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Topic: Investment trusts

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	Citywire :: Guides :: all you need to know about investment trusts and how they differ from open-ended unit trusts
		Investment trusts are 'closed end funds', as a set number of shares are issued when they launch and this number basically remains constant.
		The board in turn is answerable to the investment trust's shareholders, who pay their directorship fees, and these shareholders can vote to have any or all of the directors replaced if they are unhappy with their performance or doubt their independence.
		Although trusts with the ability to gear do not necessarily have to use gearing, investors should be aware the higher the level of gearing in use the higher the likely risks and returns on the trust.
	www.citywire.co.uk /Guides/InvestmentTrusts/Home.aspx (1236 words)

	Investment Trusts Guide - Money Extra
		Investment trusts invest mainly in shares, aiming to generate returns through capital growth or income or a mix of the two.
		When you are deciding which investment trust to invest in, the first thing you need to do is consider your investment objectives and the investment objectives of the investment trust company what and where it is invested in and whether their aims are the same as your aims.
		If you are investing in an investment trust outside an ISA and you receive a dividend distribution, you will receive a tax voucher from the fund manager showing both the amount that you are getting and the amount of tax on the distribution that has already been paid by the manager.
	www.moneyextra.com /guides/investment-trusts-020603.html (2243 words)

	FT.com / Your money - Investment trusts
		Investment trusts are generally popular with investors who are willing to take a long-term view and who are willing to take on a little more risk.
		Investment trusts historically trade at a discount to net asset value, the total value of the underlying assets in the trust.
		These investments fall outside the remit of the Financial Services Authority which could unnerve some investors, although as listed companies, investment trusts are regulated by company law and the listing rules.
	www.ft.com /cms/s/46d08a5a-5ab9-11da-8628-0000779e2340.html (941 words)

	UK Investments - Investment Trusts
		Investment trusts are collective investments which invest in equities.
		This is the main difference from OEICs or unit trusts where the number of units or shares varies with supply and demand.
		As with most investments, the value can go down as well as up, but as the funds are pooled and spread, the risk is less than if the money was all invested in one place.
	www.investments.co.uk /investment-trusts/investment_trusts.html (296 words)

	Unit Investment Trusts (UITs)
		A"unit investment trust," commonly referred to as a "UIT," is one of three basic types of investment company.
		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.
		UITs are regulated primarily under the Investment Company Act of 1940 and the rules adopted under that Act, in particular Section 4 and Section 26.
	www.sec.gov /answers/uit.htm (481 words)

	Investment trust - Wikipedia, the free encyclopedia
		Investment trusts are companies that invest in the shares of other companies for the purpose of acting as a collective investment.
		One of the key differences between an investment trust and a unit trust, is that an investment trust manager is legally allowed to borrow capital to purchase shares.
		Investment trusts are common in the UK and well established within legal and regulatory frameworks.
	en.wikipedia.org /wiki/Investment_trust (759 words)

	Van Kampen Investments -- About Unit Investment Trusts -- RN04-02480P-N10/04
		Unit Trusts (also known as Unit Investment Trusts) are specialized investment companies that purchase a number of securities to seek to accomplish a specific investment objective, such as tax-free investing or long-term growth.
		When you purchase units of the trust, you are in fact buying an undivided interest in the securities held by the trust's portfolio.
		Although Van Kampen helped pioneer the tax-exempt unit investment trust with the launch of the IM-IT (Insured Municipal Income Trust) in 1979, Van Kampen boasts a large family of both fixed-income and equity unit investment trust.
	www.vankampen.com /vksite/products/uit/abtuit.asp (995 words)

	Investment Trusts - Henderson Global Investors
		Investment trusts and investment companies are allowed to borrow against their assets.
		Investment trusts may, however, increase or decrease their levels of gearing to suit market conditions.
		An investment trust has a fixed number of shares in issue (closed-ended) and the value of these depends not only on how well the fund’s underlying investments are performing but also on the laws of supply and demand in the marketplace.
	www.henderson.com /home/uk/personal_investors/faqs/investment_trusts.asp (1467 words)

	Trusts News \| Investment Trusts \| Companies \| Hemscott
		Private equity investment trusts are making efforts to convince small investors that they are missing out on one of the best performing parts of the equity market.
		A group of 10 trusts have banded together to form iPEIT, the Initiative for Private Equity Investment Trusts, to raise their public profile among retail investors, smaller institutions and investment manager.
		However, shares in the investment trusts can usually bought within an ISA and comparatively small investments, from £50 a month or £250m up front, are accepted.
	www.hemscott.com /companies/investment-trusts/item.do?id=13783 (458 words)

