Other Investment Trusts

This is a review of Zero Dividend Preference Shares, which can be used to reduce risk in an investment portfolio and capital gains tax planning. I have also published this article on my web-site (www.andrewporterconsulting.co.uk) There is a little known kind of investment called a split-capital investment trust, which has been ignored by most of the financial press for many years, and yet can represent good risk-reducing diversification for a share portfolio or an alternative to cash. Some of the few remaining zero-dividend-preference-shares, a sub-type of split-capital trust, offer a return above that of the best deposit accounts currently available. The new ...  Read the complete review

Close Finsbury Asset Management ( www.finsbury-asset.co.uk ) Telephone 0990 502 017 runs some very successful investment trusts. Finsbury Trust is five star rated by Micropal (www.micropal.com). As at 29 September 2000, Finsbury Trust was up 543% over 10 years, up 196% over 5 years, up 123% over 3 years, and up 94% over 1 year. Its performance was well above average in 1999, 1995, 1993, and 1992. Its worst years were 1990 and 1991. It has a first quartile ranking over 1, 3, and 5 years. Finsbury Trust invests in special situations. It is growth orientated. Two of its holdings are Ramco Energy Plc and Robotic Technology ...  Read the complete review

I took out the Enterprise Trust with Fand C,approximately 2 years ago,and now pay in £35 per month.It has been as high as £50 per month and as low as £25.That is what I like about them,you can vary the amount as your financial circumstances dictate,without any charges.You always have forms to change the direct debit mandate.I believe that the minimum is now £50 p.m.-but not 100% sure. The reason I picked it out was because in the Financial Mail on Sunday,at one point it was leading the Investment Trust tables for five and three years. Since then,it has slipped back a little,but I am still very happy with the performance,and compares well with other ...  Read the complete review

I have recently taken out a bonus cash builder plan with axa sunlife. This is the ideal way to save for something special you may want in fifteen years time. If you start with saving £10 a month, then every year it increses by two punds, until you reach twenty pounds which is pegged at that amount for 10 years. Whilst saving you have a guareented mimium life cover of £2,400 and at least a minimum of £2,200 plus bonus after fifteen years. I choose this plan because it is so affordable so much so my husband and son have taken out plans. ...  Read the complete review

I am 20 years of age now, when I was about 13 my Granddad put a £5000 investment into the company that he at the time worked for called Monsanto. Ok £5000 is quite a lot of Money, but now 7 years later that £5000 is worth £12000, its fantastic, I had forgot all about the investment until I received a letter asking me weather I would like to withdraw my Money now or leave it in there. I will say that if you are thinking of investing your money then seek expert advice because there are some nasty company’s out there and you could lose your money, but on the other hand if you find a good investment then your money is in the best place possible. Good luck ...  Read the complete review