What Investment articles from November 2001

What Investment archives from November 2001

United we fall. (Comment).
November 1, 2001... In the tragic aftermath of the terrorist attack on the US and the subsequent air strikes on Afghanistan, any chance that a global recession might have been averted has probably disappeared. US economic growth was at a standstill before these...

Beating the bear. (News Round-Up).(Brief Article)
November 1, 2001... Online stockbroker Charles Schwab Europe has launched an online education course to help investors cope with the current bear market. Entitled `Bear Market Investing', the course comprises analysis of why bear markets happen, market timing,...

Going corporate. (News Round-Up).(Brief Article)
November 1, 2001... Bondscape, a service opening up the UK bond market to small investors via their intermediaries, has been launched. The brainchild of Barclays Capital and Winterflood Securities, Bondscape displays research and analysis and offers real-time...

Witan opportunity. (News Round-Up).
November 1, 2001... For a limited period, Witan is waiving the 1 per cent sharedealing fee on all new lump sum investments into its regular share plan. Established in 1909, Witan invests in around 300 blue-chip stocks across world stock markets and is one of the...

Top ten funds.(Statistical Data Included)
November 1, 2001... top ten funds Unit trusts/OEICs One year Performance 1 Govett US Bear 136.19 2 Merrill Lynch Gold & General 122.24 3 Ruffer Income Inc ...

Baronworth Investment Services. (New Offers).
November 1, 2001... Baronworth Investment Services, in conjunction with Investlife Luxembourg, has launched the Premier Income & Growth Bond. The product has an investment term of five years and pays either annual payments of 10.45 per cent (gross), quarterly...

Friends Ivory & Sime. (New Offers).
November 1, 2001... Friends Ivory & Sime has launched three OEIC funds under its new retail investment brand, ISIS. The three funds are: ISIS UK Dynamic Fund, ISIS AiM Growth Fund and ISIS UK Smaller Markets Fund. All of the funds are available within an ISA...

Chartwell direct. (New Offers).(new bond offering)
November 1, 2001... Chartwell Direct, in conjunction with AIG Life, has launched the High Income Bond. The bond has a five-year life and offers net interest of 7.25 per cent per annum, 0.585 per cent per month or 42 per cent growth. You will receive the full...

Product of the month: Global Asset Management. (New Offers).
November 1, 2001... Global Asset Management (GAM) has launched GAM Star American Focus, a Dublin-domiciled fund to be managed by former Credit Suisse Transatlantic fund manager James Abate. The fund will invest in large and mid-cap US equities and will normally...

Friends Provident has launched the Investment Portfolio Bond.(Brief Article)
November 1, 2001... Friends Provident has launched the Investment Portfolio Bond, a lump sum savings vehicle enabling investors to tailor fund selection to meet their risk profile. There is a choice of 16 funds or the opportunity to select four readymade...

Skipton Building Society is offering a two-year fixed rate bond.(Brief Article)
November 1, 2001... Skipton Building Society is offering a two-Year Fixed Rate Bond paying an interest rate of 5.15 per cent. The minimum investment is 3,000 [pounds sterling]. Call 0800 446 776

Coventry Building Society has launched a fixed-rate bond.(Brief Article)
November 1, 2001... Coventry Building Society has launched a fixed-rate bond offering 5.05 per cent over a two year term. The minimum investment is 1,000 [pounds sterling]. Call 0870 607 7727

And finally, AIG Life has launched the Capital Portfolio Bond, a single premium, unit-linked life assurance bond.(Brief Article)
November 1, 2001... And finally, AIG Life has launched the Capital Portfolio Bond, a single premium, unit-linked life assurance bond. Investment funds within the bond include active access funds, guaranteed funds, tracker funds and cash funds. There are three...

Foreign & Colonial. (New Offers).(Brief Article)
November 1, 2001... Foreign & Colonial has launched the F&C With-Prospects Fund aimed at investors looking for steady growth or tax-free income. This OEIC fund will invest in equities, global bonds, corporate bonds and UK and international deposits. Each year, a...

Chartwell Investment Management.(Brief Article)
November 1, 2001... Patrick Connolly is associate director at Chartwell Investment Management

Kenwood Associates.(Brief Article)
November 1, 2001... Philip Johnson is director of Kenwood Associates

Simple Savings.(Brief Article)
November 1, 2001... Bhavesh Amlani is a director at Simple Savings

Rickman Tooze.(Brief Article)
November 1, 2001... Milena Atanassova is a financial adviser at Rickman Tooze

RJ Boorer & Associates.(Brief Article)
November 1, 2001... Edward Creasey is a financial adviser at RJ Boorer & Associates

Managers on the move: in the first of a new series, What Investment looks at the impact of fund manager movements within the collective investment industry. (Managers on the move).(Brief Article)
November 1, 2001... When a fund manager begins to shine, the tag of `star' is never too far behind them. In the .US, management houses have been trading on the names of top performers for years, but the concept is still relatively new in the UK. And while a...

