The drip-feed factor

Article Abstract:

UK investors can benefit from tax savings if they use personal equity plans (Peps) but these are not suitable for all investors and the benefits of Peps could be reduced by the government. Investment trust savings schemes provide an alternative and many providers have sought to cut costs and ensure that their schemes are easy to use. Lump sum savers account for over half the total invested, while first-time investors may wish to make regular payments. There are more than 200 trusts accessible through savings schemes.

author: Hamilton, Fiona
Personal Financial Mgmt, Analysis

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The investment trust discount dilemma

Article Abstract:

Investment trust discounts have widened to an average of 8% in sep 1996 from 6% in Jan 1996. Discounts narrowed during the ten years to late 1993, and 1995 was also a good year with rises in share prices and net asset values. Some sector such as emerging markets have been worse affected than others in 1996. Investors who follow trends tend to lose money, while investors who successfully take the opposite view can make money, and this involves buying at a time when discounts are wide.

author: Hamilton, Fiona

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Never forget the discount: for most investors discount is a dirty word. But what widens can also narrow and when discounts narrow, performance is enhanced

Article Abstract:

Discounts should be viewed as an important opportunity by investors when purchasing investment trusts. Investment trusts have performed well in recent years when the discount closes, but they can underperform their benchmark when the discount widens. The discount can soften the effects of asset falls, although it can also exaggerate them.

author: Hamilton, Fiona
Purchasing

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subjects list: United Kingdom, Personal finance, Investment companies, Mutual funds
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