| Investment, Life & Pensions |
 |
Compiled February 2008
Investment funds summary
| Category | Provider | % growth |
| Investment Trusts (over 3 years) | Ecofin Water & Power Opportunities Capital | 524.07 |
| UK All Companies (over 3 years) | Majedie Asset UK Focus A Acc
| 64.91 |
| UK Equity Income (over 3 years) | Invesco Perpetual High Income Inc | 66.90 |
| Specialist (over 3 years) | Neptune Russia & Greater Russia A Acc | 261.53 |
| European ex UK (over 3 years) | Neptune European Opportunities A Acc | 113.02 |
| Global Emerging Markets (over 3 years) | JPM New Europe A Acc | 205.30 |
| UK Corporate Bond (over 3 years) | Insight Investment UK Broad Market S Acc | 11.75 |
| UK Other Bond (over 3 years) | Artemis High Income | 21.04 |
Investment trusts over 3 years
Percentage growth, bid/bid, net income reinvested
| Fund | % |
| Ecofin Water & Power Opportunities Capital | 524.07
|
| JPMorgan Russian Securities | 337.13
|
| F&C Private Equity Trust A | 313.06
|
| JPMorgan Indian Inv Trust PLC | 229.37
|
| Royal London UK Equity & Income Ord Inc | 225.57
|
| Merrill Lynch World Mining Trust plc | 205.54
|
| Merrill Lynch Latin American Investment Trust | 204.76
|
| Baring Emerging Europe PLC | 199.05
|
| City Natural Resources High Yield Trust | 186.89
|
| JPMorgan Emerging Markets Inv Tst PLC | 179.59
|
UK All Companies sector over 3 years
Percentage growth, bid/bid, net income reinvested
| Fund | £ |
| Majedie Asset UK Focus A Acc | 64.91
|
| M&G Recovery A Inc | 64.53
|
| Liontrust First Exempt | 64.38
|
| Threadneedle UK Accelerando C1 | 63.74
|
| Old Mutual UK Select Mid Cap Acc | 63.72
|
| Rensburg UK Mid-Cap Growth | 62.98
|
| JPM UK Dynamic A Inc | 62.81
|
| Legal & General Growth Trust R Acc | 59.47
|
| AEGON UK Equity Acc A | 59.16
|
| Manek Growth | 57.72
|
UK Equity Income sector over 3 years
Percentage growth, bid/bid, net income reinvested
| Fund | £ |
| Invesco Perpetual High Income Inc | 66.90
|
| Invesco Perpetual Income Inc | 64.05
|
| St James's Place UK High Income Acc | 56.85
|
| New Star UK Strategic Income | 50.75
|
| F&C UK Growth & Income 1 Acc | 46.69
|
| Threadneedle UK Monthly Income C1 | 46.28
|
| Neptune Income A Acc | 45.90
|
| Threadneedle UK Equity Income C1 | 45.70
|
| CF Walker Crips Equity Income Acc | 44.68
|
| HL Multi-Manager Income & Growth Pfolio Trust Acc | 43.47
|
Specialist sector over 3 years
Percentage growth, bid/bid, net income reinvested
| Fund | £ |
| Neptune Russia & Greater Russia A Acc | 261.53
|
| Scottish Widows Latin American A Acc | 214.97
|
| Invesco Perpetual Latin American Acc | 194.58
|
| Threadneedle Latin American C1 | 192.14
|
| Merrill Lynch Gold & General Inc | 186.58
|
| F&C Latin American Equity 2 Acc | 181.23
|
| JPM Natural Resources A Acc | 174.75
|
| First State Global Resources A | 160.62
|
| Junior Oils | 142.29
|
| Smith & Williamson Global Gold &Resources Inc | 141.64
|
European ex UK sector over 3 years
Percentage growth, bid/bid, net income reinvested
| Fund | % |
| Neptune European Opportunities A Acc | 113.02
|
| JPM Europe Dynamic ex-UK A Acc | 104.04
|
| SVM Continental Europe A | 92.20
|
| Standard Life Inv European Equity Growth Ret Acc | 85.96
|
| Scottish Widows European Select Growth A Acc | 84.90
|
| JPM Europe A Acc | 83.04
|
| SWIP European A Acc | 80.89
|
| Scottish Widows European Growth A Acc | 80.32
|
| Liverpool Victoria European Ex-UK Growth Retail | 77.51
|
| Scottish Widows Euroland A Acc | 76.82
|
Global Emerging Markets sector over 3 years
Percentage growth, bid/bid, net income reinvested
| FUND | % |
| JPM New Europe A Acc | 205.30
|
| Fidelity Inst Emerging Markets Acc | 173.76
|
| Baillie Gifford Emerging Markets Growth A Acc | 166.18
|
| F&C Emerging Markets Ex Pacific-Asia Equity 2 Acc | 166.02
|
| Jupiter Emerging European Opportunities Acc | 164.86
|
| AXA Framlington Emerging Markets Acc | 161.15
|
| Credit Suisse European Frontier Retail | 157.10
|
| Gartmore Emerging Markets Opportunities Acc | 150.38
|
| JPM Emerging Markets A Acc | 148.15
|
| Baring BAM Emerging Markets I | 138.01
|
UK Corporate Bond sector over 3 years
Percentage growth, bid/bid, net income reinvested
| Fund | £ |
| Rothschild PIC Preferred Income - A2002 | 11.75
|
| Insight Investment UK Broad Market S Acc | 10.61
|
| engage High Income Inc | 10.11
|
| Gartmore Institutional Corporate Bond Acc | 9.40
|
| Credit Suisse UK Broad Fixed Interest I | 9.29
|
| Invesco Perpetual Corporate Bond Acc | 9.18
|
| M&G Strategic Corporate Bond A Acc | 9.15
|
| Insight Investment UK Corp All Maturities Bd S Acc | 9.02
|
| Schroder Inst Intermediate Corporate Bond X Acc | 9.02
|
| Santander Multi-Manager Fxd Int Mthly Inc A | 8.95
|
UK Other Bond sector over 3 years
Percentage growth, bid/bid, net income reinvested
| Fund | £ |
| Artemis High Income | 21.04
|
| Invesco Perpetual Monthly Income Plus Inc | 18.57
|
| Baillie Gifford High Yield Bond A Inc | 17.65
|
| Marlborough High Yield Fixed Interest | 17.41
|
| Standard Life Inv Higher Income Ret Inc | 15.13
|
| Threadneedle High Yield Bond C1 | 14.05
|
| Schroder Strategic Bond Acc | 13.39
|
| Investec Monthly High Income A Inc Net | 12.25
|
| Gartmore High Yield Corporate Bond Inc | 12.03
|
| AEGON High Yield Bond Acc A | 11.78
|
Source: Investment, Life & Pensions Moneyfacts researching the market for you
Prices as at January 2008
Fund Performance figures supplied by: LIPPER LTD
All rates and terms subject to change without notice and should be checked before finalising any arrangement. No liability can be accepted for any direct or consequential loss arising from the use of, or reliance upon, this information. Readers who are not financial professionals should seek expert advice.
THIS INFORMATION IS PROVIDED ON THE STRICT UNDERSTANDING THAT Investment, Life & Pensions MONEYFACTS IS CREDITED/QUOTED AS THE SOURCE
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