What Investment articles from October 2001

What Investment archives from October 2001

Pensive about pensions?(Brief Article)
October 1, 2001... Believe it or not, one of the biggest financial dangers we are all likely to face in this world is living too long. According to recent surveys, only one in five of us is saving enough for a decent retirement, and more than half of the...

Online offerings.
October 1, 2001... Jarvis Investment Management has launched an internet and telephone share dealing service - Unquoted Trader - allowing investors to trade in OFEX securities in addition to any other UK securities listed on the London Stock Exchange. The site...

Free guide to Europe.
October 1, 2001... Europe is the second-largest economy in the world, yet it is an economy ignored by many UK investors. A new guide sponsored by fund manager SG Asset Management aims to correct this. Areas covered by the guide include: What can Europe offer...

Best of breed.(British mutual funds)(Brief Article)
October 1, 2001... Further to the publication of the `Best of Breed' feature in the September issue of What Investment, the size of the Lloyd George Management funds should have read as follows: LG Eastern Opportunities 27.9 million [pounds sterling], LG SLI...

Top ten funds.(Brief Article)(Illustration)(Statistical Data Included)
October 1, 2001... top ten funds Unit trusts/OEICs One year Performance 1 Govett US Bear 133.89 2 Credit Suisse Income Inst 117.54 3 Henderson Long Corp Bd I Inc ...

Eagle Star.(with-profit bond product)(Brief Article)
October 1, 2001... Eagle Star has launched a with-profits bond that attempts to address many of the criticisms aimed at with-profits bonds in recent years, Including lack of transparency in reporting charges, and poor performance. Three different charging...

Scottish Mutual.(Scottish Mutual Assurance Society's Flexible Trustee Investment Plan)(Brief Article)
October 1, 2001... Scottish Mutual has added a customised pension investment vehicle to its product range. The Flexible Trustee Investment Plan is available in two versions: the Classic Flexible Trustee Investment Plan -- for those who want to invest in the...

Product of the month: Credit Suisse.(investment funds)(Brief Article)
October 1, 2001... Credit Suisse Asset Management has launched a `best ideas' fund of funds, the Credit Suisse Multi Manager Constellation Portfolio. The portfolio is to be a collection of star fund managers selected on a bottom-up basis. Potential candidates...

Chelsea Building Society.(launches fixed rate bonds)(Brief Article)(Product Announcement)
October 1, 2001... * Chelsea Building Society has launched two fixed rate bonds: the one-year Fixed Rate Bond (eighteenth issue) and the two-year Fixed Rate Bond (tenth issue). The one-year bond will pay a fixed rate of 5.3 per cent while the two-year bond will...

Scottish Mutual.(Scottish Mutual Assurance Society's Income Bond)(Brief Article)(Product Announcement)
October 1, 2001... * Scottish Mutual has launched the Income Bond, a product linked to the performance of 30 stocks - 15 from the FTSE 100 and 15 from the S&P 500. Investors can choose between 8.25 per cent annual income, 0.67 per cent monthly income or 26 per...

Cheltenham & Gloucester.(adds Three-Year-Fixed-Rate Bond to product range)(Brief Article)(Product Announcement)
October 1, 2001... Cheltenham & Gloucester has added the Three-Year-Fixed-Rate Bond to its product range. It pays 5.25 per cent per annum on investment over 500 [pounds sterling]. There is an emergency withdrawal facility, subject to a charge equivalent to 120...

GE Life.(GE Life and Annuity Assurance Co.'s GE Life High Income and Growth Plan VI)(Brief Article)(Product Announcement)
October 1, 2001... GE Life has launched the GE Life High Income & Growth Plan VI, a product offering either an annual income of 10.25 per cent or growth of 33 per cent over three years. The return of capital is dependent upon the performance of the Dow Jones...

Beating the Bear.(investing in a bear market)(Statistical Data Included)
October 1, 2001... Keiron Root suggests ways in which investors can cope with falling stock markets The past two years have been a worrying time for investors in the stock market. The chart opposite showing the steady decline of the FTSE 100 index underlines...

Retiring gracefully.(topping up pension plans through investment)(Statistical Data Included)
October 1, 2001... Approaching retirement? Concerned that your pension will fall short of expectations? Don't despair, Harvey Jones shows you how to top up your pension pot Only the seriously wealthy can now anticipate retirement with any measure of...

Spoilt for choice.(choosing an investment trust)
October 1, 2001... David Harris provides a beginner's guide to selecting investment trusts When you first consider buying an vestment trust share from a list nearly 400 you will probably feel, like many before you, that it is a fairly daunting task. ...

Pile `em high, sell `em cheap.(evaluating discount brokers)(Statistical Data Included)
October 1, 2001... Hilary Osborne hunts down the bargains in the discount broker market If someone told you where you could get an Armani suit on the cheap, you'd probably be off there like a shot. And if you heard the garage down the road was offering...

Top stakeholder options.(employer pension schemes)
October 1, 2001... Six months into the lives of stakeholder pensions and financial advisers are, at last, beginning to make recommendations. Hilary Osborne finds out their favourites It may not be Halloween until 31 October, but expect to see a few white...

A thumping good read.
October 1, 2001... Martin Fagan dons his reading glasses and flicks through the pages of some classic financial publications Ever noticed that the subject matter of much popular fiction is money? Crack open any Jeffrey Archer, Barbara Taylor-Bradford,...

BARBARIANS AT THE GATE.(Review)
October 1, 2001... BARBARIANS AT THE GATE Brian Burroughs, John Helyar Arrow 7.99 [pounds sterling]; ISBN: 0099823306. Subtitled The Fall of RJR Nabisco, this is the stuff of 1980's capitalism: take-overs, mergers and leveraged buy-outs. And, because of the...

