Indices / UT / OEIC / IT Flashcards

1
Q

what companies are included in the FTSE All-share

A

around 625 companies on the UK stock exchange, reviewed in December each year

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2
Q

what companies are included in the FTSE 100

A

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

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3
Q

what indices are included in the FTSE 250

A

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.

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4
Q

what indices are included in the FTSE 350

A

the FTSE 100 and the FTSE 250 combined
– covers around 98%

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5
Q

what indices are included in the FTSE small cap

A

FTSE350 = FTSE 100 + 250 - makes up 98% of the market

the other 2% making up the rest of
the FTSE all-share

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6
Q

what indices are included in the FTSE fledgling

A

the smallest on the FTSE, too small for the small-cap

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7
Q

what indices are included in the FTSE All-small

A

the combination of small-cap and fledgling

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8
Q

what indices are included in the FTSE AIM UK 50

A

the largest 50 UK companies on the AIM

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9
Q

what indices are included in the FTSE AIM 100

A

the largest 100 UK companies on the AIM

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10
Q

what indices are included in the FTSE AIM all-share index

A

all AIM companies meeting the eligibility criteria. This probably the most commonly
used index in the UK when comparing price and yield movements.

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11
Q

What does the Dow Jones consist of?

A

main 30 blue chip companies in US

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12
Q

What does the Dow Jones EuroStoxx 50 consist of?

A

US measure of the top 50
European stocks

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13
Q

What does the Standard and Poors composite consist of?

A

main 500 companies on US stock exchange

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14
Q

What does the NASDAQ composite consist of?

A

smaller US companies

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15
Q

What does the Nikkei 225 consist of?

A

largest Japanese stocks but NOT weighted

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16
Q

What does the Topix consist of?

A

a wider, more comprehensive version of the Nikkei 225

17
Q

What does the Dax 40 consist of?

A

Germany – largest 40 quoted German
companies

18
Q

What does the Hang Seng consist of?

A

broad movements in Hong Kong stocks

19
Q

What does the CAC General consist of?

A

France – opening prices on Paris cash market

20
Q

What does the CAC 40 consist of?

A

real time weighted index of largest French
stocks

21
Q

What are the problems with indices?

A

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.

22
Q

What index’s can be used to compare UT / OEIC / IT

A

UT / OEIC / IT

23
Q

What costs / charges are associated to UT / OEIC

A

UT / OEIC

24
Q

How can you purchase UT / OEIC / IT

A

UT / OEIC / IT

25
Q

What are the objectives of UT / OEIC

A

Allow investors to diversify their investment across different companies and/or asset classes.

26
Q

What FSCS protection is applied to UT / OEIC / IT

A

UT / OEIC / IT

27
Q

What is the taxation situation in the investment within an UT / OEIC

A
28
Q

What is the taxation situation on an investor within an UT / OEIC

A
29
Q

What are the investment options with UT / OEIC / IT

A
30
Q

What are the risks associated to UT & OEIC

A
31
Q

How illiquid are UT & OEICin compariosn to direct holdings

A
32
Q

What are the risks and how liquid are IT

A
33
Q

How are UT traded? what are the options

A
34
Q

How are IT traded? What are the options and structure

A
35
Q

What are the gearing options with UT / OEIC

A