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Investment News Start Of 2011 Sees Investment Funds Highlight Performance 18471505

Written by Editorial Team

Start of 2011 sees investment funds highlight performance
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Start of 2011 sees investment funds highlight performance

07 January 2011 / by Paul Dicken

An investment trust and fund have kicked off 2011 with announcements of positive performance in UK and European equity investments.

The F&C Investments European Assets Trust which invests in small and medium sized companies in continental Europe has maintained a six per cent dividend payment, calculated at the end of each calendar year, and seen an 18 per cent rise in the trust’s cash value.

Lead manager of the trust Paras Anand, head of European equities at F&C Investments, said on 6 January that he expected a pick-up in merger and acquisition activity in 2011.

“One of the key factors that we believe is underpinning the market is corporate activity; as businesses drive for scale and efficiency, they will look to acquire well-positioned businesses at good prices. We believe that many of the Company’s [trust’s] holdings fit this description.”

The trust aims to produce long-term capital growth but also pay a dividend equivalent to six per cent of its net asset value per share.

Returns from UK recovery

The Standard Life Investments UK Equity Recovery Fund, launched in March 2009, announced on 7 January it had produced a return of 150 per cent since its launch.

The company said the fund had been launched during the worst fall in equity markets since 1974 and was designed to give investors – willing to take on a higher degree of risk – an opportunity to capitalise on low stock valuations and negative market sentiment in 2009.

David Cumming, fund manager and head of UK equities at Standard Life Investments, said he was delighted the fund had delivered such a strong return, while some UK equities remained attractively valued and hiw view was that the recent rally would continue into 2011.

© Fair Investment Company Ltd
 



  Product Name ISA Option Income Yield More Info
Henderson Strategic Bond yes 5.7% More Info >
Income Paid Quarterly. Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. See latest fund factsheet for details.

Newton Asian Income yes 5.43% More Info >
Income Paid Quarterly.The objective of the Sub-Fund is to achieve income together with long-term capital growth predominantly through investments in securities in Asia Pacific ex Japan (including Australia & New Zealand) region. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Newton Higher Income yes 5.4% More Info >
Income Paid Quarterly. The objective of the Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.

Invesco Perpetual Distribution yes 4.7% More Info >
Income Paid Monthly. Invesco Perpetual Distribution offers a balance between both income and capital growth through investment in UK based equities and fixed interest securities. See latest fund factsheet for details.

Invesco Perpetual Monthly Income Plus yes 4.46% More Info >
Income Paid Monthly. Popular income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. See latest fund factsheet for details.

Woodford Equity Income Fund yes 3.50% More Info >
Our selected partner for investing in Neil Woodford’s Equity Income fund is Barclays Stockbrokers, via their INVESTMENT ISA for new ISAs and ISA transfers, or their MARKETMASTER® ACCOUNT for non-ISA investments. Income Paid Quarterly.The fund’s investment objective is to provide investors with long-term appreciation through investing in stocks primarily listed on the UK stock exchanges. Up to 20% may be invested in international companies. The income objective is 10% higher than the FTSE All Share Index yield with an anticipated annual yield of 4.0%.
Newton Global Higher Income yes 4.7% More Info >
Income Paid Quarterly. The objective of the Sub-Fund is to achieve increasing annual distributions together with long-term capital growth from investing predominantly in global securities. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.

Jupiter Merlin Income Portfolio yes 3.10% More Info >
Income Paid Quarterly. To achieve a high and rising income with some potential for capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in equities, fixed interest stocks, commodities and property, principally in the UK. See latest fund factsheet for details.

M&G; Global Dividend yes 3.27% More Info >
Income Paid Quarterly. The Fund aims to deliver a dividend yield above the market average, by investing mainly in a range of global equities. The Fund aims to grow distributions over the long-term whilst also maximising total return (the combination of income and growth of capital). See latest fund factsheet for details.
Kames Strategic Bond yes 2.95% More Info >
The primary investment objective is to maximise total return (income plus capital ) by investing in global debt instruments,denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. At least 50% of the fund will be invested in sterling and other currency denominated bonds hedged back to sterling. See latest fund factsheet for details.

M&G; Optimal Income yes 2.44% More Info >
Income Paid Twice Yearly.The fund aims to provide a total return to investors based on exposure to optimal income streams in investment markets. The fund invests across a broad range of fixed income assets according to where the fund manager identifies value. See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed
**Historic Yield reflects distributions declared over the past 12 months as a percentage of the mid-market price of the fund.
*** This is the target yield the fund aims to achieve per year, it is not guaranteed and could change according to prevailing market conditions. The target yield is net of basic rate tax.
Information correct as at 08/02/2012.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below. 








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