Whose line is it anyway?

Article Abstract:

United Kingdom unit trusts are undergoing mergers which are taking a variety of forms including fund range rationalization, and links between management groups. A UK tax change means that fund mergers do not involve stamp duty if they are carried out before Jun 30 1999. The rationalization of the industry is seen as necessary since there are so many funds, with a total of some 1,700, which can be confusing for investors. There are a number of factors that investors should take into account when funds merge, such as their fund managers and investment objectives. Investors would benefit if performance tables showed which funds have been created from mergers.

Analysis, Acquisitions and mergers

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Choosing a Pep

Article Abstract:

UK investors can choose from a wide range of personal equity plans (Peps), and they should assess their needs before making a decision. They should assess risk levels and note that some investments such as those involving smaller companies involve a higher level of risk. They should also ask how long they are prepared to commit funds, and the impact of their tax liability. High tax payers will benefit more from personal equity plans .

Tax planning

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Star performers

Article Abstract:

The best performing British investment and unit trusts are examined in detail.

Achievements and awards

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