The yield is not enough

Article Abstract:

Corporate bond funds have been attractive among retail investors, offering modest capital growth and better income prospects than most relatively safe investments. There is concern that there is a greater risk of capital ersoion than was previously believed. Bonds may tend to be less volatile than equities, but the market can be affected by volatility. This affects people investing lump sums, rather than those who invest smaller amounts on a regular basis. Corporate bonds still offer a number of advantages for investors seeking security.

author: Drewett, Michael
Management, Bonds, Bonds (Securities)

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Planning your campaign

Article Abstract:

Most private investment portfolios have evolved and are not always rebalanced on a regular basis. British individual savings accounts (Isas) offer tax advantages both on some income payments and for capital gains. Isas allow investors to use a wide range of assets, with an annual limit of 5,000 pounds sterling, and 7,000 pounds for the initial year, to April 5 2000. They can include cash, stocks, and insurance. Maxi Isas tie investors to one provider, while mini-Isas allow different providers to be used for each type of investment.

author: Drewett, Michael
Personal Tax Planning, Tax planning

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End of the track?

Article Abstract:

Tracker funds have become popular in Britian since the mid-1990s, especially since active funds have often failed to perform better than key indices. Trackers funds offer low charges, but there is concern about spread, since mergers and acquisitions mean that risks can be concentrated in a few major companies. Changes in sentiment affecting the price of stocks in one large company can affect the performance of some tracker funds. Investors can combine tracker funds with active funds, to gain access to growth opportunities and diversify to control volatility.

author: Drewett, Michael
Portfolio Management, Investment Offices, Investment Companies, Open-End Investment Funds, Index funds

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subjects list: Usage, Personal finance, United Kingdom, Portfolio management