Topic filter : Unit Trust

Most trending topics in Business & Finance ( last 24 hours ):
Transport For London Insurance Call Centre Inheritance Inheritance Tax Tax Cut Congress Deutsche Bank Brexit Cyber Crime TalkTalk Euro Dispute Home Buyer Fraud Investigation Fraud Investigation Airbus Just Eat Sponsorship Sponsor Manufacturing Profit Fashion Retail Retailer Airline Flight Passenger Banking Lloyds Bank Silicon Valley Apple Uber Service Provider Economic Recovery European Central Bank Eurozone Military Amazon Robotics Annual Profit

Latest Finance News related to Unit Trust

Avoid sky-high costs and charges to get the most out of your investments image
Source : Daily Express [Read Article] Wednesday 22nd of February 2017 12:01:00 AM
. If you are not careful, fund managers can make more money from your pensions, unit trusts and equity Isas than you ever do. ...
Five minute guide to tracing your lost financial assets image
Source : Daily Express [Read Article] Sunday 5th of February 2017 01:57:00 PM
Billionaire Brexit supporter says UK should emulate Singapore image
Source : Guardian [Read Article] Thursday 12th of May 2016 02:23:13 PM
.... The EU is a free trade area for wine and cheese from France or cars from Germany, but it’s not a free trade area for British financial services. Every time we wanted to contact a client on say, a unit trust, we had to send out enormous amounts of documentation, because of EU regulations. ...
Savers left baffled by interest allowance image
Source : Daily Express [Read Article] Sunday 17th of April 2016 02:16:00 PM
.... This includes popular high-interest current accounts such as Santander 123, which pays three per cent a year on balances between £3,000 and £20,000. It is not restricted to cash, as it also covers credit union accounts, government and corporate bonds, investment funds such as unit trusts, life annuity payments and some life insurance contracts. ...
George Osborne under pressure to reveal if he has used tax havens image
Source : Guardian [Read Article] Sunday 10th of April 2016 02:49:48 PM
....John Mann referred Cameron to the commissioner, Kathryn Hudson, saying that his failure to declare £30,000 made from the sale of shares in the trust may have broken the ethos of the rules. Downing Street has pointed out that the money Cameron invested was well below the threshold that requires a submission, and said its rules suggested unit trusts were not normally listed. ...
Labour: PM losing trust over shares row image
Source : BBC [Read Article] Friday 8th of April 2016 04:33:43 AM
...."It wasn't. It was set up after exchange controls went, so that people who wanted to invest in dollar denominated shares and companies could do so, and there are many other, thousands of other unit trusts set up in this way," he said. ...
David Cameron admits he profited from father's Panama offshore trust image
Source : Guardian [Read Article] Thursday 7th of April 2016 07:07:28 PM
....The Labour MP John Mann, a member of the Treasury select committee, said the prime minister should resign, claiming that Cameron had “covered up and misled”. Cameron also admitted he did not know whether the £300,000 he inherited from his father had benefited from tax haven status due to part of his estate being based in a unit trust in Jersey. ...
Cameron had stake in father's trust image
Source : BBC [Read Article] Thursday 7th of April 2016 06:39:39 PM
...."It wasn't. It was set up after exchange controls went, so that people who wanted to invest in dollar denominated shares and companies could do so, and there are many other, thousands of other unit trusts set up in this way," he said. ...
Personal savings allowance changes: should I still get a cash Isa? image
Source : Guardian [Read Article] Saturday 12th of March 2016 07:01:10 AM
.... What happens? The interest earned will be split equally between the account holders and will count towards their own allowances. What sort of accounts will come under the allowance? Bank and building society accounts; accounts with providers like credit unions or National Savings and Investments; interest distributions (but not dividend distributions) from authorised unit trusts, open-ended investment companies and investment trusts; income from government or company bonds; interest on peer-to-peer accounts; and most types of purchased life annuity payments. ...
