P226 CEEFAX 226 Fri 6 Oct 19:23/05   1/8     UNIT TRUST PANEL The MONEYFILE Unit Trust Panel has been recruited from a number of independent advisory firms in an attempt to offer a path through the unit trust jungle. Unit trusts, it must be emphasised, can fall in value. Neither the panellists nor the BBC can accept responsibility for recommendations made. Selections shown and opinions expressed are those of the persons named and are not necessarily shared by the BBC. * Investors are recommended always to seek professional advice before buying.  More IT Tables MoneyFile UT Tables (ZC Index
P226 CEEFAX 226 Fri 6 Oct 19:21/01   2/8     UNIT TRUST PANEL * OCTOBER selections: UK USA Japan Gilts Other Robin Boyle * * * Mark Dampier * * * * David Franklin S * * * Selections are geared for growth on a 12-month view and are considered worthy of inclusion in a balanced portfolio. S indicates a speculative investment.  More IT Tables MoneyFile UT Tables TUC Index
P226 CEEFAX 226 Fri 6 Oct 19:20/00   3/8     UNIT T"VST PANEL Robin Boyle (Dunbar Boyle & Kingrley) * OCTOBER commentary: UK Bonds: Strong downward pressure is now being exerted on both fiscal and monetary policy. Buy. UK Equities: Keep 25% liquidity and wait for interest rates to peak. Japan: Hold. Far too expensive. But the yen will rise against sterling. America: Despite intervention, the dollar must rise and the stock market will have another run. Hold/Buy  More IT Tables MoneyFile UT Tables PC Index
P226 CEEFAX 226 Fri 6 Oct 19:00/01   4/8     UNIT TRUST PANEL Robin Boyle (Dunbar Boyle & Ki.frley) * OCTOBER selections: Bonds: Fidelity International Bond Gartmore International Fixed Interest UK Equities: Laurentian Undervalued Assets Trust Allied Dunbar Asset Value Convertibles: EFM Convertibles Baillie Gifford Convertible & General  More IT Tables MoneyFile UT Tables ZC Index
P226 CEEFAX 226 Fri 6 Oct 19:24/00   4/8  @   $-, $-, $  UNIT T TST PANEL Robin Boyle (Dunbar oyle & Ki f"ley) * OCTOBER selections: Bonds: Fidelity Internadional Bond Gardmore InternatIonal Fixed Intdrdst UK Equities: Laurentian Undervalued Assets Trust Allied Dunbar Asset V@lue DFM Convertibles Baillid Gifford Convertible & General  More IT Tables MoneyFile UT —bles (ZC Index
P226 CEEFAX 226 Fri 6 Oct 19:20/13   5/8     UNIT TRUST PANEL Mark Dampier (khitechurch Securities) * OCTOBER commentary: UK: ojth institutional liquidity still very high, a likely correction of 5-10% may prove short-lived and should be viewed as a buying opportunity for the longMterm investor. Smaller companies are undervalued. We therefore recommend the new GT Smaller Companies Dividend fund and Govett Smaller Companies. USA: Valuations look better set than in the UK market, although gains could be offset by dollar weakness. Try the new Laurentian American Undervalued Assets.  More IT Tables MoneyFile UT Tables $ZC Index
P226 CEEFAX 226 Fri 6 Oct 19:00/10   6/8     UNIT TRUST PANEL Mark Dampier (khitechurch Securities) * OCTOBER commentary (cont): Far East: Japan is probably due for a run, given steady interest ratesN The other Ubrkets face some consolidation but should not be ignored over the long term. For Japan, buy Fidelity Far East Opportunities (66% Japanese). Non-Japan funds: Jardine SE Asia, Thornton Tiger. Europe: Due for a consolidation phase but has potential for currency gains. Stick with a consistent performer like Fidelity Europd. For a smaller trust, try their European 1992 fund.  More IT Tables MoneyFile UT Tables (ZC Index
P226 CEEFAX 226 Fri 6 Oct 19:10/00   7/8     UNIT TRUST PANEL David Franklin (Johnson Fry) * OCTOBER commentary: Ovfrview: The current consolidation is overdue, most markets having produced exceptional returns in 1989. Continue to reduce UK exposure to some 30% of portfolio value. Maintain both European and Far Eastern holdings, but raise America to 15-20%. Up to 25% of invested portfolios should be in overseas fixed interest markets. Investors should also ensure they have ample liquid cash.  More IT Tables MoneyFile UT Tables (ZC Index
P226 CEEFAX 226 Fri 6 Oct 19:14/10   8/8      UNIT T PST PANEL David Franklin (Johnson Fry) UK: Govett Smaller or Fidelity Special. For the more cautious, try James Capel Income or GT maller Companies Income. US: Fidelidy offers Food funds. Far Easd: Stick with general funds 3—Bh as NM Far Eastern and Barings E@2tern Europe: Stay with the cl!rrhcs Fixdd Interest: Try Hambros EMMA and dhe Guinness Flight range.  More IT Tables MoneyFile UT —bles (RC Index
P226 CEEFAX 226 Fri 6 Oct 19:21/00   8/8     UNIT TRUST PANEL David Franklin (Johnson Fry) * OCTOBER selections: UK: Govett Smaller or Fidelity Special. For the more cautious, try James Capel Income or GT Smaller Companies Income. US: Fidelity offers good funds. Far East: Stick with general funds such as NM Far Eastern and Barings Eastern Europe: Stay with the classics. Fixed Interest: Try Hambros EMMA and the Guinness Flight range.  More IT Tables MoneyFile UT Tables (ZC Index