	Investment Trusts Guide
		An investment trust is a company in which shares can be bought, and which must be quoted on a Stock Exchange, usually the London.
		An investment trust has a fixed issued share capital, which means that the number of shares allowed in an investment trust is fixed - it is a close-ended fund.
		The value of the shares in an investment trust is determined by stock market conditions, and the value may fall or rise and is not guaranteed.
	www.moneyfacts.co.uk /investments/guides/investment_trusts.aspx (558 words)

	Individual Investors - FAQs: Unit Investment Trusts
		The types of unit trust suitable for your personal investment needs depend on many variables, including your financial circumstances and objectives, your age and your tolerance for risk.
		In a tax-deferred rollover, duplicated stocks are exchanged from one trust to the next, and only the gains on those stocks sold from the terminating trust are taxable.
		Investment consulting services are offered at Morgan Stanley only through investment advisory programs and are not available through traditional brokerage accounts and products.
	www.morganstanleyindividual.com /investmentproducts/unittrusts/faqs/default.asp (689 words)

	20 Investments: Unit Investment Trusts (UITs)
		A unit investment trust (UIT) is a registered trust in which a fixed portfolio of income-producing securities is purchased and held to maturity.
		Two examples of variations on the stock trust are diamonds and spiders (SPDRs), which attempt to track the performance of the major market indexes.
		It is not until the bonds held in the UIT mature that the trust is dissolved.
	www.investopedia.com /university/20_investments/19.asp (456 words)

	WHAT IS A UNIT TRUST
		WHAT IS A “Unit Trust” is a pooled investment plan where the capital contributions of investors are combined into a legally formed trust fund.
		A trustee is generally reputable financial institution appointed by a deed of Trust to look after the interest of the unit holders.
		As the legal owner of the assets of the fund, the trustee is responsible to ensure that the fund manager invests the funds according to the trust deed.
	www.unittrust.lk /faqs.htm (952 words)

	Individual Investors - Unit Investment Trusts
		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.
		An investment in a trust should be made with an understanding of the risks associated with an investment in a specified portfolio of securities.
		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.
	www.morganstanleyindividual.com /investmentproducts/unittrusts (477 words)

	[No title] (Site not responding. Last check: 2007-10-21)
		A Unit Investment Trust (UIT) is a registered investment company that offers a fixed portfolio of equity and/or fixed income securities.
		These securities are chosen by professional money managers to accomplish the stated investment objectives of the trust for a set period of time.
		The investment portfolio of a UIT is available for purchase in the form of units, which represent an investor's undivided stake in the total portfolio.
	www.nmfn.com /tn/investprods--page_uit (386 words)

	Unit Investment Trusts
		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.
		In addition, each trust is subject to specific risks, which vary depending on the Trust's investment objectives and portfolio composition.
		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.
	financialservicesinc.ubs.com /Home/PWSmain/0,1093,SE80-L1858-EN858,00.html (585 words)

	Investment Trusts - Online Market Information, Strategy, Advice \| Companies \| Hemscott
		It has taken years, but managers of split capital investment companies are starting to show the head above the parapet again as the split trust scandal fades into history.
		Investment trusts are companies that usually trade on the stock exchange but are set up solely to buy and sell shares in companies.
		Like all stock market investments, they do have a certain level of risk, so you should consider seeking investment advice if you are thinking of such investments.
	www.hemscott.com /companies/investment-trusts.do (280 words)

	Real Estate Investment Trusts
		Yet by purchasing a share of a real estate investment trust you are able to take advantage of the trust managers who should be experts in their field.
		REITs are a form of closed-end investment company and are required to distribute at least 90 percent of their income as cash dividends.
		He is also an instructor of Investments at Bryant College and a registered representative of Investment Advisors and Consultants, 804 West Park Ave., Ocean, NJ 07712; 732/493-1722.
	www.eastbayri.com /story/290765935955946.php (958 words)

	Investment Trusts
		Real Estate Investment Trusts (REITs) were created by the United States in 1960 by Act of Congress after which the concept laid dormant for over 30 years.
		In other countries the investment will be monitor according to EU and country rules governing such investments.
		The EUREIT project involves the formation of the first REIT style investment trust in European Union and will use and adapt the North American REIT as a guiding principle without slavish adherence to it.
	eureit.com /html/investment_trusts.html (451 words)

	Real estate investment trusts, property, investing in property,
		The investment trusts work by pooling investors cash to invest in portfolios of properties, which are in turn let to companies or individuals.
		Investment income from unit trusts is treated as if basic rate tax has been deducted at source and investors cannot reclaim this tax back, even if they have invested the money within an Isa or pension.
		And other advisers warn that investors should be careful not to pile into property investments at the expense of a balanced portfolio of investments.
	www.tiscali.co.uk /money/features/real-estate-investment-trusts.html (694 words)