Savers get boost from April tax changes image
Source : BBC [Read Article] Friday 11th of March 2016 09:05:04 PM
....Investors who rely on income from share dividends also face a new tax regime; some will gain, while others will lose heftily. All bank and building society accounts; unit trusts; open ended investment companies; investment trusts; credit unions; government and corporate bonds; peer-to-peer lending. ...
My five investment resolutions for 2016 image
Source : Telegraph [Read Article] Tuesday 12th of January 2016 10:08:48 AM
.... • Newsletter: Get a weekly round-up of investment ideas . The next step is to review the quality of existing investments, whether they are unit trusts, investment trusts, shares or index-tracking investments such as exchange-traded funds (ETFs). ...
Debt-free dividend shares – and those under threat  image
Source : Telegraph [Read Article] Friday 18th of December 2015 04:31:49 PM
.... Investment trusts are arguably a better income bet. These funds, which are listed on the London Stock Exchange, have better records of increasing payments each year than unit trusts because they can hold some of their income in reserve. ...
Commercial property market showing signs of overheating, warns Mark Carney image
Source : Telegraph [Read Article] Monday 7th of December 2015 07:30:25 PM
.... . Mr Carney pinpointed risks linked to publicly-traded funds such as unit trusts, which club together investors' cash to buy office blocks and other commercial ventures. ...
Six ways to diagnose a dud Isa fund  image
Source : Telegraph [Read Article] Sunday 29th of November 2015 08:00:36 AM
....” . For fans of unit trusts or Oeics this is a harder one to diagnose because fund managers are not obliged to reveal whether they have any of their own personal wealth invested in the fund. ...
Could pension fund management be the next big mis-selling scandal? image
Source : Telegraph [Read Article] Friday 20th of November 2015 04:52:08 PM
. In finance, when discussing what is called “asset management” (think of things like pension funds and unit trusts), it is normal to distinguish between two main ways these assets are managed. ...
Old Mutual sees 'challenging' emerging markets but savings increase image
Source : Telegraph [Read Article] Wednesday 4th of November 2015 09:54:09 AM
.... Gross sales rose 31pc to £8. 1bn in the three months to the end of September, including a 28pc rise in South Africa, benefiting from the growing popularity of tax-free savings accounts and unit trusts in the country. ...
This Asian trust is rated a buy - and available at a 10pc discount image
Source : Telegraph [Read Article] Friday 30th of October 2015 08:17:57 AM
....” . Following the change in management, Asian Total Return has been run as a mirror of a unit trust run by the same team, Schroders Total Return. ...
How can we choose funds when the managers won't tell us what's in them? image
Source : Telegraph [Read Article] Monday 12th of October 2015 08:51:33 AM
. When I began investing in unit trusts almost 20 years ago, retail investors knew their place. ...
The investment 'pairing' trick to get more for your money when markets fall image
.... . They swapped their holding in a unit trust, Baillie Gifford Global Discovery, for the equivalent investment trust, Edinburgh Worldwide. ...
'Where is my £4,500 investment from 1987?'  image
Source : Telegraph [Read Article] Saturday 3rd of October 2015 11:21:38 AM
.... A few months ago I received a certificate, held since 1987 by a bank I once used, against a loan I had taken out with it. I had forgotten about it but my inquiries discovered that the unit trust is under different management which, on checking its records, cannot locate any holdings in my name. ...
'Can I reclaim inheritance tax on my father's shares now that the value has fallen?' image
.... . "If you, as executor, sell any ‘qualifying investments’ including listed shares, unit trusts or open-ended investment companies within 12 months of your father’s death and the value has fallen, it is possible to substitute the sale price for the value at the date death, and reclaim the excess IHT paid on the higher value," he said. ...
How to 'invest against the grain' with investment trusts image
Source : Telegraph [Read Article] Friday 18th of September 2015 03:59:17 PM
.... Other managers took equivalent action. James Spence, who oversees Cerno Select, a £45m multi-asset portfolio, used the turmoil of that week to swap holdings in a unit trust – Baillie Gifford Global Discovery – for holdings in an investment trust of almost identical make-up, Edinburgh Worldwide. ...