LIAR'S POKER.(Review)
October 1, 2001... LIAR'S POKER Michael Lewis Coronet 6.99 [pounds sterling]; ISBN: 0340767006 If you watched the movie Wall Street and thought Gordon Gekko a mite over the top, then this book will prove, by comparison, Gekko was a highly respectable and...

APOCALYPSE ROULETTE.(Review)
October 1, 2001... APOCALYPSE ROULETTE Richard Thomson Pan 6.99 [pounds sterling]; ISBN: 0330367595 The word `derivative' is one which is often used in a pejorative sense. Apart, that is, when the word is applied to money, where it's often whispered with...

DEVIL TAKE THE HINDMOST.(Review)
October 1, 2001... DEVIL TAKE THE HINDMOST Edward Chancellor Macmillan 7.99 [pounds sterling]; ISBN: 0330484095 If, between October 1999 and February 2000, you applied to buy technology shares or units in a technology fund, in a perfect world, you should...

THE ESSAYS OF WARREN BUFFETT.(Review)
October 1, 2001... THE ESSAYS OF WARREN BUFFETT Warren Buffett (Ed. by Lawrence Cunningham) John Wiley and Sons 12.95 [pounds sterling]; ISBN: 0471851892 It was Balzac who said that behind every great fortune is a great crime. But Balzac didn't live long...

BUFFETT: THE MAKING OF AN AMERICAN CAPITALIST.(Review)
October 1, 2001... BUFFETT: THE MAKING OF AN AMERICAN CAPITALIST Roger Lowenstein Orion Paperbacks 8.99 [pounds sterling]; ISBN: 0752805991 It was Balzac who said that behind every great fortune is a great crime. But Balzac didn't live long enough to meet...

Net pensions.(online pension information and services)
October 1, 2001... Starting a new pension, transferring an existing one or looking around for an annuity? The internet is a mine of information, as What Investment found out Setting up a pension isn't the easiest thing in the world to do, and it's something...

United States: In bloom.(economic outlook)(Brief Article)
October 1, 2001... Business activity should improve as the Fed's liquidity expansion efforts begin to be felt and margins finally stabilise After a period of concerted economic gloom, prospects in the US are looking distinctly rosier. Brian O'Neill, senior...

United Kingdom: A show of strength.(market outlook)(Brief Article)
October 1, 2001... Whilst sentiment at the top end of the UK stock market has been gloomy, smaller companies are staging a rally "There has been much talk of the volatility of the UK stock market depressing investors," says Adrian Gosden, co-manager of the...

Europe: Hanging on the euro.(market outlook)(Brief Article)
October 1, 2001... Market conditions over the next few months may be difficult, and fund managers believe that the right strategy is to reduce risk Stuart Gilmartin, co-manager of SocGen European Growth, admits: "Europe has been going through one of its worst...

Far East: On a firm footing.
October 1, 2001... The combination of high liquidity and low valuations, plus an improving economic picture presents a good buying opportunity "The original reasons provided for investing in Asia back in the early nineties, such as the superior economic...

Market insider: Germany.
October 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 Germany One of the less glamorous jobs that an investment analyst has to...

Market View.(Statistical Data Included)
October 1, 2001... In August trading volumes are normally pretty thin and that can make for some fairly dramatic share price movements. Last year August saw a bear squeeze. This year August saw a bear feast. The Federal Reserve may have cut base rates yet...

Insurance sector view.(Brief Article)
October 1, 2001... The Insurance and Life Assurance sectors have been fairly resilient over the past few, dreadful, months. Given that this has come against a backdrop of the bankruptcy of Independent Insurance and the Equitable Life debacle and that net asset...

Insurance share view.(Brief Article)
October 1, 2001... As a habitual and unashamed carpetbagger I should declare an interest in Friends Provident -- I picked up my free shares and (like most policy holders) I decided to hang on to them. The Friends business comes in two main parts. It owns 67...

A bit of latin spirit.(strong performance from Latin American funds)
October 1, 2001... It's a funny old world when the sector outperforming over six months and one year is not one focused on the UK, and its not one focused on the US -- it isn't even global growth. The surprise sector in recent months has been Latin America. ...

UNIT TRUSTS/OEICs Performance tables.(Statistical Data Included)
October 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 September 2001, on an offer-to-bid basis with net income reinvested. Funds are...

When two becomes one.(income and growth funds)(related article: Outlook)(includes table: Top Ten Trusts Over Three Years)
October 1, 2001... The investment world is often divided into two halves -- investors and fund managers seeking growth, and those on a quest for income. However, recent years have seen an increase in demand from investors who are seeking a little bit of both, and...

INVESTMENT TRUSTS: Performance tables.(Statistical Data Included)
October 1, 2001... 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 September 2001, on a mid-market basis with net income reinvested. Funds are listed by sector so that you...

Money clinic.(investment advice)(Brief Article)
October 1, 2001... A panel of independent experts answer readers' financial planning and investment queries Bond awareness I have three investment portfolio bonds from Hill Samuel: UK Smaller Companies, European and Security. I have been informed...

Best ways to save.
October 1, 2001... Best ways to save INSTANT ACCESS ACCOUNTS Company Account Gross Interest Name Rate Freq. Balance of 500 [pounds sterling] Halifax...

TOP-PERFORMING UNIT-LINKED PENSIONS.
October 1, 2001... TOP-PERFORMING UNIT-LINKED PENSIONS Five years to 1 September 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...