Select Committee on Treasury Minutes of Evidence


Annex A

INVESTMENT OBJECTIVES OF ABERDEEN SCCEFS

Launch Date Name of fund and WebsiteInvestment Policy Corporate brokerLead Fund Manager
Sept-1986Aberdeen Development Capital PLC
www.developmentcap.co.uk
Invests in unquoted companies throughout Britain. CazenoveH Little
March-1997Aberdeen Preferred Income Trust PLC
www.preferredincome.co.uk
Invests in fixed interest and income shares. Brewin DolphinC Fishwick
July-1992Broadgate Investment Trust PLC
www.broadgate-trust.co.uk
Invests approximately 66% of the Company's assets principally in FTSE 100 shares and 34% in high yielding securities. CazenoveS Atherton
May-1972Danae Investment Trust PLC
www.danae.co.uk
Capital return or income from a portfolio of UK shares. Old MutualD Wilde
Nov-2000European Growth & Income Trust PLC
www.european-trust.co.uk
Investing in Continental European equities together with bonds and other high yielding securities. Hoare GovettS Gerrard
Mar-1992Income & Growth Trust PLC
www.income-growth.co.uk
To provide shareholders with long-term capital and income growth from investments primarily in higher-yielding UK securities. Old MutualR. Watson
Jan-1972Jove Investment Trust PLC
www.joveit.co.uk
Capital return or income from a portfolio of UK shares. Old MutualR Davidson
Mar-2001Murray Emerging Growth & Income Trust PLC
www.murray-emerging.co.uk
Aims to achieve capital appreciation and a high income with the prospect of growth over the life of the Company primarily through investment in quoted equities in global emerging markets and in a diversified portfolio of quoted higher yielding securities. HSBCVarious
Sept-1998Murray Extra Return Investment Trust PLC
www.murray-extra.co.uk
Capital appreciation and a high and growing income principally from a portfolio of UK listed equities. HSBCD Wilde
March-1999Murray Global Return PLC
www.murray-global.co.uk
Aims to achieve both capital and income growth from a portfolio comprised principally of listed UK and international equities and fixed interest securities. UBS WarburgB Stout
Oct-1996St. David's Investment Trust PLC
www.aberdeen-stdavidstrust.co.uk
Aims to provide ordinary shareholders with a high level of income, together with the opportunity for capital and income growth. Brewin DolphinD Wilde
June-1989Jersey Phoenix Trust Limited
www.jersey-phoenix.co.uk
Invests in the UK equity market.Cazenove J Shelley
April-2000European Monthly Income Trust Limited
www.monthlyincome.co.uk
Aims to provide income and potential for capital growth from investment in a broad range of European equity related securities, fixed interest and other high yielding securities. HSBCA Fowler
Oct-2000American Income Trust Limited
www.american-income.co.uk
Investing in a range of large US equities, fixed interest and other high yielding securities for a high income or preferred capital growth. Collins StewartR Della Porta
June-2001Real Estate Opportunities
www.realestate-opps.co.uk
Aims to provide Ordinary shareholders with a quarterly dividend and the opportunity for capital growth and to repay Zero Dividend Preference shareholders a predetermined capital entitlement. UBS WarburgJ Cogswell
July-1999Technology & Income Trust Limited
www.technology-income.co.uk
Investing in a combination of shares in companies involved in the technology sector and preference, fixed interest and other high yielding securities. Collins StewartJ P Strecker
Apr-1998Leveraged Income Fund Limited
www.leveraged-income.co.uk
Shares suspended on London Stock Exchange. Collins StewartM Daniels
Apr-1994Aberdeen High Income Trust PLC
www.highincome-trust.co.uk
In Administrative ReceivershipHoare Govett C Fishwick
July-1989Media & Income Trust PLC
In Administrative ReceivershipHSBC S Gerrard





 
previous page contents next page

House of Commons home page Parliament home page House of Lords home page search page enquiries index

© Parliamentary copyright 2002
Prepared 17 October 2002