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Special Report on

Unit Trust Investing

unit trust investing special research report Photo by
Alright, before we even get into this week’s issue, there’s something I’ve been itching to tell you about! You know how I always carry on about making money from the recession right? Well, we’ve just made a breakthrough and I really want you to take a look at this. It’s called “The Shorting Report” and I think it’s the best thing since sliced bread… Here’s why… It shows you an investment strategy that very few South Africans are taking advantage of. I’m not going to go into too much detail about it here, but I was seriously excited when I edited this ...
(buys and sells) the fund's investments in accordance with the fund's investment objective. In the U.S., a fund registered with the Securities and Exchange Commission (SEC) under both SEC and Internal Revenue Service (IRS) rules must distribute nearly all of its net income and net realized gains from the sale of securities (if any) to its investors at least annually. Most funds are overseen by a board of directors or trustees (if the U.S. fund is organized as a trust as they commonly are) which is charged with ensuring the fund is managed appropriately by its investment adviser and other service organizations and ...
Trusts and the Bamford Decision. Have you amended your Trust Deed ...
is an entity where a person (trustee) holds and governs property or other assets guided by the terms of a trust deed for the gain of another person or persons – the beneficiaries of the trust. In the current business world trust deeds have become more prevalent and accepted as a common method of doing business, therefore it is important to understand the differences between them. The recent Bamford Decision will have an impact on almost all family and discretionary trusts and it is important that your trust is amended accordingly in order to be valid. The Bamford Decision has made several changes to certain legalities regarding ... market research, surveys and trends
Good Article on Unit Trust Hidden Costs
Many investors will not know that like many, i started off with being interested in Unit Trusts, which i still think could be great investments had it not for their deficiencies. Among them,costs. The main cost we know are expense ratio which is taken as a percentage of total assets which are a aggregation of management fees and a few other fees. However, that is not the end all be all cost. Many costs are not covered under them. the WallStreet Journal have an excellent article on this: How much does it cost you to own a mutual fund? Probably a lot more than you think. In selecting mutual funds, most investors know to check the ... market research, surveys and trends


On the Relation between Fund Performance and Characteristics of ...
billion between 2000 and 2006, representing an increase of 181 percent.1 .... unit trust investing has become a much more important investment vehicle in ... industry trends, business articles and survey research
ISLAMIC Unit Trust Investment MALAYSIA
Public Bank’s wholly-owned subsidiary, Public Mutual swept 10 out of the 29 awards, including the most prestigious “Best Overall Fund Group” award, at The Edge-Lipper Malaysia Fund Awards 2010 held at the Kuala Lumpur Convention Centre on 23 February 2010. This is the 7th consecutive year Public Mutual has emerged as the biggest winner at the annual awards event. Public Mutual’s Chairman Tan Sri Dato’ Sri Dr. Teh Hong Piow expressed pride at the outstanding achievement despite a challenging year in 2009. “These awards demonstrate Public Mutual's commitment in continuously ... industry trends, business articles and survey research
Allan Gray still the top management company
Investing in unit trusts is a flexible way to save, particularly for the medium to long term. The PlexCrown Fund Ratings is one of the tools you can use to choose a unit trust management company that delivers good performance consistently. Allan Gray maintained its top position in the PlexCrown ratings, which rank unit trust management companies, based on the risk-adjusted performance of its funds over periods up to five years ending on June 30. Five of the manager's six funds that qualify for PlexCrown ratings achieved the highest score of five PlexCrowns, while the sixth fund achieved the next-best rating of four. This ... market trends, news research and surveys resources
How to invest your first pay cheque
replies: When you receive your first paycheque, you just want to go out and buy all those things you were dreaming about when studying -- a car, new clothes and the latest cellphone. To finally have cash to burn is a fantastic feeling, so it is often hard to convince someone to start a savings plan, but hopefully your son will listen to your advice. A great motivator is to set goals -- saving for a deposit on his first home or having saved R1-million within the next 10 to 15 years (see related articles). Tax-free saving Your son needs to make sure he is taking full advantage of tax-free saving through his company ... market trends, news research and surveys resources


Old Habits Are Hard To Break - How To Shock Proof Your Unit Trust ...
Another reason you should not treat unit trust investing in the same way as stock investing: a fund manager worth his salt is constantly changing his ... technology research, surveys study and trend statistics
Letter Ruling 80-64: Unit Investment Trust
This is in reply to your letter of October 7, 1980, requesting rulings with respect to the Massachusetts income tax consequences of ********** Unit Trusts - Series 21, 22 and 23 ("Series 21, 22 and 23 Trusts") now being organized by your client, ********** (********** "Sponsor"). On August 6 and September 25, 1980, this office issued a ruling and supplementary ruling regarding the ********** Unit Trust - Series 20 ("Series 20 Trust").  Like the Series 20 Trust, the Series 21, 22 and 23 Trusts will be organized in the form of unit investment trusts established under the laws of the Commonwealth ... technology research, surveys study and trend statistics
Fatal or friendly fees? Unit trusts versus ETFs
Nov 14, 2008 ... invest via the passive unit trust, your investment would only be worth .... unit trusts and passive ETFs. For investors investing in passive ...
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Has anybody lost money by investing in MUTUAL FUNDS? - Yahoo! Answers
Over the long-term, it is very difficult to lose money in mutual funds (unless you just buy ones that you should have KNOWN were a bad idea! "We promise 50% return every year!", etc.) When you buy a single stock, you are betting that particular company will continue to succeed; if you buy a typical mutual fund, they "pool" your cash with others and buy stock in sometimes THOUSANDS of different companies, thus diluting the impact of any particular company failing. Most funds are "managed" and have supposedly smart people deciding what to buy and sell and when to do so. Unit Trusts are a similar concept to mutual funds, except ...
Beginner Investing: Unit Investment Trusts, unit investment trusts ...
Thank you for your question! I have not worked directly with UIT's myself, but am familiar with the concept, and was able to brush up a bit on the topic for this question. Just please keep in mind that I do not have extensive experience with UIT's as I offer some suggestions.   Yes, I think a UIT could be an appropriate choice for an individual retirement account. The most important thing is to look closely at the holdings in the UIT. Your profits (or loss) will still be entirely tied to the performance of the holdings. While UIT's used to be primarly composed of municipal bonds, since the 1990's ...