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| | aitc.co.uk - What are investment trusts? |
 | | Investment trusts are companies that invest in the shares of other companies. | | | There are over 300 investment trusts responsible for the management of billions of pounds' worth of assets on behalf of investors. | | | They pool investors' money and employ a professional fund manager to invest in the shares of a wider range of companies than most people could practically invest in themselves. |
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http://www.aitc.co.uk/guide/what_are/nutshell.asp
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| | Discounting in investment trusts |
| | Most investment trusts stand at a discount, so when you invest you are effectively buying assets cheaply. | | | But it is very clear with investment trusts, as it is simply a matter of comparing the value that the share price puts on the trust with the value of the investments the trust actually holds. | | | When the NAV is higher than the share price, the investment trust is said to be at a discount. |
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http://www.tiscali.co.uk/money/features/investmenttrusts.html
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| | Investment Trusts |
| | Investors buying shares in an investment trust will buy at a discount or a premium to net asset value and the price paid will be a reflection of the supply and demand for such shares. | | | The first investment trust was established in 1868 to allow individual investors to pool together their savings to diversify their investments. | | | Like many forms of collective investment schemes, investment trusts pool together investors money to purchase equities, fixed interest securities, gilts, property, etc. They are also permitted to invest in unquoted companies, e.g. |
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http://www.fhmanning.co.uk/investmenttrusts.htm?source=www.decimalpoint.co.uk
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| | Investment trusts |
| | Investment trusts could be attractive to the more sophisticated investor while unit trusts are a less complex investment for anyone new to equity based investment. | | | It is also possible for an investment trust to borrow money to buy shares, (which a unit trust cannot) and this may give it an advantage over the unit trust when interest rates are low and the markets are rising. | | | The total value of units issued by a unit trust equals the value of the underlying investments. |
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http://www.the-retirement-site.co.uk/info/fin/fpsitrst.html
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| | Investment trusts |
| | The management of an investment trust may be employees of the trust (in which case it is called a self-managed trust) or, more commonly, be an external fund management company. | | | Unlike OEICs investment trusts are closed ended so the amount of money in the fund does not change - investors can not withdraw money from an investment trust or add to the money in the trust (short of a new offering of shares), they buy or sell shares in the fund. | | | An investment trust is a company whose sole business is to manage the investments it owns. |
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http://moneyterms.co.uk/investment-trusts
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| | Investment Trusts |
| | The investment trust managers are not therefore forced to dispose of stocks when prices are low and are more able to pursue their long-term investment objectives uninterrupted. | | | An Investment Trust is therefore a collective investment scheme by which the smaller investor can benefit from the economies of scale, and access the fund management expertise of the larger institutional investors. | | | these withdrawals unit trust managers may have to sell the underlying assets of the fund at what may be an inappropriate time from an investment perspective. |
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http://www.susanfleck.co.uk/individual/savings/trust.htm
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| | Guardian Unlimited Money Special_reports Split capital investment trusts |
| | Investment firms are poised to be hit with a large bill for compensating victims of the split capital investment trusts scandal. | | | The companies involved in the split capital trust scandal have issued a set of demands to the FSA to be met before they will negotiate on compensation for investors who lost money. | | | Fund managers are attempting to shore up the crisis-hit split capital investment trust market by agreeing to waive fees in a move condemned as putting an Elastoplast on a major wound. |
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http://money.guardian.co.uk/splitcapitalinvestmenttrusts/0,12051,719579,00.html
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| | Investment Trusts |
| | Investment Trusts are tax efficient as they do not pay tax on capital gains realised from selling investments within the portfolio. | | | For switches between the Merrill Lynch investment trusts, the transaction charge is levied on both the sale and the purchase subject to a maximum fee of £50 per transaction. | | | Once you have decided which trust(s) you would like to invest in you can find out How to Invest. |
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http://www.stakeholder.mam.com/uksite/individual-investors/product-centre/dinv-trusts.htm
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| | Unit Investment Trusts - Biggest investment resource on the Internet |
| | Unit Investment Trusts are established by investment companies for the purpose of selling shares of a fixed portfolio of municipal securities to the general public. | | | Unit Investment Trusts (UIT) are organized under a trust indenture and purchase a fixed portfolio of certain types of securities such as municipal bonds. | | | A Unit Investment Trust (UIT) is a registered trust which invests in equity or fixed, income... |
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http://investment.catcrawler.info/index.php?k=unit-investment-trusts
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| | Investment Trusts |
