Performance of UK equity unit trusts

G Quigley, RA Sinquefield - Journal of Asset Management, 2000 - Springer
We examine the performance of all UK unit trusts that concentrate their investments in UK
equities. This study covers the period from January 1978 to December 1997. We compare …

The evaluation of the performance of UK American unit trusts

J Fletcher - International Review of Economics & Finance, 1999 - Elsevier
This article examines the performance of 85 UK unit trusts with North American investment
objectives between January 1985 and December 1996 using unconditional and conditional …

UK unit trust performance 1980–1989: A passive time-varying approach

A Black, P Fraser, D Power - Journal of Banking & Finance, 1992 - Elsevier
This paper indirectly tests the efficient markets hypothesis by analysing the performance of
30 authorised unit trusts from 1980 through 1989. The risk-return relationship of the funds is …

[PDF][PDF] UK unit trust performance 1964-74

CWR Ward, A Saunders - Journal of Business Finance and …, 1976 - academia.edu
There have been a number of empirical studies' of UK Unit Trusts based on fairly general
assumptions about the nature of capital markets. zyxwvutsrqpo As far as we are aware, only …

An exploration of the persistence of UK unit trust performance

J Fletcher, D Forbes - Journal of Empirical Finance, 2002 - Elsevier
We examine the persistence in UK unit trust performance between January 1982 and
December 1996. We find significant persistence in the relative rankings of trusts using …

The investment performance of unit trusts and mutual funds in Australia for the period 1969 to 1978

GN Robson - Accounting & Finance, 1986 - Wiley Online Library
The investment performance of Unit Trusts and Mutual Funds has been extensively
researched in the United States and in Britain. However, in Australia relatively little …

Ethical unit trust financial performance: Small company effects and fund size effects

A Gregory, J Matatko, R Luther - Journal of Business Finance & …, 1997 - Wiley Online Library
Recent papers which have examined unit trusts have controlled either for a 'fund size
effect'or for the 'small firms effect'in the investment portfolio. The contribution of this paper is …

Past imperfect? The performance of UK equity managed funds

M Rhodes - The Performance of UK Equity Managed Funds …, 2000 - papers.ssrn.com
This paper presents evidence on whether information on the past investment performance of
unit trusts can be useful to retail investors. The conclusions are important for investors who …

EXAMINATION OF THE SELECTIVITY AND MARKET TIMING PERFORMANCE OF UK UNIT TRUSTS.

J Fletcher - Journal of Business Finance & Accounting, 1995 - search.ebscohost.com
The article examines the investment performance of managed funds in Great Britain. The
Efficient Markets Hypothesis states that if the market is efficient then positive abnormal …

Characterising persistence of performance amongst South African general equity unit trusts

L Collinet, C Firer - Omega, 2003 - Elsevier
This study analyses the relative performance of general equity unit trusts from 1980 to 1999
using a database that has been verified for accuracy and is free of survivorship bias. It …