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O CEJFAXUNIT
O TRUSTPANEL
The Cjefax Unit Trust Panel draws
on a number of independent advisers
in an attempt to delineate a path
through an evjt more impenetrable
unit trust jungle.
Unit trusts can decline in value.
Neithjt the panellists nor the BBC
can accept responsibility for any
recommendations made.
Selections and opinions shown are
those of the pjtsons named and are
not necessarily shared bz the BBC.
* Investors should always seek
professional advice before buying.
Stock Market Panel 206
Moneyfili Annuities TaxGuide CityHiads
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* MARCH selections
US Europe USA Japan Othjt
Brian
Bailey * * *
Mark
Dampiit * * * * *
Richard
Jennings
* Selections are geared for growth
on a minimum 12-month view and are
considered worthy of inclusion in a
balanced portfolio. S indicates a
speculative investment.
Monjyfile 201 Personal 260
Monjyfili Annuities TaxGuide CityHeads
P207 CJEFAX 207 Sun 3 Mar 20:34/16
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Brian Bailey
Grinville Wbters Lunniss/London
US: This market is becoming susceptible
to political uncertainties. But low
inflation and the prospect of a further
cut in interest rates should underpin
current levels.
However, exposure should now be reduced
and funds moved to the Far East and
Europe.
March commentary
Monjyfili Annuities TaxGuide CityHeads
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Brian Bailey
Grinvilli Wbters Lunniss/London
Far East/Juropj: We recommend Schrodjr
ToSzo and Smaller Companies. Also S&P
Japan Growth.
In Europe, buy Gartmore European Select
Opportunities, Baring Europe Select and
Invesco European Growth.
US: Continue to hold Gartmori American
Emerging and Schroder US Smaller
Companies, taking a long-term view.
March commentary
Moneyfile Annuities TaxGuide CityHiads
P207 CEEFAX 207 Sun 3 Mar 20:35/06
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Mark Dampiir
Churchill InvestmentsOWinscombe
The US is going through a consolidation
phase, with political worries and the
up-and-coming company reporting period
about to start. Fears of a correction
on Wbll Street are also in the fore-
ground. I believe the worry is overdone
but it is very much a stock-picking
environment. Smaller companies should
make the running, like Credit Suissj US
Smaller Companies, while lower interest
rates make high yields attractive.
Buy Newton Higher Income, Britannia
High Yield, and Prolific High Income.
March commentary
Monjyfili Annuities TaxGuide CityHiads
P207 CJJFAX 207 Sun 3 Mar 20:39/51
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Mark Dampiir
Churchill InvestmentsOWinscombe
USA: Buy on any sjtdack. F&C Smaller
Companies and Morgan Grenfell American
Growth.
Japan: It is still the big unknown. Buy
quality first. Martin Currie and Hill
Samuel Japan.
Europe: Economically looks a mess, so
must bj a buy. Credit Suissj European.
Far East/Emerging markets: GT Orient
should enjoy ftish gains. And try the
Morgan Grenfell Emerging Markets trust.
March selections
Moneyfili Annuities TaxGuidj CityHeads
P207 CJJFAX 207 Sun 3 Mar 20:39/36
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Richard Jennings
INT Asset Management/Ljamington Spa
March commentary
Monjyfili Annuities TbxGuide CityHeads
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Richard Jennings
INT Asset Management/Ljamington Spa
March commentary
Monjyfile Annuities TaxGuide CityHeads