All Unit Trusts (A-Z) - Compare prices and read reviews

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Virgin Direct UK Index tracker too expensive Advantages: they're not bad but far from the best Disadvantages: very expensive management charges At 1% management charges, Virgin are very expensive. There are plenty of other UK Trackers which do the same job with charges from 0.1% - 0.5%. Why would you want to give them extra cash? I know that some others (especially the biggest banks) not only levy initial charges but also charge a massive 1.5%pa. Again they are not better at what they do. Who do you think pays for the City boys' bonuses each year? Most trackers have no intitial charges so ... travellingduo 21.03.2007 · Read full review Ciao members have rated this review on average: somewhat helpful Review of Virgin Direct UK Index Tracking Trust	Short-term performance Long-term performance Rating of sector perfor... Quality of fund managem... Competitiveness of char...
A large fund investing in high yield securities Advantages: The fund tends to outperform in flat and falling markets, high dividend yield of around 3%, good long term performance and good manager Disadvantages: Large £2.6 billion in size makes fund less flexible, 5% initial charge, underperforms when growth stocks are fashionable ...anxious when the acquisition of Perpetual Investment Management was announced by AMVESCAP (owners of INVESCO) because of the implications for the fund. I was worried that the star manager Neil Woodford might leave Perpetual because of the takeover. Fortunately AMVESCAP and Perpetual have agreed on good terms, AMVESCAP is going to let Perpetual continue with its current fund management style and remain in the Henley-on-Thames offices. I don't think ... gorvifal3 27.06.2001 · Read full review Ciao members have rated this review on average: very helpful Review of Perpetual High Income Fund	Short-term performance Long-term performance Rating of sector perfor... Quality of fund managem... Competitiveness of char...
One time High-Flier Going Nowhere Advantages: Rock solid company managing the fund. Disadvantages: Abysmal growth record. Fund too large. I bought into M&G Recovery in 1988. It was my first ever Unit Trust. Boy was I impressed with the past performance. £1000 would have grown to £69000 in the previous 25 years. I was so impressed that I started a unit trust savings scheme and kept it going for 12 years. The fund performed well in the early years but the growth was nearer to linear than exponential. This meant that each years growth was a smaller percentage than the previous year. ... ...time, which is manageable. M&G Recovery now stands at £1.4 billion pounds (5 times the average fund in that sector) and so they are bound to have difficulties trading the right sort of quantities of shares without seriously affecting the share price. I am sure that I got out at the right time and see no prospect of ever returning to the fund. Sorry to be so negative but if you are holding units in this fund, I believe you would be better transferring ... petehall 20.09.2000 · Read full review Ciao members have rated this review on average: very helpful Review of M&G Recovery Fund	Short-term performance Long-term performance Rating of sector perfor... Quality of fund managem... Competitiveness of char...
A fund for the long term. Advantages: tracks ftse uk index,low charges, spread risk , can be ISA'd Disadvantages: covers all sectors, can miss out on sector over performance ...So where to look? Well Fidelity Moneybuilder Index Fund fits the bill for me. It is available from Fidelity's Funds Network which is a supermarket of investment funds with over 950 different funds from 55 fund managers. Fidelity Moneybuilder UK index ------------------------------------------ Aims to track the FTSE all share index which means it invests in the Large FTSE 100 companies down to smaller companies in the main market, but not AIM market ... ...Now this is where Fidelity score over the competition. There is no initial charge on ISA and ISA/PEP transfers or non ISA holdings. The annual management charge is 0.10% with a total expense ratio of 0.30% compare that to the Virgin UK Index with has a charge of 1% There are no exit fees to pay. How to Invest You can apply online:- fidelity.co.uk/track or by phone :- 0800 22 25 20 9am-8pm 7 days Online the site navigates very easily , you ... getscenic 02.04.2006 · Read full review Ciao members have rated this review on average: very helpful Review of Fidelity Moneybuilder Index Fund	Short-term performance Long-term performance Rating of sector perfor... Quality of fund managem... Competitiveness of char...
Great way to save for a lump sum pay out Advantages: Tax free savings,Life cover,chice of low payments,Great service and very easy Disadvantages: n/a.You need to check the payout forecast ...a saving plan called the Scottish Bond, which makes the most of your personal tax free allowance; obviously you can only save up to £25 a month. It runs for a 10 year term and also provides some life cover for my monthly payment it gives £2600 in addition to the final payout, just in case anything should happen. You can save less than the £25 but I chose this as I new I would not notice it each month and I am really looking forward to a nice lump ... ...a larger amount you can pay an annual payment, but again this can not exceed the equivalent of £25 a month (£300 pa). They offer a free gift once you have paid your first month's premium. I chose £15 M & S vouchers as they are always nice to spend. The plan is meant to be kept for 10 years and although you can take out your money you might not get back the amount you have paid in. It is so easy to join and they send you a pack with all the information ... nick979 07.02.2007 · Read full review Ciao members have rated this review on average: helpful Review of Scottish Friendly Managed Growth Fund	Short-term performance Long-term performance Rating of sector perfor... Quality of fund managem... Competitiveness of char...