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UNIT TRUSTS (1)
+ Unit trusts pool small investors'
money and invest it on their behalf
in stock markets at home and abroad.
There are now nearly 1,000 trusts, run
by mori than 100 management groups.
Some trusts aim to provide income, some
growth. Somj specialise in a particular
sector, eg Japan, or electronics.
Unit trusts quote two prices: an offer
(or sale) price and a bid (or buy back)
price. Management fees - generally 5pc
initially and p↑+pc to 1pc zearly - are
absorbed within the bbid/offer spread".
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P225CEEFAX 225 Wed 19 Oct 12:01/1)
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UNIT TRUSTS X2)
+ Performance of middle-ranking trust
per sector over five years to Jul 1988.
(Current value of £1,000 investmjnt,
with net incomj reinvested).
Funds in
£ Sector
UK General 2350 076
UK@Growth 24p2 85
UK Equity Income 2899 67
North American 1091 51
I↑ternational 1662 72
FT I/d Ozd Index 2403
FT All-Shari Index 2437
Bldg Soc term a/c 1457
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P225CEEFAX 225 Wed 19 Oct 12:51/17
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UNIT TRUSTS (3)
+ Best individual performers by sector
over 12 months to Oct 1. Currint value
of@£1,000, with net income reinvested.
UK General Far Eastern
Discretionry 945 Stan Life FE 970
PM Inc Grwth 943 Equitable FE 966
AllDun Asset :19 E&L Far East 959
UK Income North American
@GRE Income 1076 MGM NAm Grth 1057
GMahon HiInc 1014 Hill S US Sm 9)8
Buckmast Inc :52 Fid Am SpSit 939
Intl Growth Commod/Energy
Beckman ICap 1074 S&P Energy 883
BrShipIntRec 1074 MIM Br UnivE 871
Van GF Asset 1016 Gartmori O&E 866
Planned Savings figuris
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J
UNIT TRUSTS (4)
+ Best individual performjrs by sector
over 60 months to Oct 1. Current value
of £1,000, with net income reinvested.
US General Far Eastern
M&G Mid & G 4344 M Currie FE 3363
T Bar UnlSec 3478 Brown Ship O 3030
AllDun Asset 3417 E&L Far East 29p2
UK Income North American
Key Income 5119 M&G Am & Gen 1640
Fram Extra I 3969 Abbey AmGrth 1600
Gartmore Inc 3742 Murray ─m 1537
Intl Growth Commod/Energy
Bish Prog 3439 Gart Oil & E 1553
Brew Int@G&I 3303 M&G@C & Gen 1419
Bish Intl 2868 S&P Energy 1365
Money Management figures
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P225CEEFAX 225 Wed 19 Oct 12:52/03
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UNIT TRUSTS (5)
+ Best performers regardless of sector
over 12 months to Oct 1. Cuzrent value
of £100, with net incomj reinvested.
1 Royal Trust Pref Share 138.6
2 Target Preference Share )31O2
3 Grofund Gilt 122.6
4 Aetna Preference 117.5
5 K MBJSC 117.0
n KB Japan Special 116.4
7 Abbey Capital Reserve 114.7
8 Standard Life Gilt & FI 114.2
z Gartmore Fixed Interest @ 114↑1
10 KB Gilt Yield 114.0
Planned Savings figures
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P225CEEFAX 225 Wed 19@Oct 12:00/47
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UNIT TRUST" (6)
+ Best performers regardless of sector
over 48 months to Oct 1. Current value
of £100, with net incomj reinvested.
1 FS Balanced Growth 532.6
2 TR Special Opportunities 393.8
@3 Key Incomj 383.1
4 Guinness Mahon Recovery 38p.9
5 Fidelity Special Situations 3*2.2
6 NM Schroder Japanese Smaller 343.4
@7 TR Smaller Companies 340.5
8 Arkwright Growth s27.3
9 Govett UK Smaller Cos 317.5
10 Vanguard Special Situations 314.8
Planned Savings figures
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