P225 CEEFA( 225 Mon 10 Nov 21:01/45 1/6 UNIT TRUSTS (1) + Unit trusts pool small investors' money and invest it on their behalf in stock markets at home and abroad. There are now some 800 trusts, run bz around 100 management groups. Some trusts aim to provide income, some growth. Some spjcialisj in a particular sector, eg Japan, or electronics. Unit trusts quote two prices: an offer (or sale) price and a bid (or buy back) price. Management fees - generally 5pc initially and 0.5pc to 1pc yearly - are absorbed within the "bid/offer spread". MoreP225 CEEFA( 225 Mon 10 Nov 21:12/28 2/6 ] UoIT TRUSTS (2) + Performance of middle-ranking trust per sector over jive years to Apr 1986. (Current value of £1,000 investment, with net income reinvested). Funds in £ Sector UK General 2884 68 UK Growth 2575 69 UK Equity Income 2981 65 North American 2228 38 International 2290 51 FT Ind Ord Index 3127 FT All-Share Index 3116 Bldg Soc ord share 1456 MoreP225 CEEFAX 225 Mon 10 Nov 2):32/43 3/6 UoIT TRUSTS (3) + Best individual performers "z sector over 12 months to Oct 1. Current value of £1,000, with net income reinvested. UK General Far Eastern TR Gen Grwth 1401 L&G Far East 2396 R Fraser Gth 1400 Eagle Far E 2206 Eagle UK Bal 1362 Dunedin FE 2102 UK Income North American Sun Lfe MHZ 1611 Holb Nrth Am 1395 Atlanta HiE 1482 TR Am Growth 1394 Fed Max Inc 1410 L&G North Am 1387 Intl Growth Commod/Enjrgz Sun Lfe MOth 2015 Schrodjr Old 1379 Opp Ww Rjcov 1657 BG Enjrgz 1344 Mans Int Gth 1643 S&P Explor'n 1305 Money Management figuresP225 CEEFAX 225 Mon 10 Nov 21:28/34 4/6 UoIT TRUSTS (4) + Best individual pjrformjrs bz sector over 60 months to Oct 1. Current value of £1,000, with net income reinvested. UK General Far Eastern M&G Midland 4263 TUB Pacific 3626 MLA General 4005 E&L Far East 3464 Hind Inc Gth 3867 Hill Sam FE 3458 UK Income North American E&L High Inc 4703 M&G Am Rjcov 2990 Gartmore Inc 4339 M&G Am & Gen 2987 Key Income 4338 Bar 1st N Am 2550 Intl Growth Commod/Enjrgz Opp Int Grth 4186 Target Gold 2246 Bish Intl 4176 Gatt Commod 1401 Bish Prog 3930 M&G Commod 1372 Money Management figuresP225 CEEFAX 225 Mon 10 Nov 21:18/02 5/6 UNIT TRUSTS (5) + Best performers regardless of sector over 12 months to Nov 1. Current value of £100, with net income reinvested. 1 Legal * Genital Far East 233.1 2 County Japan Growth 221.3 3 Sun Life Far Eastern Growth 220.2 4 Eagle Star Far Eastern 216.5 5 Holborn European 209.0 6 Sun Life Japan Growth 207.7 7 MIN Brit Japan Performance 206.9 8 BG Europe 201.7 9 Mercury Japan 200.9 10 Dunedin Far East 198.5 Planned Savings figures MoreP225 CEEFA( 225 Mon 10 Nov 21:11/14 6/6 ]J UoIT TRUSTS (6) + Best performers regardless of sector over 48 months to Nov 1. Current value of £100, with net income reinvested. 1 Fidelity Japan 616.0 2 GT European 597.5 3 Hill Samuel European 573.2 4 Barrington European 550.2 5 Wardley Japan 526.6 6 Henderson European 526.6 7 Murray European 513.4 8 MIN Brit Japan Performance 490.5 9 Henderson Japan 490.3 10 Gartmore Japan 473.9 Planned Savings figures More