Emerging markets

Article Abstract:

Some UK investment trusts can give access to emerging markets and there are some 12 emerging market funds with a global focus in addition to specialist funds. Performance can vary and it is not always easy to find comparable data. Efficient settlement and ensuring title to securities is good are two challenges for trust managers involved in emerging markets. Russia presents problems of poor settlement though there has been an improvement in this area elsewhere in eastern Europe.

author: Temple, Peter
Foreign investments

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Making sense of performance tables

Article Abstract:

Investment trusts offer investors a chance to spread risks and they can use performance tables to assess which of the many trusts to select. Trusts tend to perform well if they have done so in the past, though there is no certainty that this will occur. Tables include data on net asset value, share prices and gearing. Total returns can be calculated in terms of net asset value and the price of the investment trust's shares. Share price performance is a more important factor.

author: Temple, Peter
Personal finance

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Dabble in options...at a distance

Article Abstract:

UK investors may seek exposure to options without investing directly, and can use managed funds for this purpose. Options are sometimes perceived as speculative investments, involving risk, but they are also a way to control risk and unit trust products use options to offset drops in share prices. Fund managers may also invest some 95% of assets in vehicles that bear interest with the remainder invested in call options to benefit from increases in share prices.

author: Temple, Peter
Derivatives (Financial instruments)

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subjects list: United Kingdom, Analysis, Investment companies, Mutual funds
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