What Investment articles from June 2002

What Investment archives from June 2002

Innovative investments. (Comment).(Brief Article)
June 1, 2002... Anyone stepping into the exciting world of investment for the first time is likely to be bewildered by the plethora of investment products available in this country. Direct equities, investment trusts, unit trusts and open-ended investment...

The perk of property. (News Round-Up).(Brief Article)
June 1, 2002... IFA Bestinvest has called on the government to make commercial property funds eligible investments within PEPs and stocks & shares ISAs. The IFA argued that the dramatic 38 per cent slump in net sales of ISAs between the 2000/1 and 2001/2 tax...

Online offer. (News Round-Up).(Brief Article)
June 1, 2002... In a bid to outdo rivals on the net, Hoodless Brennan.com is offering a 7.00 [pounds sterling] flat-rate dealing charge on UK shares for unlimited size trades plus a further saving of no quarterly charges. The company also offers investors...

Top ten funds. (June News).(Brief Article)(Illustration)
June 1, 2002... top ten funds Unit trusts/OEICs One year Performance 1 Merrill Lynch Gold & General 182.15 2 JPMF Korea 162.20 3 Schroder Seoul ...

Old mutual. (New offers).(Brief Article)
June 1, 2002... Old Mutual Fund Managers has launched the UK Select Large-Cap Fund, which will invest in the household names that make up the FTSE 100. The fund will be managed by Richard Moore. Minimum investment: 1,000 [pounds sterling] lump sum; 50 per...

JP Morgan Fleming. (New offers).(Brief Article)(Product Announcement)
June 1, 2002... JP Morgan Fleming has opened its UK Equity Income Fund to retail investors. The fund, which is managed by Gary West and James Inglis-Jones, has been a top quartile performer in its sector over one, three and five years. Minimum investment:...

Scottish Life International. (New offers).(Brief Article)
June 1, 2002... Scottish Life International has launched the Protected Term Deposit--Series One, which provides absolute capital protection plus guaranteed growth of 10.2 per cent. The fund also provides further growth potential of up to 51 per cent dependent...

Product of the month: Catalyst Investment Group. (June News).(Catalyst Investment Group and Analyst Investment Management product introduction)(Brief Article)(Product Announcement)
June 1, 2002... Catalyst Investment Group has launched the Catalyst fund in tandem with Analyst Investment Management. The fund will invest in a balanced portfolio of small to early stage companies prior to their listing on one of London's recognised markets...

Also launching this month ... (June News).(Friends Provident; Stroud and Swindon; Skipton Building Society)(Brief Article)
June 1, 2002... * Friends Provident has launched the Investment Portfolio Bond that will be available until 30 June 2002. The bond offers a choice of 17 investment funds including with-profits, ethical and protected fund options. There is an income withdrawal...

Barclays Global Investors. (New offers).(new funds launched)(Brief Article)
June 1, 2002... Barclays Global Investors has launched an OEIC comprising investments in ten actively managed funds and one passive fund as well as iShares (BGI's range of exchange traded funds). The OEIC is available through IFAs and Fidelity FundsNetwork....

Managers on the move: should you stay or should you go? What Investment looks into the reasons behind recent fund manager moves.(Brief Article)
June 1, 2002... One look at the table below and it's clear to see why we here at What Investment found it difficult to decide where to kick off this month. SocGen's Dino Fuschillo and Jane Simmons, Framlington's Nell Birrell and Deutsche's James Anderson were...

Retirement countdown: Stephanie Spicer provides a beginners' guide to the key stages of retirement planning. (Focus: pension planning)(Cover Story).(Cover Story)
June 1, 2002... If your pension is fully funded to date, you have calculated how much you need to live on when you retire and saved accordingly, skip the next two paragraphs and consider the final stage of your pension planning as your retirement date...

In the fast lane: focus funds--a marketing fad or the fuel injection for a cautious portfolio? What Investment test-drives the Golf GTI of the investment world. (Focus Funds).
June 1, 2002... Step into your local car showroom and you'll have a multitude of choices to make before you can drive off in your perfect automobile. Do you want electric windows, ABS, manual or automatic? Is colour important? Or are you more concerned about...