Time to rebuild a share-holding democracy and spike the Left’s guns image
Source : Telegraph [Read Article] Monday 7th of September 2015 05:08:07 PM
.... Go back to the Sixties, and more than half the shares quoted on the stock market were owned by ordinary investors – the high point was 1963, when it reached 53pc. With the rise of unit trusts, and pension schemes, and with equity ownership becoming more globalised, that went into steady decline. ...
Has this fund behemoth grown too big? image
Source : Telegraph [Read Article] Monday 7th of September 2015 09:53:43 AM
.... . The Standard Life Investments Global Absolute Return Strategies fund – known as “Gars” – controls £44bn, £26bn of which is in a UK unit trust version. ...
SIPPs - the pros and cons image
Source : Independent [Read Article] Friday 4th of September 2015 10:02:05 AM
....There are a number of ‘pros’ with investing in a SIPP. For example,  investors can choose what shares, funds (OEICs and unit trusts), government bonds, corporate bonds, exchange traded funds (ETFs), exchange traded commodities (ETCs) to invest in. ...
Investors piled into shares – just before stock markets tumble  image
Source : Telegraph [Read Article] Thursday 3rd of September 2015 02:07:50 PM
.... . Total sales of unit trusts and Oeics stood at £3bn, the highest since April 2014, with Target Absolute Return and Property funds also proving popular, according to the industry figures from the Investment Association. ...
The beauty of investing in funds image
Source : Independent [Read Article] Thursday 27th of August 2015 01:55:41 PM
.... Open-ended funds have no maturity date and can grow larger or smaller, depending on the number of investors wishing to buy or sell their shares or units (which can rise and fall in number). With unit trusts, a fund manager invests in assets on behalf of the fund. ...
I'm from Cheshire but want to live in China – will £86,000 salary fund a family gap year? image
.... Glynn and Molly at home in Cheshire: they will have an extra £600 spare to save once Molly is old enough to go to school. To save enough in 20 years’ time, I would recommend investing in a range of funds such as investment trusts or unit trusts, to suit your attitude to risk, which you say is moderate. ...
How can I maximise IHT breaks to invest for my granddaughter? image
Source : Telegraph [Read Article] Monday 17th of August 2015 07:18:52 AM
. I want to start a monthly savings plan in a unit trust, £300 per month, on behalf of my granddaughter who is three months old. ...
A 3pc fall in Neil Woodford's new fund? Why novice investors shouldn't worry  image
.... . If you have money in a unit trust that invests in mainstream British shares, such a fall would come only if the market as a whole fell to that extent – an event that would make front-page news. ...
'I have £250,000 invested – should I sell it all?' image
Source : Telegraph [Read Article] Wednesday 15th of July 2015 09:39:41 AM
.... . This played out in February when sales of unit trusts and Oeics slumped to a two-year low in the same week the FTSE 100 broke its 1999 record and the 7,000 barrier. ...
Source : Independent [Read Article] Friday 26th of June 2015 09:30:00 PM
.... In addition, as there are fewer investors in these companies, large purchases can often drive up the share price, making future purchases more expensive. I have repeatedly said I believe there is far too much "momentum investing" going on with unit trusts and this highlights why. ...
How to invest in gold  image
Source : Telegraph [Read Article] Friday 19th of June 2015 03:21:02 PM
.... Reader service: £10 flat fee share dealing on Telegraph Investor . Alternatively investors can buy a unit trust run by a fund manager, who invests in both bullion and gold mining companies. ...
A trick to supercharging returns from the best fund managers  image
Source : Telegraph [Read Article] Sunday 14th of June 2015 07:26:10 AM
. Portfolios structured as investment trusts deliver consistently higher returns than the same portfolios structured as unit trusts or “Oeics”, Telegraph Money research can reveal. ...
The revolution that could transform the way you invest - and what you buy image
.... . Nor does it even allow investing in unit trusts or other “open-ended” funds. ...