| | The minimum initial lump sum investment, as well as the minimum investment amount in individual Trusts, is £1,000. | | | Merrill Lynch Investment Trusts Savings Plan - The minimum initial investment is £1,000 as a lump sum, which you can add to at any time with additional payments of at least £1,000. | | | You can invest in Investment Trusts in two ways - as a Savings Plan or as an ISA. |
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http://www.stakeholder.mam.com/uksite/intermediaries/how-to-invest/binvestment-trusts.htm
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| | Investment Trusts |
| | The price of investment trust shares will be governed by what investors are willing to pay for them. | | | Most conventional investment trusts will pay a dividend, but there are certain classes of investment trust which you should consider if you are seeking income. | | | An investment trust is a closed-end fund: once its shares have been issued, that's it. |
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http://www.adviceonline.co.uk/topicalcontent/investment_trusts
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| | Investment Trust Newsletter |
| | As with other investments, transactions in warrants, shares, and investment trusts may also have tax consequences and on these you should consult your tax adviser. | | | Investment Trust Newsletter covers the wide range of investment trust securities, and recommends those suiting particular needs, such as saving for school fees or making tax free capital gains. | | | This means that a small movement in the price of the underlying asset may have a disproportionately dramatic effect on your investment. |
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http://www.tipsheets.co.uk/investmenttrusts.html
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| | Investment Trusts |
| | From a tax perspective, investing in investment trusts is treated the same as investing in shares. | | | An investment trust is simply a company that has been set up to invest in shares of other companies. | | | By buying shares in an investment company, the investor is in effect spreading the risk that would normally by associated with a single share investment because the value of the Investment Company's shares are directly related to the spread of investments it is making. |
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http://www.prism.advisernet.co.uk/moneyfacts.investmenttrusts.html
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| | UNIT INVESTMENT TRUSTS |
| | Unit Investment Trusts are established by investment companies for the purpose of selling shares of a fixed portfolio of municipal securities to the general public. | | | Investing in a Unit Investment Trust provides you with all the advantages of investing in the underlying securities (municipals) with the additional advantages of diversification and liquidity. | | | Note: Some bonds may be classified as non-essential, which causes the interest income to be a tax preference item for calculating the alternative minimum tax. |
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http://www.financialdiscovery.net/Articles/unit_investment_trusts.htm
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| | Real Estate Investment Trusts (REITs) Information at Business.com |
| | Property investment accounted for 100% of 2002 revenues and... | | | The Group's principal activities are property investment, investment holding and the provision consultancy services as well as the corporate headquarters which gives direction and provision of management support services. | | | Trading accounted for 97% of 2002 revenues and investment, 3%. |
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http://www.business.com/directory/real_estate_and_construction/finance_and_investments/real_estate_investment_trusts_reits
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| | Unit Investment Trusts (UITs) Facts and Information |
| | Because the investment portfolio of a UIT generally is fixed, investors know more or less what they are investing in for the duration of their investment. | | | A"unit investment trust," commonly referred to as a "UIT," is one of three basic types of investment company. | | | In the case of a UIT investing in bonds, for example, the termination date may be determined by the maturity date of the bond investments. |
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http://www.thefinancialreference.com/sec/uit.htm
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| | Investment trusts |
| | Just as with other fund types, investment trusts are gouped in sectors reflecting the market or markets invested in. | | | But the lowest dealing costs in investment trusts are available from the investment trust management groups themselves. | | | And don't forget that because investment trusts are shares traded on the UK market, you have to pay 0.5% stamp duty on purchases. |
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http://mportal.tiscali.co.uk/money/savings/inv_trusts.html
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| | F&C » Trust Range |
| | Growth and Income - investment trusts in this category are looking for a balance between long-term capital growth and income through payment of dividends. | | | Income - investment trusts in this category are aiming primarily to provide an income to shareholders through dividend payments. | | | Growth - investment trusts in this category are aiming for long-term capital growth. |
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http://www.isisam.com/FinancialAdvisers_text.asp?pageId=2.3.2
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| | Investment Trusts |
| | Investment Trusts are themselves companies, which invest into the shares of other companies. | | | Investment Trusts can provide new firms or firms that want to expand with venture capital and can invest in any country in the world. | | | In relation to tax, dividends are paid to investors with 10% tax deducted at source and basic rate taxpayers have no futher tax to pay. |
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http://www.laithwaiteifa.co.uk/products/itrusts.htm
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| | Investment Trusts |