Recent moves. (Managers on the Move).(Brief Article)
November 1, 2001... RECENT MOVES The table below shows a selection of the most recent moves in the fund management industry. Over the coming months, we will be keeping you up-to-date with other movers and shakers. Date left Fund manager Moved...

Much more inside ...: funds of funds have been around since the early 1980s and are an increasingly popular way of achieving diversification in a portfolio. (Focus funds of funds)(Cover Story).(Statistical Data Included)
November 1, 2001... Funds of funds have been around since the early 1980s and are an increasingly popular way of achieving diversification in a portfolio. Do you want the very best from your investments? Do you want the pick of the very best fund managers in...

Time to float? Keiron Root investigates how private investors can get access to new issues on the stock market. (New Issues)(Cover Story).(Brief Article)
November 1, 2001... Keiron Root investigates how private investors can get access to new issues on the stock market There is little doubt that one of the most powerful attractions of investing in the stock market is the thought that you might be able to buy a...

An interest in interest: with interest rates on the decline, finding a decent savings account is no easy matter. Sally Wright looks at the best interest rates on offer. (Best Savings Products)(Cover Story).(Statistical Data Included)
November 1, 2001... Although the UK is often regarded as a nation of savers and investors, new research suggests many Britons have unsavvy saving habits. While nine out of ten people in the UK do have some of their money in a savings account, 68 per cent have no...

Charge it! David Harris explores the effect of investment fund charges on collective investments. (Investment Fund Charges)(Cover Story).
November 1, 2001... David Harris explores the effect of investment fund charges on collective investments Making a decision on where to invest your money is a difficult exercise. In the UK there is a vast range of collective equity funds to choose from and...

Lost property: Sally Wright explores the options available to investors who've lost track of pensions, dividends and bank accounts. (Dormant Investments)(Cover Story).
November 1, 2001... Sally Wright explores the options available to investors who've lost track of pensions, dividends and bank accounts In the dusty archives of the UK's financial institutions there is approximately 15 billion [pounds sterling] of money...

Part one: It's all about ethics: in the first of a six-part series, What Investment explores the pros and cons of ethical investing. (Ethical Investing).(Brief Article)
November 1, 2001... Over the coming months, What Investment will be providing a guide to ethical investment, looking at products which can be ethically focused, how to find an ethical IFA, ethical fund charges and how performance is affected by ethical screening....

Once bitten twice shy: Amid all the doom and gloom in the markets, Nick Sudbury investigates the likelihood of a recovery in the technology sector. (Technology).(Statistical Data Included)
November 1, 2001... Amid all the doom and gloom in the markets, Nick Sudbury investigates the likelihood of a recovery in the technology sector Rewind to March 2000 to a stock market booming behind a stratospheric surge in technology stocks, everyone wanted a...

United States: Time to reflect: 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)(Statistical Data Included)
November 1, 2001... 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. Now is still a time for considerable caution, but better...

United Kingdom: Momentum moves back in: confidence remains low, but recent falls represent a good buying opportunity for quality stocks at low prices. (World Markets).(Brief Article)(Statistical Data Included)
November 1, 2001... Confidence remains low, but recent falls represent a good buying opportunity for quality stocks at low prices. "Prior to the US terrorist attacks, economic indicators in the UK had begun to point towards a brighter long-term outlook,"...

Europe: Lagging behind: against a backdrop of continued weakness in economic activity, the ECB has further room to cut interest rates. (World Markets).
November 1, 2001... Against a backdrop of continued weakness in economic activity, the ECB has further room to cut interest rates Despite a relatively benign inflation environment, European economies continue to struggle. "Evidence suggests that European...

Far East: Hostage to events: overall, liquidity conditions are favourable but sentiment and profitability are weakening. (World Markets).
November 1, 2001... Overall, liquidity conditions are favourable but sentiment and profitability are weakening The economic situation in Japan continues to deteriorate, with unemployment reaching 5 per cent and industrial production for July falling to 2.8...

Market insider: Russia: continuing our series providing a fundamental analysis of a region from an economic and political perspective. This month, Michael Wilson considers the prospects for Russia. (World Markets).
November 1, 2001... Continuing our series providing a fundamental analysis of a region from an economic and political perspective. This month, Michael Wilson considers the prospects for Russia OK, we'll try and spare you the usual analytical rhetoric about...

Market view: a look at the forces driving the London stock market. (UK Shares Update).
November 1, 2001... It was a month of two halves. In the week up to 11 September stocks fell generally as a steady stream of corporate profits warnings continued unabated) After the day of infamy in America, stocks tumbled rapidly. By 21 September the FTSE 100 had...

