Is your portfolio in the right team?

Article Abstract:

It has been common for investors to move Personal Equity Plans (PEPs) from one manager to another, and transfer activity could become even more extensive now that it is not possible to add to PEP funds. There are a considerable number of reasons why a PEP holder may choose to transfer to another provider. In some cases, the holder may wish to spread risk, while in other cases it may be thought advisable to consolidate PEP holdings. However, it is important to be aware that transferring can be very expensive.

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Loadsamoney (maybe)

Article Abstract:

Split capital investment trusts offer a range of types of share, rather than issuing ordinary shares which pay a dividend and alter in value according to the trust's performance. This form of investment is suitable for people who are willing to accept a high level of risk. Capital shares are risky because, when the investment trust is wound up, capital shares have the last claim on funds for a payout. This means that investors could receive less than their original capital back.

Open-End Investment Funds, Investment Funds & Trusts, Investment companies

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It pays not to lose track

Article Abstract:

Index-tracking unit trusts and open-ended investment companies have become extremely popular among UK investors. Latest developments in this sector include exchange-traded funds, which are less expensive than trackers but fulfill the same purpose.

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