| | Investment Trusts are higher risk investments than Unit Trusts, but with potentially higher rewards, it all depends on the state of the market and the nature of the underlying assets. | | | An Investment Trust is a company and you are buying shares in that company which, in turn, invests in the shares of other companies. | | | You should remember that the share price of Investment Trusts might be influenced by the demand for those shares as well as by the performance of the underlying investments. |
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http://www.rouseifa.co.uk/invit.htm
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| | Unit Investment Trusts |
| | A unit investment trust is regulated by the Securities and Exchange Commission (SEC) under the provisions of the Investment Company Act of 1940... | | | ...the performance of investment funds, such as unit and investment trusts, before choosing an Isa would have had to scour investment magazines... | | | ...permits certain registered unit investment trusts to acquire shares of registered management investment companies and unit investment trusts... |
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http://www.placedirectory.com/investment/unit-investment-trusts.html
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| | Help / Investment Trusts |
| | This is calculated by dividing the annual net dividend income per share received from a trust by its current share price. | | | The trust's NAV performance over the given time period, using fully diluted NAV figures (where applicable) and with gross income (dividends) reinvested. | | | The performance of the trust's share price over the given time period, using closing mid prices and with net income (dividends) reinvested. |
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http://www.trustnet.ltd.uk/help?it
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| | Investment Trusts Info |
| | An investment trust is probably the safest way to invest your money, second only to a savings account as regards risk. | | | In our next links, you will be able to search for trusts by investment sector. | | | Our list includes most companies that manage investment trusts. |
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http://www.isas-unit-trusts.co.uk/investment-trusts-info.html
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| | Unit Investment Trusts |
| | Unit investment trusts offer carefully selected equity and fixed-income securities that are not actively managed. | | | Smith Barney offers a broad range of unit investment trusts that are designed to meet the investing needs of the "buy and hold" investor. | | | Smith Barney also offers a wide variety of unit investment trusts that hold corporate or municipal bonds, which can provide a cost-effective way to own a professionally selected and diversified portfolio of quality issues. |
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http://www.smithbarney.com/products_services/other_investments/unit_investment_trusts
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| | Individual Investors - Unit Investment Trusts |
| | This includes the possibility that the financial condition of the issuers of equity or bond securities in a portfolio, or the condition of the stock market in general, may worsen and the value of the securities (and, therefore, the value of the trust's units) may be less than what you paid for them. | | | The basis for stock selection in an equity UIT is a specified investment objective such as the potential for capital appreciation, income, or both. | | | Even though Unit Investment Trusts (UITs) have been around for a long time many people are still unfamiliar with this investment product, which can be an attractive alternative to funds and/or individual securities and complement your overall portfolio. |
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http://www.morganstanleyindividual.com/investmentproducts/unittrusts
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| | Unit Investment Trusts |
| | For trusts with deferred sales charges, investors may be responsible for payment of the remaining deferred sales charges if they choose to sell their holdings prior to the trust’s maturity. | | | Even in the absence of a secondary market, trusts are required by law to buy back outstanding units at their net asset value (NAV), which is based on the current market value of the underlying securities. | | | Each trust is designed to meet a stated investment goal, such as growth or income. |
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http://financialservicesinc.ubs.com/Home/PWSmain/0,1093,SE80-L1858-EN858,00.html
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| | Investment Trusts UK |
| | The Group was established in 1969 and today manages investments valued at over £2.5 billion for pension funds, charities, investment trusts, institutions, unit trust and PEP investors. | | | Their main lines of business are pension funds and institutional clients, investment trusts and retail financial products. | | | A major force in global investment management with $275 billion in assets managed on behalf of clients from over 100 countries. |
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http://www.decimalpoint.co.uk/investment-trusts/investment-trusts-2.html
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| | UK Investment Trusts Directory - Trust Investments Companies |
| | They explain the different types of investment trusts available on the market and will educate as to their benefits and their risks. | | | Each and every fund is a collective investment product, which pools the money received from a number of investors to invest in a variety of companies. | | | One of the UK's leading investment managers, and currently manages over £25 billion on behalf of over 140,000 individual and institutional investors based in the UK and overseas. |
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http://www.investmenttrustslink.co.uk
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| | Real Estate Investment Trusts |
| | REITs are a form of closed-end investment company and are required to distribute at least 90 percent of their income as cash dividends. | | | The income is derived from the rents and interest payments generated on the investments made by the trust. | | | As with any investment, there are risks you need to be familiar with before making a purchase. |
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http://www.eastbayri.com/story/290765935955946.php
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| | Investment Trusts |
