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Searching for: researcher is "lipper"

Surveys listed in reverse order of publication date

Results 1-7 of 7.

Unit Trust and OEIC fund performance tables
Unit Trust and OEIC fund performance tables
Lipper
Apr 2003 United Kingdom Investment - Performance
This research reveals Unit Trust/OEIC fund performance over 1 week, 1 month, 3 months, 1,3, 5 and 10 years.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

70123638   Click here to contact the authors.
 
Global Themes in the Mutual Fund Industry 2002
Performance, business conditions, investment trends and other characteristics
Lipper
Mar 2003 WORLDWIDE Investment - Performance, Investment - Management, Investment - General
This reportexamines performance, business conditions, investment trends and other key characteristics of the global mutual fund landscape, covering 10 key markets within the Americas, Europe, and Asia. 

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

351092F6   Click here to contact the authors.
 
Analysis of UK Unit Trusts and OEICs
Investment performance of Unit Trusts and OEICs
Lipper
Dec 2002 United Kingdom Investment - Performance
This detailed analysis covering the period 31 December 2001 to 29 November 2002 reveals that the average UK Unit Trust and OEIC performance was down 12.22%, the worst 11 month year to date performance since 1990.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7907923E   Click here to contact the authors.
 
Spanish Mutual Fund Market in October
Performance of the Spanish mutual fund market
Lipper
Nov 2002 Spain Investment - Performance
The Spanish mutual fund market performed very well in October with as many as 111 categories (of the 142 applicable to the Spanish market) posting a positive performance. This compares to just 24 in September.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6C075552   Click here to contact the authors.
 
UK Fund Market Summary - October 2002
UK Unit Trust and OEIC performance
Lipper
Nov 2002 United Kingdom Investment - Performance
The volatility of UK Unit Trusts/OEICs continued as October's 2.25% growth recovered some of September's 6.61% fall. However, almost all categories failed to recover all their September losses.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

45075654   Click here to contact the authors.
 
The Best Fund Managers in Pensions
Access to the best fund management brains in Britain
Lipper
Nov 2002 United Kingdom Investment - Management

This new survey has analysed Group Personal Pension schemes in terms of the access that they provide to the best fund management brains in Britain. The results reveal that Group Personal Pension (GPP) schemes offered by Skandia, Scottish Widows and Merchant Investors provide access to more top rated individual fund managers than any other insurance groups.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

41076978   Click here to contact the authors.
 
Mutual Fund Management Fees 2002/2003
An examination of management fees on US Mutual Funds
Lipper
Oct 2002 United States Investment - General
This report examines management fees, which are an important component of a fund's total expense ratio. According to the research, US Mutual Fund management fees are on the rise, due in large part to declining assets within stock funds. The findings also reveal that management fees vary widely between funds.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

240671F0   Click here to contact the authors.
 

Results 1-7 of 7.