Passive investment strategy


 

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Passive investment strategy

See: Passive investment management.



Passive investment strategy

Similar Matches

Return on investment (ROI)

Return on investment (ROI)

Generally, book income as a proportion of net book value.


Leveraged investment company

Leveraged investment company

An investment company or mutual fund entitled to borrow capital for its operations. Also, an investment company that issues both income shares and capital shares.


Automatic reinvestment

Automatic reinvestment

See: Constant dollar plan.


Investment Valuation Model (IVM)

Investment Valuation Model (IVM)

The basic mathematical technique of finance that calculates the value of an investment as the present value of all future cash flows expected to be generated by the investment.


Enterprise Investment Scheme

Enterprise Investment Scheme

The Enterprise Investment Scheme is a UK tax incentive scheme designed to encourage investors to invest in unquoted companies. The benefits are:Income tax relief at 20%: so if you invest £10,000, the taxman gives you £2,000 back.CGT relief: provided you hold your investment for five years, any gains subsequently made are free of capital gains tax.Tax relief on losses: if your EIS investment is a disaster, you can set the losses off against gains made in the tax year in which you incur losses.Rollover relief: if you use the proceeds from selling shares in Company A to invest in Company B, and Company B is an EIS-qualifying company, you won't have to pay tax on the gains made from Company A until you subsequently dispose of Company B's shares. i.e. your gain is rolled over.The maximum amount you can invest in an EIS is £150,000 annually. Similar tax breaks are available from investments in Venture Capital Trusts (VCTs). Essentially, these are investment trusts that invest in small unquoted companies. As with EIS investments, there are lots of rules which, if broken, will invalidate the tax advantages.The risks associated with EIS companies are high and you should take professional advice before committing funds to them.


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investment bond
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