| | Jupiter offers a selection of investment trust products, which are ISAable, allowing you to invest tax efficiently. | | | The centre helps you understand the benefits, the risks and the different types of investment trusts available. | | | Cityjobs is one of the UK's leading job boards for banking and finance professionals. |
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http://www.shopguide.co.uk/Investment-Trusts
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| | Investment Management Association |
| | The IMA is the trade body for the UK’s £2000 billion asset management industry. | | | The money our members manage is in a wide variety of investment vehicles including authorised investment funds, pension funds and stocks and shares ISAs. |
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http://www.investmentfunds.org.uk
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| | Cobeconet.com - The Investment FAQ - Real Estate - Investment Trusts (REITs) |
| | A Real Estate Investment Trust (REIT) is a company that invests its assets in real estate holdings. | | | However, they are a rather conservative investment, with long-term returns lower than common stocks of other industries. | | | This is because rental revenues do net usually vary as much as revenues at a mfg or service firm. |
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http://www.invest-faq.com/cbc/real-es-reit.html
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| | Real Estate Investment Trusts |
| | As their names imply, mortgage trusts invest in real estate mortgages and have as their primary objective current income, while equity trusts own their properties outright and seek to participate in any appreciation in their value, as well as their current income. | | | Real estate investment trusts are of either one or a combination of two types — mortgage trusts or equity trusts. | | | In particular, REITs, which tend to be smaller (and riskier) than the companies that comprise the Standard and Poor's 500 have been more volatile and have delivered a lower return than the stocks in that index. |
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http://www.dows.com/Publications/reits.htm
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| | Australian Ethical Investment - Home |
| | Australian Ethical Investment was established in 1986 for the purpose of environmental and socially responsible investment. | | | Interests in the Australian Ethical Retail Superannuation Fund are offered by Australian Ethical Investment Ltd by arrangement with its subsidiary and Trustee of the Fund, Australian Ethical Superannuation Pty Ltd (ABN 43 079 259 733). | | | Units in the Trusts are issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, Australian Financial Services Licence No. 229949). |
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http://www.austethical.com.au
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| | Natural Resource Investment Trusts - [Professional Referrals] |
| | As a result, subsequent gains on the sale of the trust may be taxed as capital gains, which enjoy a more favourable tax rate than ordinary income. | | | Natural resource investment trusts are similar to real estate investment trusts in their structure. | | | Natural resource investment trusts have gained widespread popularity of late, with the number of issues available on Canadian exchanges having proliferated in recent years. |
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http://www.professionalreferrals.ca/imprimearticle.php3?id_article=426&nom_site=Professional
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| | Arizona Investment Trusts |
| | of investment products-mutual funds, unit investment trusts, individual equity issues, bonds... | | | 3 billion has flowed into real estate investment trusts, or REITs, which are companies that... | | | States or of any State." I.R.C. § 857 provides for the tax treatment of Real Estate Investment Trusts. |
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http://www.arizonaweb.biz/cgi-bin/search.cgi?keywords=Arizona+Investment+Trusts
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| | Real Estate Investment Trusts |
| | But now with Real Estate Investment Trusts that has all changed.They have a great online service that is there to help you with Estate. | | | Now all i have to do is come up with a wish list of what i'm looking for in the investment market in real estate. | | | Most of us have day jobs and it is extremely difficult to try and buy or sell a property without a real estate agent. |
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http://www.laughlindesigns.com/real_estate_investment_trusts.htm
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| | TrustNet / Investment Trusts |
| | The Investment Trust section provides you with essential data on the closed-ended investment funds industry, whether you are already an investor or looking to invest. | | | Keep yourself informed of the most recent issues in the investment funds industry and of changes to individual funds from the catalogue of articles. | | | You can also obtain free annual and interim Investment Trust Report and Accounts. |
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http://www.trustnet.ltd.uk/it
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| | ISIS Investment Manager - ZeroCharge |
| | ISIS Investment Manager plc is a member of the FandC Asset Management Group and is Authorised and regulated by the Financial Services Authority (FSA). | | | You can also find valuable information on the key benefits of investment trusts, including how to achieve your aims, invest tax-free, build a portfolio or even invest for your children. | | | Find information on the range of ZeroCharge™ savings and investment plans plus view details of the choice of eight investment trusts available through our plans. |
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http://www.itszerocharge.co.uk
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| | Morningstar.com: Unit Investment Trusts |
| | Once formed, a UIT can't buy new securities and will only sell in critical situations, such as the imminent default of a bond. | | | Brokers sell UIT units for as little as $100 apiece, with sales charges ranging from 2.75% for most stock trusts to a whopping 5% for the typical bond offering. | | | Many equity trusts expire annually, dishing out capital gains in one big lump. |