FTSE 100 index. (US Shares Update).(Illustration)(Statistical Data Included)
November 1, 2001... FTSE 100 INDEX Stock 1 month Rank 1 Year FTSE 100 * 91.74 77.90 FTSE All Share (xd adj) 90.58 79.25 FTSE SmallCap * 80.35 ...

Food retailers: sector view. (UK Shares Update).
November 1, 2001... Food Retailing is usually viewed as one of the ultimate `safe sectors'. Even in a recession or if Osama bin Laden et al manage to provoke a prolonged global conflict, it is argued that we all have to eat and that this industry is one in which...

Food retailers: share view. (UK Shares Update).(Brief Article)
November 1, 2001... Run by the well-regarded Terry Leahy, Tesco (TSCO) is the market leader in this sector with 639 stores in Great Britain and Northern Ireland and another 182 in Europe -- the company has even managed to make something of a success out of online...

Bricks and mortar. (Unit Trust Monitor).
November 1, 2001... The hunt for diversification is leading many investors out of the stock market. Traditionally in times of economic hardship, it has a low correlation to bonds and shares and property returns move in a different direction to other investment...

Performance tables. (Unit Trusts/OEICs).(Statistical Data Included)
November 1, 2001... Performance tables 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 October 2001, on an offer-to-bid basis with net income reinvested. Funds are...

A worthwhile venture? (Investment Trust Monitor).(Brief Article)(Statistical Data Included)
November 1, 2001... Venture capital trusts (VCTs) might get more column inches in the broadsheets, but canny investors wishing to exploit the potential growth of early-stage companies have known for a while to look beyond the tax breaks offered by VCTs, and access...

Performance tables. (Investment Trusts).(Illustration)(Statistical Data Included)
November 1, 2001... Performance tables 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 October 2001, on a mid-market basis with net income reinvested. Funds are...

Hedge it. (Money Clinic).(investment advice)(Column)(Brief Article)
November 1, 2001... Please can you tell me who offers funds of hedge funds which are available to UK retail investors. BJ Reader Essex Milena Atanassova at Rickman Tooze replies: Investing in one hedge fund is risky -- particularly if you gamble a...

Problems with a PET. (Money Clinic).(Potentially Exempt Transfers)
November 1, 2001... Having been the recipient of a sizeable PET some six and a half years before the recent death of the donor, I later found that the whole of the PET amount had to be included in the valuation of the donor's estate. No IHT was payable on the PET...

Equal Partners. (IFA panel).
November 1, 2001... Kay Lowe is a partner at Equal Partners

The Financial Planning Service. (IFA panel).
November 1, 2001... Julian Crooks is a financial adviser at The Financial Planning Service

Weston Financial Group. (IFA panel).
November 1, 2001... Gary Hexley is a financial adviser at Weston Financial Group

[0] Weston Financial Group. (IFA panel).
November 1, 2001... John Cooper is a financial adviser at Weston Financial Group

Rickman Tooze. (IFA panel).(Brief Article)
November 1, 2001... Milena Atanassova is a financial adviser at RickmanTooze

FSAVC. (Money Clinic).(free standing additional voluntary contributions)(Brief Article)
November 1, 2001... Some years ago my wife, a teacher, took out a free standing additional voluntary contributions (FSAVC) contract with Colonial (Mutual), a product which was endorsed by her union. Believing rather naively that everything would, therefore, be in...

Issue with annuities. (Money Clinic).(Brief Article)
November 1, 2001... My wife and I are well into our seventies and old age is taking its toll on us. I have a personal pension plan worth approximately 50,000 [pounds sterling] and the best annuity I can find is only worth a little over 5,000 [pounds sterling] per...

A fistful of dollars. (Money Clinic).(Brief Article)
November 1, 2001... I hold investments in such funds as Abtrust Fixed Interest, ABN Amro Equity Income, Jupiter Income, -- plus several others, all mainly aimed at income for use now that I have retired. I am fearful that an entry into the euro would have an...

Instant access accounts. (Best ways to save).(Brief Article)(Statistical Data Included)
November 1, 2001... INSTANT ACCESS ACCOUNTS Company Account Name Balance of 500 [pounds sterling] Abbey National (www.abbeynational.co.uk) eSaver ** Northern Rock (0845...

Notice accounts. (Best ways to save).(Brief Article)(Statistical Data Included)
November 1, 2001... NOTICE ACCOUNTS Company Account Name Balance of 1,000 [pounds sterling] Scarborough (0845 458 4458) Bonus Bond Issue 18 * Northern Rock (0845 600...

Top-performing unit-linked pensions. (Reference).(Statistical Data Included)
November 1, 2001... TOP PERFORMING UNIT-LINKED PENSIONS Five years to 1 October 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) **...