For your final PEP choice...
Article Abstract:
The personal equity plans (PEPs) run by Gartmore, Fidelity, Scottish Widows, Invesco, Jupiter and Newton are all very highly regarded by the UK's leading independent financial advisers. Graham Bates of Bates Investment Services highlights the Fidelity fund, as it invests in top blue chip European companies, and also recommends Save & Prosper Premier Equity Growth and Fidelity UK Growth. Those investing in a PEP for the first time, or who seek a low-risk UK investment, may wish to consider a tracker fund. Paul Penny of Financial Discounts Direct favours the Legal & General and the Scottish Widows fund.
Publication Name: The Independent
Subject: Retail industry
ISSN: 0951-9467
Year: 1999
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Blowing 'its' own trumpet
Article Abstract:
The UK Association of Investment Trust Companies has launched a 17 million pounds sterling marketing campaign. It is possible to purchase investment trusts for an individual savings account, as with unit trusts and most other equities, but it is important to be aware of possible charges. Investment trusts usually have substantially lower charges than unit trusts and no initial charges, but putting them in an individual savings account wrapper will prove quite costly. Higher rate taxpayers with a large amount of available capital may wish to consider venture capital trusts.
Publication Name: The Independent
Subject: Retail industry
ISSN: 0951-9467
Year: 1999
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The big question
Article Abstract:
Corporate bond funds have become increasingly popular among investors in the UK as interest rates have declined. Traditional corporate bond funds, which invest in the loan stock issued by blue chip firms, now offer a yield of around 6%, while up to 8% can be obtained from funds investing in lower-rated companies. However, it is unlikely that these investments will match the growth from ordinary shares in the long term. Those seeking a mixture of rising income and capital growth may wish to consider buying income funds that invest in a range of high quality equities.
Publication Name: The Independent
Subject: Retail industry
ISSN: 0951-9467
Year: 1999
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