Analyse the characteristics and relevant tax considerations
The regulator requires you to demonstrate an ability to analyse the characteristics, inherent risks, behaviours and relevant tax considerations of investment products.
This session focuses on the characteristics and relevant tax considerations relevant to investment companies. We will explain: basic structure and rules, pricing, Net Asset Values discounts and premiums, gearing, different types of share classes, investment styles, charges and tax.
RecordedJul 4 201358 mins
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Omar Negyal, manager of JPMorgan Global Emerging Markets Income Trust talks to the AIC about his income strategy for emerging markets, where he’s finding investment opportunities, why investors should consider emerging markets and his outlook for the sector.
Graeme Gunn, Partner at SL Capital Partners, managers of Standard Life European Private Equity Trust (SLEPET) explains the fund of fund structure, where they are finding opportunities and why investors should consider private equity.