diversification across different managers and...

United States: ready, steady ... large amounts of money are now being fed into the economy through tax cuts, government spending programmes and interest rate cuts; housing and car sales have held up well. (World Markets).(Brief Article)(Statistical Data Included)
January 1, 2002... "The first thing to remember is that, as with any equity portfolio or market, time is your friend," Seth Reicher, manager of the Dresdner RCM North America fund, points out. "Successful economies grow over time; companies increase earnings over...

United Kingdom: bears go into hibernation: unemployment will rise and consumer confidence will be fragile, but renewed profit growth is on the horizon. (World Markets).(AXA Investment Managers)(Brief Article)
January 1, 2002... "It feels as if we have moved through a turning point, leaving the bear market of the last two years behind us," comments Stuart Fowler, head of UK equities at AXA Investment Managers. "The speed and persistency of the recovery post- 11...

Europe: cheap and reasonably cheerful: the longer term outlook for Europe is strong and there are many positive developments afoot. (World Markets).(Dino Fuschillo of the SocGen European Growth fund)(Brief Article)(Statistical Data Included)
January 1, 2002... Dino Fuschillo, joint manager of the SocGen European Growth fund, feels that two key themes for European investors have been overlooked in the run-up to the launch of euro hard currency. He says: "Two established themes are coming to the fore...

Far East: rollercoaster ride: markets are still cheap by historical standards although managers are looking for signs that global economic indicators are bottoming out. (World Markets).(the Japanese economy)(Brief Article)(Statistical Data Included)
January 1, 2002... Just when it seemed to be turning the corner, events of recent weeks seem to have plunged the Japanese economy back into the mire once more. Negative indicators abound, with the economy continuing to deteriorate, profits falling and the new...

Market insider: China: continuing our series providing a fundamental analysis of a region from an economic and political perspective. This month, Michael Wilson considers the outlook for China. (World Market).(Brief Article)
January 1, 2002... It looks as though another bulwark of the old socialist world order has gone forever. The People's Republic of China (yes, it still calls itself by that name) has finally been accepted as a full member of the World Trade Organisation, after...

Market view. (UK Shares Update).(Brief Article)
January 1, 2002... November was once again a tale of two markets. This time it was the FTSE 100 that went nowhere, while the small and mid-caps enjoyed their moment in the spotlight. The FTSE 100 traded in a range of 5,000 to 5,300 but ended on 3 December...

FTSE 100 Index. (UK Shares Update).(Financial Times Stock Exchange)(Illustration)(Statistical Data Included)
January 1, 2002... FTSE 100 INDEX 1 Stock month Rank 1 year Rank Yield FTSE 100 * 103.25 84.72 N/A FTSE All Share (xd adj) 104.36 ...

Tobacco sector view. (UK Shares Update).(Brief Article)
January 1, 2002... Tobacco had a relatively poor month in November. The three-member sector slipped by 1.1 per cent as investors switched out of defensives into cyclical recovery plays. The bull case for tobacco is simple. Cigarette and cigar production is a...

Tobacco share view. (UK Shares Update).(Brief Article)(Statistical Data Included)
January 1, 2002... At 564p, BAT is capitalised at just 12.3 billion [pounds sterling]. It trades on an historic yield of 5.1 per cent, but is perfectly capable of growing its earnings per share by almost 10 per cent per annum on a sustainable basis. According to...

Home or away? (Unit trust monitor).
January 1, 2002... Chancellor Gordon Brown was upbeat about the prospects for the UK economy in his pre-Budget report in November, highlighting strong growth compared with the other G7 industrial nations and better employment levels than the US and Japan. Looking...

Performance tables. (Unit Trusts/OEICs).(Statistical Data Included)
January 1, 2002... WHAT THE TABLE SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 1 December 2001, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that...

Turning Japanese. (Investment trust monitor).
January 1, 2002... Things don't look great in Japan. Admittedly, investment markets don't look great anywhere in the world, but Japan remains something of a punt even for the more adventurous investor. Hopes were raised last year when Japan elected a new...

Performance tables. (Investment Trusts).(Statistical Data Included)
January 1, 2002... WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and ten years to 1 December 2001, 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.
January 1, 2002... TEPs I recently invested in a traded endowment policy through what is, I understand, a leading market maker. I have been very disappointed with the returns which I feel have been very different to those stated at the time of my purchase. I...

Best ways to save. (Reference).(Brief Article)
January 1, 2002... NO NOTICE ACCOUNTS Company Account Gross Interest Name Rate Freq. Balance of 500 [pounds sterling] Abbey National ...

Top-performing unit-linked pensions. (Reference).(Industry Overview)(Statistical Data Included)
January 1, 2002... Five years to 1 December 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) ** 118.98 1 Sector...