Second-hand, first rate? Returns on traded endowment policies have fallen, so are they still a safe haven for investors? Nick Sudbury looks at what TEPs have to offer. (Traded Endowment Policies).
June 1, 2002... If you went out mortgage shopping ten years ago, chances are you'd have come home with an endowment-based mortgage. Endowments still play an important role as first-hand investments in the mortgage market, but it's their second-hand role...

In for a penny ... Paul Mumford identifies the characteristics of a good penny stock and highlights a few shares that may be on the up. (Penny Shares).
June 1, 2002... The recent bear market, accompanied by stock market volatility, has sent investors fleeing to defensive stocks. Food retailers and banks have seen the lion's share of the action, leaving tech stocks and other speculative sectors out in the...

Q&A: investing for children. (Investing For Children).
June 1, 2002... They may be the light of your life, but even the most devoted parent would admit that having children is a huge financial burden. Trendy trainers and computer games, not to mention school fees, the first car and university expenses, mean that...

Vintage prospects: Keiron Root uncovers the options for investing in wine online. (Technology).
June 1, 2002... Investing in wine is one of those activities that tends to attract greatest interest when more conventional forms of investment are underperforming, when stock markets are uncertain and interest rates are low. In times such as these, in fact....

United Kingdom: shoots of recovery: reliable survey data on business confidence and actual increases in industrial output indicate that the UK is pulling out of recession. (World Markets).(Brief Article)
June 1, 2002... Despite the continued lacklustre performance of the UK stock market, the underlying economy seems relatively healthy. Richard Urwin, head of strategic research at Gartmore, says: "We believe we are in a fundamentally different cyclical position...

United States: a soggy recovery story: the US stock market continues to be boosted by robust consumer spending and expanding industrial output. (World Markets).(Brief Article)
June 1, 2002... Whilst there are clear signs that the US economy is improving, it is less certain that this will be reflected in improved profit figures for US companies. With the first quarter reporting season now in full swing, John Hatherly, head of global...

Europe: the climb continues: a flow of good news has been tempered slightly by rising bond rates and the prospect of hikes in interest rates. (World Markets).(Brief Article)
June 1, 2002... "Europe has recently exhibited weak economic data, but economic indicators have pointed to a stronger recovery, especially within the export sector," argues Wendy Hay, chief investment officer of Aegon Asset Management. "The inflationary...

Far East: bulls come out to play: the Far East should continue to benefit from economic recovery in the US, with Korea, Singapore and Taiwan having the greatest gearing to that economy. (World Markets).(Brief Article)
June 1, 2002... Fund managers and analysts concentrating on the Far East are starting to get bullish again. "The improving outlook for global economic growth has started to feed through in the form of upgrades to analysts' Asian economic growth estimates,"...

Japan: stock-pickers' heaven: some companies remain largely immune to the current malaise, so opportunities raise their heads. (World Markets).(Brief Article)
June 1, 2002... The Japanese economy remains in recession, according to Ian Mcleish, fund manager of the Scottish Investment Trust. "The government expects zero growth this year, but this appears too optimistic a prediction. "Deflationary pressure is...

Emerging markets: Mexico reigns supreme: one of the best performing markets so far this year, the Mexican Bolsa Index, returned 15 per cent in the first quarter of 2002. (World Markets).(includes multiple articles)(Brief Article)
June 1, 2002... One emerging market to excite investors this month is Mexico, where the local stock market index has been showing strong gains. Given the record of volatility among the Latin American markets, however, investors are wary as to whether this can...

Market insider: France: continuing our series providing a fundamental analysis of a region from an economic and political perspective. This month, Michael Wilson considers the outlook for France. (World Markets).(Brief Article)
June 1, 2002... By the time you read this, France's nightmare should be starting to fade a little. You won't need much reminding that this spring the French people came terrifyingly close to electing a racist and a neo-fascist to their highest executive...

