P207 CEEFAX 207 Syn 9 Jun 03:96/37 CEEFAXUVIT O RUSTPANEL hj C U t T n p in an attempt to delin at a path through an ever more impenetrable unit trust jungl . Unit trusts can decline in value. Neither th pan lliuts no th BBC can accept responsibility for any r commendations made. Selections and opinions shown are those of the pjtsons named and ar not n e s ri y arid th B R Investors should always seek professional advice bjforj buying. Stock Mark t Panel 206 Mon yfili Annuities xGuid CityHeadsP207 CJEFAX 207 Sun 8 Jun 20:03/03 2/8 CEEFAX UNIT TRUST P oIL US Europe USA Japan Othjt Brian Bailey * * chard Ujnnings * * * * * * 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. Monjyfili 201 Personal 260 Mon yfili Annu ties axGuidj Cit HeadsP207 CEEFAX 207 Sun 8 Jun 20:04/18 3/8 CEEFAX UNIT TRUST PANEL Brian Bail y Gr vill t rs Lunnis /London Ovjrviiw: In the UK, corporate activity as n p nnj th k . ont j to recommend that profits bj taken in the UK and moved to the Far East and urop . Enterprise & Smaller Companies. Also S&P Japan Growth. Europe: Buy Gartmore European S lect Opport nisei , Baring u p S le t and Invjsco uropjan Small Compani s. June commentary Monjyfile Annuities TaxGuide CityHeadsP207 CEEFAX 207 Sat 8 Jun 23:04/33 4/8 |. C EFA N T O TRUST PANEL ££££££ ££ £££££££ ££££££ £ £££ £ Gr n ll ate Lunni s/London US: In Am rica, the time is now right profits. conti u to f vour ll comp n trusts in this mark t, taking a longer- n comm nra y i t G tP207 CEEFAX 207 Sat 8 Jun 23:01/08 5/8 TRUST PANEL Mark Dampi r Churchill Investments/Winscombe (Avon) US: As measured bz the FT-SE the market years ago. Interest rates should sta= on hold against unfavourabl inflation news. Stock-picking matters now. So try the new Jupiter Special Situations. Quality income funds remain a buy: GT, Credit Suissj and Prolific High Income. US: The market reached an all-time high again, afte co ricking bz son 5%. Wj remain underweight. But look at Hill Samuel US Small t Cos. and Prolific North Am tica. June commentary M yfil Ann ti xG id Cit H adsP207 CEEFAX 207 Stu 8 Jun 23:05/13 6/8 n n C FAX UN T TRUST PANEL Mark Dampier Chukchi l Inv tmjnts W nscomb (Avon Japan: It is trying to break through 22,000. Wj remain optimi tic via Martin Curtie Japan and Hill Samuel General. Eu p : t l f u t , h h corporate restructuring going on. Try Morgan Grinfell Europe and Invjsco European Smaller Markets. Far East/Emerging: Has had a good run sinc th start of th year. Bu wm consoled rio s to bj xpj t T GT riint and Prolific Asia Pacific. June commentary Monjyfili Annuities TaxGuidj CityHiadsP207 CEEFAX 207 Sat 8 Jun 23:05/38 7/8 n1 n1 |. EE X IT TRUST PANEL Richard Jennings JNJ Asset Management/Leamington Spa Ovjrviiw: Globally, smalli compbnies ar outpjtformjng large , dui to strong econo ic growth. The risk i inflate n and, thjr for , rising bond yields, in the US in particular. If interest rates do increase, it could bj bad news for equities. r du ldin , e au m k t l bj vulnerable. If you think growth is sustainable without inflationary risks, then buy smaller companies holdings. June commentaryP207 CJJFAX 207 Sat 8 Jun 20:06/13 8/8 CEEFAX UNIT TRUST PANEL Richard Jinn nos N A Man mint/L am ngto UK: Obviously politics could upset. But Credit Suissj a/d Tho nton US Small r Compbnies continue to do well. US: Schrod Small Comp ni . Japan: S&P and HTS Japanese Smaller Co p n , B in S nr d K inw Benson Special Situations. Europe: MG E ropa, Baring E ro S l ct. Emerging markets: GT Ore nt, Abttust Emerging Companii . June commentary Monjyfile Annuities TaxGuidj Cit=Heads