Cheapest-ever broker lets you trade shares for less than £2 image
Source : Telegraph [Read Article] Thursday 11th of June 2015 08:06:31 AM
.... - Get a round-up of our best investment ideas, sent once a week . 1) So far you can't hold unit trusts or open-ended funds (Oeics). ...
The quoted company is at risk of becoming an endangered species image
Source : Telegraph [Read Article] Monday 1st of June 2015 02:46:08 PM
.... In reality, a healthy stock-market, and one that includes the most dynamic new companies coming up, is a vital part of a healthy free market economy. Why? Because it is through pension funds and ISAs and unit trusts investing in those companies that ordinary people get to share in the wealth that a free market creates. ...
How to invest in commercial property via your pension image
Source : Telegraph [Read Article] Friday 15th of May 2015 07:06:43 AM
.... “With this in mind, I would recommend an ‘open-ended fund’ such as Henderson UK Property,” Mr Hollands says. Open-ended funds, such as unit trusts and the similar open-ended investment companies or Oeics, cannot trade at a premium. ...
Hargreaves Lansdown founder: 'There are far too many useless fund managers' image
.... Mr Hargreaves was clarifying comments, made to FT adviser magazine and reported here, in which he described some fund managers as "morons". He told Telegraph Money that these remarks applied to certain funds run by life insurance companies 34 years ago, not to unit trusts on the market now. ...
Can I afford a £25,000-a-year pension and still leave my son an inheritance? image
.... This gives these funds far greater control over how they distribute the income received - potentially giving them a distinct advantage. Telegraph Money research has found that some investment trusts have increased their dividend yields consistently over 40 years - an achievement no unit trust has managed. ...
How to give yourself the problem of a £1m pension image
Source : Telegraph [Read Article] Tuesday 14th of April 2015 10:58:21 AM
...." . She recommends using a platform that offers unit trusts, investment trusts and tracker funds – so you have a good choice of low-cost options. ...
Will these funds improve after sacking their managers?  image
Source : Telegraph [Read Article] Monday 13th of April 2015 02:25:35 PM
.... . Mr Plowden manages a unit trust in the same fashion, called Baillie Gifford Global Alpha Growth, which since launch in April 2012 has returned 60pc, ahead of the average global fund return of 20pc. ...
Income portfolio: 11 shares that can afford the dividends they pay image
Source : Telegraph [Read Article] Saturday 11th of April 2015 09:04:18 AM
Andrew Morton: 'I made £1m from Diana's story, initially' image
Source : Telegraph [Read Article] Saturday 11th of April 2015 06:08:00 AM
.... Do you invest in stocks and shares? . Yes, I have a broker who handles it and it’s all in a unit trust. ...
Use your pension to cut your inheritance tax bill to zero image
Source : Telegraph [Read Article] Sunday 5th of April 2015 06:37:18 AM
.... You could even consider pushing Isa savings into a pension. David Smith, certified financial planner at Tilney Bestinvest, said: “Given the potential for 20pc or 40pc tax relief to be received on pension contributions, making payments by selling Isas, unit trusts and other savings is destined to become more popular. ...
Stocks and shares could now be a good deal for your Isa image
Source : Guardian [Read Article] Sunday 5th of April 2015 06:01:07 AM
....”. You can hold collective funds, such as unit trusts and open-ended investment companies (OEICs), as well as investment trusts, gilts and exchange-traded funds (ETFs), individual shares and corporate bonds in a stocks and shares Isa. ...
Isa money surges into 'smart trackers' – is that so clever? image
Source : Telegraph [Read Article] Friday 3rd of April 2015 10:00:13 AM
.... . Most smart trackers are structured as “exchange-traded funds” or ETFs, which are something of a cross between an investment trust and a unit trust. ...
We answer the five most asked questions about Sipps image
Source : Telegraph [Read Article] Thursday 2nd of April 2015 08:00:28 AM
.... It all depends on factors such as your age, any other provision you have made for retirement and your appetite for risk. Younger savers should probably have the bulk of their pension money in the stock market, probably via funds such as unit trusts. ...
