P207 CEEFAX 2 207 Sun 16 Feb 21:55/12 U W"£££"£££"£££ OOL UNIT TRUSTS 1/8 The Cjefa| Unit Trust Pan@l draws on a numbjt of independent adviujts in an attempt to delinj t a path through a jvj mot impjnj rabl u tuts j n l . Unit trusts can decline in value. Niithjt the panjlliuts nor the BBC can accept response ility for any com jndations m d . Seli tions and op nions shown are those of the pjtsons named and are not necessarily shared bz the BBC. * Investors should always seek professional advice@before buying. Stock Markjj Panel 206 Next News TaxIndex MonjyFili Main MenuP207 CEEFAX 2 207 Sun 16 Fed 21:09/27 j£3kj hl < hX4< X,h W"£££"£££"£££ OOJJO UNIT TRUSTS 2/8 * FEBRUARY selections US Europe USA Japan Othjt Sti8hun Lansdown * * * * Keivbn Borhani * * * P t Edwards * Selections are geared for growth on a minimum 12-month view and are considered worthy of inclusion in a balanced portfolio. S indicates a l t n t t. Monjyfile 201 Front page 100 Next News $RxIndjx MoneyFile Maim MenuP207 CEEFAX 2 207 Sun 16 Feb 21:50/24 j£3 j£3k k l <l , < h OO T TRU TS 3/8 Stephen LQnsdown Hargreaves Lansdown Bristol US Election jitters will ensure volatility withe the matkjt. The long term fundamentals of economic growth and low jatiu loo to bj tact. I stil prefer Smaller Co and Incom Eund a d suggest La: rd US Equity I conj and Pi pjtual Sm lli Cos. @ @ Japan Extremely volatile but a market to buy on weakness. Save & Prospjt Japan Gr#wth is the way to benefit hjti US The largest market in the woyld but looking ex ensjvj. Bette value exists elk whir . r Next News TaxIndex MonjyFile Main MenuP207 CEEFAX 2 207 Sun 16 Feb 21:51/32 X $ j $kj ' j 7£j£5 j j OO[J[[J UNIT TRUS S 4/8 Stephen Lansdown H r v n do n i sol Emerging Markets Disappointing for so long, t i s cto s due so out- performance. The sttengthjnink dollar w ll ben f t th US i vj t h long term growth story is worthy of a r commendation for any portfolio. Try Schrodjr Pacific Growth and Mercury Emerging Markets. Europe Thjti still remains potential for interest rates to fall, which will prove e a boost for equity markets. n additio , a stronkeh dollar will improve exports. Credi Suiuse Europ an stand o t f om t c o d. u t Next News TaxIndex MonjyFile Main MenuP207 CEEFAX 2 207 Sun 16 Fed 21:53/05 j $kj $kj ' jp 7£j£ 5 js p OOO UNIT TRUSTS 5/8 Kiivan Borhani Murray Noble/London We beli US share are curt ntly ovj l about qu l to 80 points on the FUSE index), and American s(ares bz as mufh as 40% (3000 points on the Dow). Em tgink Market shares, bz cont a haven j n i th do r m for three yeats, are at bargain prices. Also, wi h so many budget deficits in need of financing the international bond markets look a decent 'buy'. Einally, cash is king again; when one can get 7* interest (gross on sterling deposits. Perhaps it is time to r llocat . February commentary Next News TbxIndjx MoneyFil Main MinP207 CEEFAX 2 207 Sun 16 Fed 22:03/1) kj 3kj£ 4 $ < h, ,h OO CUNIT TRUSTS 6/ Kiivan Bothani Murray Noble/London Japan Avoid (eirst signalled in 1:91). EuropjFBuz JuXiter European ot Wld Mutual European. USA Delay investments for now. USFBuz Gartmori S Smaller Cor or Mercury Recovery. @ xe Int t B n Glo al on or Abtrust Fixud Interest. Imjrgjnk ZatSets Buy 0rolifSc @ Next News TaxIndex MoneyFi\i Main MenuP207 CJJFAX 2 207 Sun 16 Feb 21:49/22 US UU OO UNIT TRUSTS 7/8 Peter Edwards 0remiir Unit Trust Brokjts/Bristol The first month of the year has started well for domestic matkjts. US Income eunds are up 4% and Smaller Co funds 8% But all ovjtsjas funds hQvj continued to suffiy from the rising pound. At home, UK znit trusts wUll enjoy a continuing background of excellent economic fundamentals - the golden scenario of modest grow:h and suRdued inflation. Interest rater whmn remain stjadz, although some margin n ris5 i; likely bz any new govjrnmjnt in MayO L Fedruary commentary Next News@ TaxIndjx MonjyFili Main MenuP207 CEEFAX 2 207 Sun 16 Feb 21:48/17 O UNIT TRUSTS 8/8 Pit dwards Ptemiet Unit Trust Brokjts/Bristol While thjt may bj jitters befor and after the general election — which should be sjin as buying opportunities — as the yjQr progresses, the stwqk market will cilidrate continuing good corporate profits. T(j removbl oe polUtical uncijtaUnty will also help. The better Income and Sm lli Company Funds will put on about 7%. Try Jupiter Income, La:ard UK Income, Hill Samuell US Enjtgy and Lawrence Keen Smaller Companies. Fjdruary commentary Next News TaxIndjx M#njyFile Main Menu