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Investment Archive

Endowment Investment or Albatross?

The maturity value of endowments
For some time, the maturity value of endowments and “with profit” bonds have been falling.As a result, some people have been questioning the wisdom of holding on to them, but there is no “one-size-fits-all” answer to what you should do. Read more
Opening the door to more storeys in your portfolio

They can offer good returns and stability
Commercial property funds have now been added to the choice available to Individual Savings Account investors. Read on
Portfolio overhaul

Are you emotionally attached to your investments?
The question you should ask yourself is. Would I buy this product today? Read on 
Protected Funds

If your primary concern for your investments is the risk of losing money, then it would seem counterintuitive to consider an equity fund. But, there is a halfway house and growing numbers of investors are taking it. Read on 

Trusts where investors swim in a bigger pool

People have been using investment trusts as a way into global stock markets for more than a century. The first was launched in 1868 and there are now more than 300 of the schemes, managing billions of pounds’ worth of assets on behalf of investors. Read on 

Wealth Creation

Q: I’m making a stockmarket investment. Would I be better off investing a lump sum or saving on a monthly basis?
 A: The answer depends upon future market movements. If you invest a lump sum and the market increases rapidly, you’ll benefit from this upward movement. Read on 
Welcome news for unit trust investors

New tax-efficient status on the horizon?
 Investors in ‘authorised’ property unit trusts could potentially be set to receive the same tax-efficient status as REITs (real estate investment trusts) according to a paper issued alongside Budget 2007. Read on 
Don’t miss the ISA deadline

Confused? Just talk to us!
There's not much of our money that we can hide away from the prying eyes of the taxman, but an Individual Savings Account (ISA) is one way of doing it. Read on
Investment property schemes

Under the final version of the Finance Bill, investors can now get exposure to residential property through their self-invested personal pensions (SIPPs) as long as it is through a so-called ‘genuinely diverse’ investment vehicle. Read on 

Reasons not to wait until 2007 to buy this year's ISA

Give yourself some time
There is a good argument that investing at the start of the tax year also has its advantages. Read on

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