I need to locate an old unit trust but don’t know where to start image
Source : Guardian [Read Article] Thursday 2nd of April 2015 06:00:10 AM
. About 30 years ago I took out a unit trust policy. ...
Stocks and shares Isa: Are you ready to invest in something different?  image
Source : Daily Express [Read Article] Wednesday 1st of April 2015 09:59:00 AM
....Previously known as investment trusts, these are the unsung heroes of the collective investment world. They have been overshadowed by their more popular rivals unit trusts, which form the majority of stocks and shares Isa funds. ...
Expat rates: why an 18-month deal could be an attractive option image
Source : Telegraph [Read Article] Tuesday 31st of March 2015 09:26:16 AM
.... Expats are moving their money into investments rather than savings. Figures from the Investment Association, which collects sales figures on unit trusts, open-ended investment companies (Oeics) and offshore domiciled funds, show that in February total net sales of offshore domiciled funds were £428m, up from £330m in the previous month. ...
Five of the best low cost Isa funds image
Source : Telegraph [Read Article] Wednesday 25th of March 2015 11:12:51 AM
.... . Investment trusts, the longer established cousins of unit trusts, have independent boards. ...
Watchdog launches review into real cost of Isa funds image
Source : Telegraph [Read Article] Tuesday 24th of March 2015 12:05:51 PM
.... . The chart below shows the charges investor with a £15,000 investment pot would typically pay £252 a year for a unit trust. ...
How to make the most of Isas: You can save more money now, the returns are tax-free and the rules are flexible image
.... With cash Isas – by which we primarily mean bank and building society accounts – you don't pay tax on any interest received. Stocks and shares Isas, meanwhile, can invest in assets such as companies, unit trusts and corporate bonds, and no tax will be due on income or capital gains enjoyed. ...
Investment trust pros and cons and six of the best to buy today image
Source : Telegraph [Read Article] Tuesday 17th of March 2015 11:53:08 AM
.... Investment trusts have always been popular among a minority of savers. But they were overshadowed for a long time by higher-profile unit trusts and open-ended investment companies (Oeics). ...
Should I invest in Woodford Patient Capital - and should I invest now? image
Source : Telegraph [Read Article] Thursday 12th of March 2015 07:59:26 AM
.... When Neil Woodford last launched a fund, the Woodford Equity Income Fund, just over a year ago, he attracted billions of pounds within a few months. Because that fund was a unit trust - into which investors can buy or sell at will, whenever they wish - there was no need for such a frenzy, as Telegraph Money pointed out at the time. ...
Tracker firm cuts cost of investing in FTSE 100 by 80pc image
Source : Telegraph [Read Article] Tuesday 10th of March 2015 02:14:24 PM
.... . This will put the cost of the fund on a par with the cheapest unit trust trackers – Fidelity, for example, charges 0. ...
Carl Stick: 'I am buying miners and only own one bank' image
Source : Telegraph [Read Article] Wednesday 4th of March 2015 09:45:26 AM
....co. uk said Rathbone Income was one of just four unit trusts to have increased their dividend payment in nine of the past 10 years, falling foul only in 2009 during the financial crisis. ...
Turn £2,000 into £500,000: the pros and cons of starting a Sipp for your child image
.... Here you can expect managers to own global, blue-chip shares with low turnover of holdings. Funds liked by Telegraph Money ticking these boxes include the unit trust Fundsmith, for instance, or Lindsell Train Global Equity. ...
Live the high life! Plan ahead to cut your tax bill in retirement image
Source : Daily Express [Read Article] Sunday 1st of March 2015 11:52:00 AM
....Taxpayers are expected to squander £158 million this year by failing to make use of their capital gains tax (CGT) allowance. This lets you take capital gains from stocks and shares, investment funds such as unit trusts, and property. ...
Investors dump Isa funds - just as stock markets surge image
Source : Telegraph [Read Article] Thursday 26th of February 2015 01:05:03 PM
. Small investors are deserting Isa funds with sales of unit trusts and Oeics slumping to a two year low, industry figures show. ...
