Indices / UT / OEIC / IT Flashcards
what companies are included in the FTSE All-share
around 625 companies on the UK stock exchange, reviewed in December each year
what companies are included in the FTSE 100
this is the top 100 firms by market capitalisation. Revised quarterly.
Represents from time to time in the region of 90% of the UK market capitalisation
what indices are included in the FTSE 250
the next 250 largest companies. Reviewed
quarterly. Represents approximately 8-10% of market capitalisation. Really important to note that this isn’t the biggest 250 – it is the next 250 after the 100.
what indices are included in the FTSE 350
the FTSE 100 and the FTSE 250 combined
– covers around 98%
what indices are included in the FTSE small cap
FTSE350 = FTSE 100 + 250 - makes up 98% of the market
the other 2% making up the rest of
the FTSE all-share
what indices are included in the FTSE fledgling
the smallest on the FTSE, too small for the small-cap
what indices are included in the FTSE All-small
the combination of small-cap and fledgling
what indices are included in the FTSE AIM UK 50
the largest 50 UK companies on the AIM
what indices are included in the FTSE AIM 100
the largest 100 UK companies on the AIM
what indices are included in the FTSE AIM all-share index
all AIM companies meeting the eligibility criteria. This probably the most commonly
used index in the UK when comparing price and yield movements.
What does the Dow Jones consist of?
main 30 blue chip companies in US
What does the Dow Jones EuroStoxx 50 consist of?
US measure of the top 50
European stocks
What does the Standard and Poors composite consist of?
main 500 companies on US stock exchange
What does the NASDAQ composite consist of?
smaller US companies
What does the Nikkei 225 consist of?
largest Japanese stocks but NOT weighted
What does the Topix consist of?
a wider, more comprehensive version of the Nikkei 225
What does the Dax 40 consist of?
Germany – largest 40 quoted German
companies
What does the Hang Seng consist of?
broad movements in Hong Kong stocks
What does the CAC General consist of?
France – opening prices on Paris cash market
What does the CAC 40 consist of?
real time weighted index of largest French
stocks
What are the problems with indices?
One of the biggest problems with indices is that most are weighted according to market capitalisation. This means that the largest companies will have a disproportionate
effect on the index. Equally, most indices take no account of dividends, which can represent a significant proportion
of total return.
What index’s can be used to compare UT / OEIC / IT
UT / OEIC / IT
What costs / charges are associated to UT / OEIC
UT / OEIC
How can you purchase UT / OEIC / IT
UT / OEIC / IT
What are the objectives of UT / OEIC
Allow investors to diversify their investment across different companies and/or asset classes.
What FSCS protection is applied to UT / OEIC / IT
UT / OEIC / IT
What is the taxation situation in the investment within an UT / OEIC
What is the taxation situation on an investor within an UT / OEIC
What are the investment options with UT / OEIC / IT
What are the risks associated to UT & OEIC
How illiquid are UT & OEICin compariosn to direct holdings
What are the risks and how liquid are IT
How are UT traded? what are the options
How are IT traded? What are the options and structure
What are the gearing options with UT / OEIC
