Investment Trust Year Book 1986–87

530 Pages·61.125 MB·English

by  Māra M. Vilčinskas (eds.)

THE ONLY U.S. FIRMS
SPECIALIZING IN THE FIELD OF
UK INVESTMENT TRUSTS
AMERICAN CLOSED-END FUNDS
THOMAS J. HERZFELD
&CO.
Incorporated
Member NASD, SIPC
THOMAS J. HERZFELD ADVISORS, INC.
Registered Investment Advisor
7800 Red Road, South Miami, Florida 33143
[phone]
The Nation's Interior Contracting Organisation
to bankers, brokerage houses, solicitors,
accounting firms and corporate offices in the City and
West End of London as well as in Paris and Rome.
niCO CONSTRUCTION LIMITED
REX HOUSE, 4-12 REGENT STREET, LONDON SW1Y 4PE
TELEPHONE: [phone] TELEX: 265746 niCO G
PARIS-TEL: [phone] ROME-TEL: [phone]
Wood Mackenzie & Co. Ltd.
MEMBER OF THE STOCK EXCHANGE
Investment Trust
Specialists
I\IEW&ATE
MANAGEMENT CORPORATION
Investment Advisors Specializing in Investment Trusts
for Individual and Institutional Investors
Publishers of
The Investment Trust Monitor
A Quarterly Review of Risk-Adjusted Performance for U.K. Investment Trusts
For details of our investment trust advisory and analytical services contact:
George Foot, President
Sonia Rosenbaum, Ph.D., Research Director
NEWGATE MANAGEMENT CORPORATION
60 North Elm Street, Post Office Box 628
Northampton, MA 01061
U.S.A.
413-586-6520
Registered with the U.S. Securities and Exchange Commission as an Investment Advisor
Investment Trust Monitor
Investment
trusts for
institutional
and private
clients
Quilter Goodison's Investment trust department
---'c-
offers a full range of ~
services including an
in depth monthly
review of the sector.
Our services are
available to both the
institutional client and the
private investor.
For a copy of the monthly
review or further
information contact:
Vince Silvester
Joe Stockwell
William Blake
Henrietta Lyon QGC
• Quilter Goodison Company
(Member oft he Stock Exchange)
Garrard House, 31-45 Gresham Street, London EC2V 7LH
Telephone: [phone] Fax No: 01-726 8826
INVESTMENT TRUST
YEARBOOK
1986-87
Robert Fleming: the balanced
group of investment trusts for
todayS investors
Among the funds managed and advised by Robert Fleming, which at the beginning of 1986
totalled £13 billion, are the following ten listed investment trust companies with assets
in excess of £1.0 billion. These companies provide a complementary range of clearly-
stated investment policies designed to meet the objectives of most modem investors.
A Dividend Reinvestment and Savings Scheme is also available to any investor.
The Fleming American Investment Trust pic
Invests in North America.
The Fleming Claverhouse Investment Trust pic
Invests wholly in UK companies.
The Fleming Enterprise Investment Trust pic
Invests in small and medium-sized companies, listed and unlisted, in the U.K
The Fleming Far Eastern Investment Trust pic
Invests mainly in the Far East, including Australia.
The Fleming Fledgeling Investment Trust pic
Invests internationally in small companies
The Fleming Japanese Investment Trust pic
Invests in Japan.
The Fleming Mercantile Investment Trust pic
Invests with emphasis on a wide geographical spread and emerging growth companies.
The Fleming Overseas Investlnent Trust pic
Invests mainly in overseas markets.
The Fleming Technology Investment Trust pic
Concentrates on investment in new technologies.
The Fleming Universal Investment Trust pic
Invests internationally, including the U.K, with emphasis on radical geographical and sector changes.
For the latest Annual Reports and information on the Dividend Reinvestment
and Savings Scheme, please contact:
ROBERT FLEMING
Robert Fleming Services Limited,
25 Copthall Avenue, London EC2R 7DR Tel: [phone].
~
The Association of l:iivestment Trust Companies
INVESTMENT TRUST
YEARBOOK
1986-87
Editor
Mara M. VilCinskas
M
S
TOCKTON
P R E S S