Putting their money where their mouth is

Article Abstract:

Investment trusts can be affected by management changes though there should be some continuity from the board which gives more stability than unit trusts enjoy. The departure of a popular manager may affect the share price of an investment trust. Ivory and Sime's John Dodds left with his team to set up their own business in Christmas 1996 and this illustrates the way that trusts can be affected. Investors should assess whether managers are likely to leave. Some houses tend to have more management stability than average, such as Henderson Investors.

author: Hamilton, Fiona
Commercial Banks, Investment Banking and Securities Dealing, Portfolio & Funds Management, Analysis, Portfolio management

User Contributions:

Comment about this article or add new information about this topic:

CAPTCHA

The trick of tracking

Article Abstract:

United Kingdom index trackers have become increasingly popular, and the same is true in the US due to disillusionment with active management. Most trackers are unit trusts in the United Kingdom, though there are also five investment trusts providing tracking. Investment trust trackers may be cheaper to run than unit trust trackers. Fees are important in this market. There are new possibilities which have yet to be explored such as split capital indexed trusts and geared indexed trusts.

author: Hamilton, Fiona
Index funds

User Contributions:

Comment about this article or add new information about this topic:

CAPTCHA

A marriage made in Edinburgh

Article Abstract:

Edinburgh Fund Managers is acquiring Dunedin, and the new group will have over 8 billion pounds sterling under management which will give it a ranking of second among Scottish independent fund managers. Investment trusts account for some half the total funds managed. Dunedin had lost fund managers which left it vulnerable, while Edinburgh was affected by the break-up of British Coal which has changed the way miners' pension assets are administered.

author: Hamilton, Fiona
Mergers, acquisitions and divestments, Mutual funds, Edinburgh Fund Managers PLC, Dunedin Fund Managers Ltd.

User Contributions:

Comment about this article or add new information about this topic:

CAPTCHA


subjects list: United Kingdom, Investment companies
This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible.