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Jupiter: China Fund Details Type: Unit trust Aim: Growth by investing in Chinese companies Minimum-maximum investment: Lump sum #500, monthly #100, Isa lump sum #1,000, monthly #50 Investment split: 100% […]

Actuary AKG's claims that the with-profits is fatally wounded and advisers will struggle to sell the product have been shot down by Prudential and Norwich Union. AKG say surrenders are […]

Investment trusts have several advantages over unit trusts. Most investment trusts have beaten inflation over the past 10 years - and many of them both in terms of income and […]

Winchester White director Aileen Croft questions the pay now, reap rewards later value chain for life cover and pensions and says a new model is long overdue We are nearing […]

My annual pilgrimage to the West Country was a somewhat muted event on this occasion. True, it was as enjoyable as usual. The weather was kind(ish) and the turnout for […]

Schroder UK fund manager Richard Buxton says he is unlikely to be the top-performing manager of the 10 chosen to contribute to the Skandia UK best ideas fund. Buxton, who […]

I am concluding this series of articles, updating an overview of the major investment asset classes, by summarising the relationship between the current and expected behaviour of equities against the […]

GAM: GAM Star Asian Equity Details Type: Ucits Aim: Growth by investing in a portfolio of Asian stocks Minimum investment: #6,000, $10,000, euro #10,000 or currency equivalent Investment split: 100% […]

Matt Goodburn considers the potential for large-cap stocks In recent months there has been a general consensus among UK fund managers that large caps are set for a period of […]

Make a cup of tea, sit down and prepare for a shock. Our research on the performance of funds in the Investment Management Association's UK all companies sector shows that […]

American giant General Electric has failed to make a significant return on its investment in GE Life after the #465m sale of the retirement specialist to Swiss Re, it is […]

There has been a lot of comment recently that the days of smaller company funds' outperformance are over because valuations are now comparable with those of bigger companies. This is […]

Market prospects Helen Pow assesses the split between the views of top fund manager Anthony Bolton who believes a bear is on the way and other managers who say the […]

The outlook for UK equities is positive, particularly for investors who take a long-term view Generally speaking, I would say that UK equities are attractively valued, both in absolute terms […]

Investors with nous are latching on to the new-style investment trusts With the year entering the home straight, the investment trust sector is on course for its biggest outflow of […]

Keydata Investment Services: Income Property Bond Details Type: Capital-protected offshore bond Aim: Income by investing in a portfolio of residential apartment complexes in the US Minimum-maximum investment: #4,000-no maximum, Isa […]

Small fund firms are making a big impact in the investment world When the market jitters resurfaced a couple of months or so ago, I wrote an article in The […]

Buy-to-let investors are getting the best return of all asset classes, according to Landlord Mortgages. Investors who bought a BTL property with a deposit of #25,000 on average saw a […]

The IPA's TouchPoints research provides useful insight into consumers' daily routines and media consumption. In today's busy world, consumers call the shots in terms of when they choose to consume [...]

Some useful tools are provided that can help investors gauge Exchange-traded funds' (ETFs') risk-adjusted returns so that they can compare them with those of conventional mutual funds. These ETF ratings are useful tool for identifying funds worthy of further research, but they are not the signals to buy or sell- expense ratios.

INVESTMENT specialists seem to fall into two camps over with profits. These are those who believe the vehicle can keep its head above water and those who think the whole [...]

By Robert A. Rudzki LONG-TERM SUCCESS--even viability--of a company depends on its Return on Invested Capital (ROIC). ROIC is defined as the profits of a business divided by the total [...]

During last month's PROMO Expo in Chicago, I was lucky enough to moderate a town meeting-style session on ROI metrics. Scheduled for early morning on the last day of the [...]

The municipal bonds and mutual funds are compared with respect to the risks involved, better returns and tax-free income. Investors will get better returns by buying a municipal-bond fund rather than individual muni bonds because bond funds employ in-depth credit research, individual muni bonds can get cancelled, bond funds can secure better prices than individual bonds and bond funds help in reducing risk by diversifying across regions and sectors.

When Michael Sack wants analogies to describe the search marketing industry, he reaches out to Wall Street or Las Vegas: 'Both places where they take money seriously,' says the chief [...]

The meetings industry needs to adopt workable methodologies for measuring return on investment (ROI) if it is to avoid commoditisation, according to a seminar at EIBTM. MPI director of European [...]

Byline: Lindsay Chappell Strong light-truck sales and a big U.S. market share were not the defining characteristics of automakers with the best stock performance last year, according to the Automotive [...]

DUBLIN - Bank of Ireland Asset Management Ltd. will need to improve its performance in non-U.S. markets or risk continued client losses in its U.S. business, international consultants say. At [...]

'Return on investment,' or ROI, became a popular catchphrase a few years ago. The perfect post-boom refrain, ROI epitomizes an era when financial scandals and lean budgets required companies to [...]

Surging investment returns and a flood of new cash lifted the fortunes of the nation's 100 largest corporate pension plans last year, pushing the ratio of assets to liabilities in [...]

Long-term stock investors have nothing to complain about. Over extended time periods--which is the only proper way to invest anyway--returns on equities invariably trump gains on other conventional asset classes. [...]

The personalized attributes of Web portals have generated appeal among a growing number of insurers. But while Web portals possess a great deal of upside, the return on investment (ROI) [...]

Investors with fixed-interest portfolios look forward to invest in higher-yielding investments ranging from debentures to hybrid securities and types of mezzanine finance. These investments offer high returns than cash and term deposits and sometimes opportunity to make capital gains.

Strong demand for materials from China and an upswing in commodity prices have countered the effect of a weaker U.S. dollar. It has helped the Colonial First State Global Resources Fund return 30%.

The Australian dollars have become more valuable for investors. About one-third of investor returns come from overseas and a lot of that total is earned from U.S. dollar.

Stock picking is the crucial factor in generating good returns. Three comparatively different stocks are recommended for investment.

Things are looking up. The third quarter 2003 gross domestic product (GDP) growth rate of 7.2 percent was more than double the second quarter 2003 rate of 3.3 percent; the [...]

Byline: Douglas Appell Was the Nasdaq crash of the past few years just a bad dream? Technology aficionados eyeing Pensions & Investments' latest quarterly survey of the top-performing mutual funds [...]

Six 20-year-olds who have experienced extremely low markets realize that negative returns are part of the investment scene. These investors trusted their advisers with all the investment strategies.

Declining returns have compelled retirees surviving on their superannuation to evaluate their pension strategies. The main issue is whether to maintain a cash reserve or opt for balanced long-term investment portfolio.

The September 11 incident or slack corporate control are blamed for the poor returns on investments. The basic causes however seem to be the speculative settings and surplus valuations.

MANAGING: DIY super funds seem to be more profitable than public offer super funds that yield low returns even in an upward share market. Investment portfolio can be diversified once DIY funds start generating consistent returns.

INVESTING: Investors need to consider the possibility of negative returns and evaluate their risk tolerance levels. It is important to understand the compromises required to achieve the goals and the risks involved in that strategy.

Last week, we extended our look at the main asset classes by adding fixed-interest investments to money on deposit. We looked at the comparative annual returns and volatility from each […]

5-Year Average Return on Equity as of December 31, 1999. All dollars in thousands. (Part 1 of 3) Rank Institution City State 1 Beal Bank SSB Dallas TX 2 Universal [...]