'Buy India and avoid China': Hugh Young gives his top tips to play Asia  image
Source : Telegraph [Read Article] Tuesday 24th of February 2015 08:15:55 AM
.... Mr Young’s knack of consistently beating the wider market did not go unnoticed. Both private investors and financial advisers have over the years regarded him as their number one choice and as a result many of the unit trusts that he runs are now effectively closed to new money. ...
Investment gurus going cheap: top trusts trading at discounts  image
Source : Telegraph [Read Article] Tuesday 24th of February 2015 08:12:18 AM
How I cut my Hargreaves Lansdown charges from £700 to £45 a year image
Source : Telegraph [Read Article] Sunday 22nd of February 2015 08:30:31 AM
.... . And he discovered that if you ditch popular unit trusts and instead hold investment trusts – which are funds structured as companies – you pay a flat £45 fee to Hargreaves per year, plus the trading costs which are the same as dealing in any share. ...
Hedge funds hit back after Miliband's claim about tax image
Source : Telegraph [Read Article] Wednesday 11th of February 2015 06:58:23 PM
.... Aima said that hedge funds had not benefited from the repeal last year of part of the Finance Act 1999, as Mr Miliband claimed. The change meant UK-based unit trusts and open ended investment companies were no longer liable to pay 0. ...
Fund tips: The top funds for regular income payments  image
Source : Telegraph [Read Article] Wednesday 4th of February 2015 11:47:30 AM
.... Pick of the investment trusts . For investment trusts, which unlike unit trusts are listed on the stock exchange and are companies in their own right, there is less choice available. ...
Money roundup video: Energy bill rip-off and cut-priced insurance image
Source : Independent [Read Article] Tuesday 3rd of February 2015 04:03:39 PM
....Fund broker TD Direct Investing has today weighed into the investment exit fee debate by scrapping the charge on its online platform. Since investment firms were forced to make charges more clear by the City regulator in 2013, a few have scrapped unfair exit fees, which often hit investors by surprise when they switch Isas or unit trusts to different online platforms. ...
The search for income: go global or stay in the UK? image
Source : Telegraph [Read Article] Sunday 25th of January 2015 08:46:20 AM
.... The best payer is the Murray International investment trust. Because it is a company (unlike a unit trust or “open-ended fund”) it can build reserves from which to pay dividends. ...
How much money managers put into their own funds image
Source : Telegraph [Read Article] Saturday 3rd of January 2015 08:09:04 AM
.... . Unfortunately, it’s not easy to get across-the-board information about which unit trust managers invest significant sums in their own funds. ...
Top Isa funds and investment trusts since 2000  image
Source : Telegraph [Read Article] Wednesday 31st of December 2014 08:27:23 AM
.... The best investment trusts . For investments trusts, which unlike their unit trust cousins are listed on the London Stock Exchange and are companies in their own right, the same two fund types have excelled over others: those that buy small British businesses and those that buy shares in emerging market economies. ...
The 10 most popular Isa funds in 2014 (and the best ones investors missed)  image
Source : Telegraph [Read Article] Tuesday 30th of December 2014 08:46:55 AM
.... . Investors should also not overlook investment trusts, which over the long term tend to produce better performance than their more famous unit trust rivals. ...
On track of Lloyds unit trusts from 1967 image
Source : Guardian [Read Article] Friday 26th of December 2014 07:00:10 AM
...
Related to :
Mark Dampier: A hot investment story is taking shape as India lets the light in image
....I would suggest long-term investors should consider a small exposure to India as part of their portfolio. As an alternative to a unit trust, JP Morgan runs an Indian investment trust  that is currently trading at a 10 per cent discount (although this investment has a higher exposure to large Indian companies). ...
Japanese market swings have made Polar bearish image
Source : Telegraph [Read Article] Thursday 11th of December 2014 01:08:46 PM
.... . The firm, which focuses on unit trusts, said assets under management (AUM) have risen almost 18pc over the past year to reach $13. ...

Page rendered in 1.8278 seconds.