	Fraser and Chalmers - Investment Trusts - (Site not responding. Last check: 2007-10-21)
		Quite simply, the service is comprised of three unit trusts, each aiming to invest in the very best funds available from across the whole market place.
		Managed by Fraser and Chalmers Independent Funds Team, the funds are actively managed portfolios that invest in a number of other unit trust and investment funds.
		The team have access to all UK unit trusts, OEICS and a number of offshore funds, including some which are usually closed to new money, giving them an extremely broad investment spectrum to select from.
	www.globalcommerceuk.com /fc/investmenttrusts.html (210 words)

	isabrochures.co.uk
		Baillie Gifford is one of the UK’s largest investment trust managers and have been managing investments since 1909.
		The content relating to the past performance of an investment is not necessarily a guide to its performance in the future.
		The value of investments may rise or fall due to the volatility of world markets, interest rates and capital values or, for investments held in overseas markets, changes in the rate of exchange in the currency in which the investments are denominated.
	www.isabrochures.co.uk /?offer=505 (2374 words)

	Unit Investment Trusts
		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.
		Unit investment trusts offer carefully selected equity and fixed-income securities that are not actively managed.
	www.smithbarney.com /products_services/other_investments/unit_investment_trusts (292 words)

	Amazon.ca: REITs: Building Profits with Real Estate Investment Trusts: Books: John A. Mullaney (Site not responding. Last check: 2007-10-21)
		A timely and authoritative guide to today’s hottest new investment vehicles "Finally, a book that covers REITs from A to Z that is understandable to both the layperson and the expert alike.
		It is a must-read for financial advisors who want to help their clients benefit from some of the outstanding investment opportunities which currently exist in the REIT industry." —Ina Fritsch, President, Fritsch Financial Services "This book is an excellent guide through the various sectors in the REIT industry and the leading companies in the business.
		I would recommend it for any investor interested in learning about the industry and how to select the right real estate investment trusts for their portfolio." —Charles K. Barbo, Chairman and CEO, Shurgard Storage Centers "I firmly believe that investors who manage and choose their own investments should understand the product they are investing in.
	www.amazon.ca /REITs-Building-Profits-Investment-Trusts/dp/0471193240 (532 words)

	Unit Investment Trust - Wikipedia, the free encyclopedia
		Equity trusts have a set termination date, on which the trust liquidates and distributes its net asset value as proceeds to the unitholders.
		Bond trusts issue a set number of units, and when they are all sold to investors, the trust's primary offering period is closed.
		Bond trusts pay monthly income, often in relatively consistent amounts, until the first bond in the trust is called or matures.
	en.wikipedia.org /wiki/Unit_investment_trust (554 words)

	IMA: Press Releases 2003
		Secondly, IMA is concerned that the FSA proposal for investment companies to disclose portfolio holdings to investors each month, which is aimed at increasing transparency, will lead to a deluge of data but no meaningful information.
		IMA believes that investment trusts serve a number of different institutional markets as well as the retail market, and as listed companies they have more flexibility than they would if brought within the “Collective Investment Scheme” family.
		The Association of Investment Trust Companies (AITC) represents them, and they can be reached on 020 7282 5555.
	www.investmentuk.org /press/2003/20030416.asp (373 words)

	Real estate investment trusts offer opportunity - Pittsburgh Tribune-Review
		One investment that has gone gangbusters the last few years is real estate.
		The beauty of real estate investment trusts is that they allow small investors to participate directly in the real estate sector without the responsibilities of owning and managing a property on their own.
		What's most attractive about real estate investment trusts is they are required by law to distribute at least 90 percent of their taxable income to shareholders.
	www.pittsburghlive.com /x/tribune-review/business/s_349501.html (342 words)

	Welcome - Investment Trusts
		It explains the different types of investment trusts available on the market, educate you in their benefits and their risks and ultimately help you to choose the right one for you:
		Browse the site and realize the true potential of Investment Trusts or request brochures from leading providers to be delivered right to your door free of charge.
		Investment trusts for ISAs, PEP transfers, Investing for Children or Saving Plan brochures.
	www.investmenttrustcentre.co.uk (244 words)

	IMA: Press Releases 2003
		Investment funds have several key advantages over direct investment in the stockmarket, but investors may be confused between the three established types of funds on offer; unit trusts, OEICs and investment trusts.
		As the number of OEIC funds continues to grow (48% of all ‘open ended’ funds are now OEICs rather than unit trusts, compared to 35% a year ago), it’s likely that investors will come across the term with increasing frequency.
		For a free copy of this factsheet, readers can call the Unit Trust Information Service on 020 8207 1361 or view it on the IMA website, www.investmentuk.org.
	www.investmentuk.org /press/2003/20030317.asp (489 words)

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