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OEICS

Jupiter tops Alpha Manager provider list

Investment Week | 06 Feb 2012

Jupiter Unit Trust Managers employs the most FE Alpha Managers with 12 on the newly revealed list for 2012.

williams-gervais

IT dividend rule 'could hit shareholders in the pocket'

Fund management groups and analysts have warned new dividend rules for investment trusts could see shareholders lose out as portfolios become less tax efficient.

Investment Week | 06 Feb 2012

katrina-baugh

Why equity income battle will hot up in 2012

The equity income space has always been fiercely competitive but is set to become a key battleground for fund groups in 2012.

Investment Week | 30 Jan 2012

OTHER OEICS ARTICLES

bennett-john-cutout

Bennett: How I revamped Henderson Euro Focus

Henderson’s John Bennett has overhauled the Henderson European Focus trust, introducing more risk into the portfolio through active bets against the benchmark.

Investment Week | 23 Jan 2012

A bottle of champagne being opened

Revealed: The investment trusts set to benefit from RDR

Numis Securities predicts established equity income investment trusts will be the main beneficiaries of RDR when it is implemented next January.

Investment Week | 23 Jan 2012

19c

What can we learn from 19th century investors?

Gervais Williams, managing director at MAM Funds, examines the fund ‘dinosaur’ of investment trusts and the lessons that can still be learned from the past.

Investment Week | 02 Dec 2011

Small- and mid-cap focus sees Japan ITs outperforming OEICs

Japanese investment trusts’ high concentration to small and mid caps has paid off, with the sector outperforming the open-ended space over the past year.

Investment Week | 14 Oct 2011

shadows1

Has the time arrived for investment trusts?

Cherry Reynard outlines the key differences between investment trusts and open-ended funds and asks what is behind the recent resurgence in the sector?

Investment Week | 26 Sep 2011

academic-tags-0411

Funds at a knocked-down price

The battle between investment trusts and OEICs is long standing, but when it comes to cost, one side comes out on top, writes Kyle Caldwell.

Investment Week | 26 Sep 2011

morse-ed-cutout

How to invest in investment trusts

Ed Morse, head of investment trust business development at the F&C Group, provides all the tools you need to invest in these products.

Investment Week | 26 Sep 2011

audit skeptic

Investment trusts 101

Ever wondered how an investment trust discount works? Or what a split cap trust is? Kyle Caldwell runs through a glossary of all the key terms you need to know.

Investment Week | 26 Sep 2011

Walker Crips to convert entire range into OEICs

Walker Crips is seeking regulator and unitholder approval to convert its entire fund range from unit trusts into OEICs.

Investment Week | 12 Sep 2011

mcclure-john-unicorn

Boutique Focus: Unicorn Asset Management

After more than a decade in the fund management industry and some recent stellar performance from its product offering, Unicorn Asset Management remains one of the smaller players in the industry, with a boardroom tussle still fresh in investors’ minds. Emma Dunkley looks at how the business has moved on and how the group intends to increase assets under management.

Investment Week | 23 May 2011

husselbee-john

Husselbee: No value in mainstream trusts

Generalist investment trusts failing to attract investors as macroeconomic headwinds grow.

Investment Week | 09 May 2011

SVG opens pair of funds to retail market

SVG Investment Managers has made its UK Focus and European Focus funds available to UK retail investors for the first time with a move to a FSA regulated format.

Investment Week | 30 Mar 2011

« Previous Next »

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HAVE YOUR SAY

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The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

MONEYHELPLINE.COM: Life As

09 Feb 2012

Basic salary up to £22,000 + £5,000 OTE to reall

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07 Feb 2012

£25k - £30k + Excellent Bonus: Drew Chapman Sea

IPS GROUP: Systems Tester

07 Feb 2012

£18000 - £20000 per annum + pro rata: IPS Group

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EDITOR'S CHOICE

1 2 3 4

hale-clive

View from the Bridge: Investment biker

Being a long time motorbiker, I am very conscious of the ever present threat that comes from being unaware of what is in front of you.

Jupiter tops Alpha Manager provider list

Jupiter Unit Trust Managers employs the most FE Alpha Managers with 12 on the newly revealed list for 2012.

lawrence-gosling

Gosling's Grouse: Baying for blood

When a phlebotomist sticks a needle in a vein you pay attention. He or she has you just where they want you.

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

EVENTS

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Strategic Bond Focus

09 Feb 2012 - 09 Feb 2012

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Professional Adviser Awards 2012

09 Feb 2012 - 09 Feb 2012

London Hilton on Park Lane, 22 Park Lane, London, W1K 1BE

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fund5live

21 Feb 2012 - 29 Feb 2012

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Senate Spring Investment Conference

06 Mar 2012 - 09 Mar 2012

Mount Nelson Hotel

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