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http://news.morningstar.com/news/MS/Funds101/990923f101.html
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| | Real Estate Investment Trusts (REITs) |
| | REITs: Building Profits With Real Estate Investment Trusts makes that challenge a more manageable one by providing investors with the tools to evaluate the merits and potential risks of individual REITs. | | | Over the past 25 years, REITs have delivered average annual investment returns of over 14%. | | | With more than 200 REITs trading in the marketplace, however, the task of selecting specific REITs to invest in can be daunting. |
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http://www.a-ten.com/z/reit.html
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| | Split Investment Trusts - Typhoon.co.uk |
| | Earlier this year accountancy firms were implicated in advising clients to use split investment trusts, which rely on investing in each other's funds to maintain returns. | | | investment trusts investment mortgage scottish trust resources investment trust plc trust investment bank falcon investment trust split investment trusts funds halifax investment funds india investment arbitrage fund hedge investment putnam investment mutual funds ethical investment... | | | People who searched for 'split investment trusts' also tried: health insurance, company health, health insurance, travel health, health insurance. |
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http://www.typhoon.co.uk/directory/381645_split.html
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| | Investments real estate investment trusts |
| | As online commerce continues to grow real estate investment trusts businesses expand with the increased business from Internet sales The greatest strategic advantage that Internet real estate investment trusts enterprises have over traditional high street real estate investment trusts businesses is the operational savings that come from Internet sales. | | | Deciding on the best real estate investment trusts sources is an involved process. | | | Finding the best real estate investment trusts sites online isn't an easy task. |
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http://www.a1seek.com/investments/real-estate-investment-trusts.htm
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| | Real Estate Investment Trusts |
| | The adjustments may reduce funds from operations, a measure of profitability for real estate investment trusts, for the years ending in 2004 by up to $4.5... | | | Forbes -Ten newcomers are scheduled; among them two real estate investment trusts, or REITs, Columbia Equity Trust and Deerfield Triarc, with proposed NYSE ticker... | | | Palmer said introduction of new instruments like real estate investment trusts (REITS) and credit default swaps provided hedge fund managers with the... |
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http://realestateinvestment.productfinder.com
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| | Investment - Investment Trusts |
| | Representative body for unit trust and investment fund managers in the UK. | | | Managing ethical investment unit trusts, with a goal of balancing social | | | value of Investment Trusts magazine and are regular advertisers. |
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http://www.investment-info-man.com/investmenttrusts
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| | Oxford University Press: Real Estate Investment Trusts: Su Han Chan |
| | She has published in the leading finance and real estate journals on topics such as strategic alliances, equity offerings capital investment decisions and real estate investment trusts. | | | This book discusses the existing scholarly research on REIT's in a way that will enable managers to improve their investment decisions and the operating performance of their REIT's. | | | Real Estate Investment Trusts: Structure, Performance and Investment Opportunities helps investors evaluate REIT's and identify those with the greatest investment potential. |
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http://www.oup-usa.org/isbn/0195155343.html
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| | Hunton & Williams Real Estate Investment Trusts |
| | We work closely with leading investment banks, accounting firms and other professionals in the real estate finance industry and are well-qualified to assist clients considering the REIT structure or seeking to access the real estate capital markets. | | | We have extensive experience in REIT M&A transactions and in advising REIT management teams and boards of directors with respect to the tax, securities and corporate governance issues relating to REITs. | | | Hunton & Williams has handled more than 200 capital market transactions involving over 80 different REITs, including over 50 REIT initial public offerings. |
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http://www.hunton.com/practices/practice_detail.aspx?gr_H4ID=895
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| | B789K - Real Estate Investment Trusts Handbook (Second Edition) with 2000 Supplement |
| | Real Estate Investment Trusts Handbook, Second Edition by William A. Kelley, Jr., is a practical guide for lawyers, accountants, and real estate developers dealing with real estate investment trusts. | | | Real Estate Investment Trusts Handbook, Second Edition, reflects tax law changes and developments in the REIT industry. | | | Find the answers to these questions and more in this comprehensive resource for lawyers, accountants, and real estate developers involved with real estate investment trusts. |
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http://www.ali-aba.org/aliaba/B789K.htm
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| | Investment Trusts |
| | Invesco Perpetual is one of the world's largest investment management organisations for ICVCs, OEICs, unit and investment trusts, ISAs, PEPs, child investments, pensions and more. | | | comdirect is changing to Squaregain in July - still offering flat £12.50 online and phone trades in investment trusts, shares, funds and bonds in Dealing, ISA, PEP, SIPP and CTF accounts. |
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http://www.shopguide.co.uk/Investment-Trusts/2
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