P226CEEFAX 226 Wed 19 Oct 12:0%/57
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UNIT TRUST PANEL
The KONEYFILE Unit Ttust Panel has been
recruited from a number of independent
advisory firms in an attempt to offer
a path through the unit trust jungle.
Unit trusts, it must be emphasised, can
fall in value. Neither the panellists
nor the BBC can accept responsibility
for recommendations made.
Selectio.s shown and opinio.s expressed
are those of the persons named and ari
not njcessarily shared by the BBC.
* Investors are recommended always to
seek professional advice before buying.
Mori
IT Tables MoneyFile UT Tables Fun Index
P226CEEFAX 226 Wed 19 Oct 12:02/12
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UNIT TRUST PANEL
* FT BER@selections:
UK USA Japan Gilts Other
Keivan
Borhani S
Robim
Boyle
Peter
Edwards * *
* Selections ari geared for growth on a
12-month view and are consideted worthy
of inclusion in a balanced portfolio. S
indicates a speculative investment.
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P226CEEFAX 226 Wed 19@Oct 12:02/30
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UNIT TRUST PANEL
Keivan Borhani (Murray Noble)
* October commentary:
New Investors: The mar+ets, after the
recent interest rate increases, are
showing signs of fragility. All new
monies are to be kept on short-term
deposit read= to buy in at the ri£ht
timj.
Existing Reorganise the
holdings more towards "Secure Growth/
YSKHN
adviser for the best mix.
Mori
IT Tables MonjyFile UT Tables Fun Index
P226CEEFAX 226 Wed 19 Oct 12:07/01
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JJ
UNIT TRUST PANEL
Keivan Borhani (Murray Noble)
* October commentary (cont):
UK: Weak, waiting for direction from
the USA.@Gilts are still a long-term
"Hold".
USA: Strong currency, market@waiting
for election results. Could turn into
a bBuy".
Pacific Basin: For professionals only.
Can go@either@way!
Eutope: +pecklatime@bBky"-
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P226CEEFAX 226 Wed 19 Oct 12:01/19
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UNIT T"UST PANEL
Robin Boyle (Dunbar Boyle & Kingsley)
* October commentary:
UK: Despite the credit squeeze, stick
with highJquality co.sumer stocSs.
Hold.
USA: Signs of a rising inflation rate
are there for all to see. Avoid.
Japan: Bulls say the index will rise to
30,000. So what? Sell.
Europe: Dull. Might be worth switching
into thj UK.
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P226CEEFAX 226 Wed 19 Oct 12:01/41
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UNIT TRUST PANEL
Robin Boyle (Dunbar Boyle & Kingsley)
* October selections:
UK Convertible Funds:
BG@Convertible & General
Higher RisR:
Laurentian Undervalued Assets Ttust
International Bonds:
Allied Dunbar Asset Value
Fidelity International Bond
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IT Tables MonjyFile +T Tables Fun I↑dex
P226CEEFAX 226 Wed 19@Oct 12:01/12
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UNIT TRUST PANEL
Peter Edwards (Premier UT Brokers)
* October commjntary:
UK: New nast8 interest rates need time
to work. Until then, a thin equity
market remains vulnerable to bad news
and/or currency weakness. Have 65pc of
gross portfolios in funds such as
Stewart Ivory British and M&G@Midland.
Travel hopefully but keep another 20pc
in cash deposits.
Japan: Continued strength demands
respect and justifies 15pc of grous
portfolios. Lower oil prices are a new
positive factor. Tty Schroder To+yo.
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P226CEEFAX 226 Wed 19 Oct 12:01/26
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UNIT TRUST PANEL
Peter@Edwards (Premier +T Bro+ers)
* October commentary (cont
USA: Who will be the njw President and
what are his economic and fiscal
policies? Guessing isn't good jnough.
Leave US funds until you know.
Europe: For thj samj reason, keep away
from these funds too. They will move
eve→tually@o↑ tPe back@of A←erica but
not significantly before. GT Germany
should be high on zour shoppinF list.
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