Market view. (UK Shares Update).(Brief Article)
June 1, 2002... New economy bad. Old economy good (but not very good). In a nutshell, that was the story of the UK stock market in April. Telecoms is still one of the big four sectors in the FTSE 100 and Vodafone is still its largest constituent. The collapse...

Airlines sector view. (UK Shares Update).(Brief Article)
June 1, 2002... It seems like only yesterday that in the wake of the atrocities of 11 September the global airline industry was being written off and the transport sector seemed almost without support. Yet in April, transport stocks made significant gains with...

Airlines share view. (UK Shares Update).(Brief Article)
June 1, 2002... easyJet is perhaps the most controversial airline quoted in the UK. It divides opinions sharply. Nine out of 11 analysts that follow the stock rate it as a `buy', but the bear raider Evil Knievil has a massive short position and reckons that...

European sector review: Hilary Cook, director of investment strategy at Barclays Private Clients, examines the prospects for the oil sector. (Stock Market Review).(Brief Article)
June 1, 2002... The oil industry has been the subject of much attention in recent days as economic data and political concerns have generated considerable interest in both the sector's shares and natural resource prices. The large integrated oil companies...

Stock market listings.
June 1, 2002... STOCK MARKET LISTINGS EUROPEAN STOCK PERFORMANCE Rank Company Weight 1 Month Name in Return ...

Questions to ... Anthony Milford: Keiron Root talks to Anthony Milford, fund manager of the Framlington Health fund, to find out why `drugs is good'. (Fund Manager Profile).
June 1, 2002... The Framlington Health Fund passed its 15th anniversary at the end of April, at which point it had risen in value by just under 1,140 per cent since its launch. The fund stands out amongst UK unit trusts for a number of reasons--its strong...

Unit trust best buys. (Unit Trust Monitor).(Brief Article)
June 1, 2002... Following the normal `end of season' rush to take advantage of the 2001 ISA allowance, it was not totally unexpected that sales of unit trust and OEIC ISAs rose to 992 million [pounds sterling] in March. This was up 87 per cent on February (531...

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

Investment trust best buys. (Investment Trust Monitor).(Brief Article)
June 1, 2002... After a record year for investment trust purchases in 2000, it was disappointing but not unexpected to see a decline in investment trust purchases this ISA season. Recently released figures from the Association of Investment Trusts showed a 32...

Performance tables. (Investment Trusts).
June 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 May 2002, on a mid-market basis with net income reinvested. Funds are listed by sector so that you...

Shop til it drops. (Money Clinic).(Brief Article)
June 1, 2002... Many years ago I was made redundant and received a lump sum payment that I almost invested with a seemingly solid retirement firm called Knight Williams who even ran their own unit trusts. Fortunately, I decided not to do so otherwise I could...

On the tracks. (Money Clinic).(Brief Article)
June 1, 2002... When Virgin launched its tracker funds they were, along with all other tracker funds, criticised for being not so great an option when it came to a falling market. The theory pushed by managed funds was that when the market fell, your...

Tales of TESSA. (Money Clinic).(Brief Article)
June 1, 2002... I have a TESSA that will mature in the summer, and I would like to re-invest the money. What are my options? I already have a stocks & shares ISA; can I have a TESSA-only ISA as well? How much can I invest in it and will all the money I get be...

Best ways to save. (Reference).
June 1, 2002... NO-NOTICE ACCOUNTS Company Account Gross Name Rate Balance of 500 [pounds sterling] Egg (www.egg.com) Egg...

Financial Contacts. (Reference).
June 1, 2002... Financial Contacts ISA Directory NAME OF NAME & ADDRESS SCHEME TYPE Abbey National[R] Investments / Stocks & Shares Tel: 0800 30 20 30 ...

Top-performing unit-linked pensions. (Reference).
June 1, 2002... TOP-PERFORMING UNIT-LINKED PENSIONS Five years to 1 May 2002. Results of 100 [pounds sterling] invested on an offer-to-bid basis with gross income reinvested. Australasia FP Australian (ex NM) ** 109.00 1...