UK Equity Investing market report
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Providing the most comprehensive and up-to-date information and analysis of the Equity Investing market, and the behaviours, preferences and habits of the consumer.
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What are the key challenges facing the industry and how fast are its rates of growth? Who is the consumer and what do they want? Where are the opportunities, where are the risks and what lies ahead?
Products covered in this Report
For the purposes of this Report, Mintel has used the following definitions:
Exchange-traded Funds (ETFs) are investment products that track an index (eg FTSE 100) by investing in the same stocks and shares that make up that index. ETFs are passively managed, meaning that the fees for these types of investment are typically lower than other actively managed investments. Exchange-traded funds are listed on stock exchanges and can be bought in the same way as individual shares or an investment trust fund. Individual company shares are issued by businesses to raise equity or capital; these shares are offered to investors to purchase. Once an investor purchases shares they become a part owner of that business. The prices of shares can go up and down, meaning that the value of an investment may go up or down depending on how well the business is performing or other market conditions. When a consumer wishes to sell their stake in a business this activity is referred to as share dealing. Investment bonds are life insurance policies where a lump sum is invested in an investment fund selected by a consumer or an adviser. These policies are typically whole of life policies and the returns a consumer receives when these policies are cashed in will depend on the performance of the fund, much like other investment products.
An Investment Trust Fund is another form of collective investment that allows investors to pool their money to purchase a variety of assets. Investment trusts are set up as companies and are listed on the London Stock Exchange, this means that an investment trust has to publish an annual report and audited statements. They also have a board of directors that are responsible for safeguarding an investor’s interest. Investment trust funds are closed-ended investments, meaning that there are a limited number of shares that can be issued by the company; when an investor invests in this type of fund they become a shareholder of this company.
A Real Estate Investment Trust is a company or a group that owns and manages property on behalf of shareholders. This type of investment allows consumers to invest in property without having to purchase a property themselves. These types of investments do not purchase or hold equities, so will not be discussed in this Report, but they are referenced in The Consumer section of the Report.
Stocks and Shares ISAs are a tax-efficient method of investing in a variety of different investments. It is possible to invest in individual stocks and shares, unit trusts, open-ended investment companies, investment trusts and government and corporate bonds. Unlike a cash ISA there is some risk carried with a stocks and shares ISA as a consumer’s money is invested and therefore is subject to market fluctuations.
Unit Trust Funds and Open-ended Investment Companies (OEICs) are collective investment products that allow multiple investors to pool their money to purchase a variety of different assets. Fund managers purchase a variety of shares, bonds, property and cash assets, and other investments to create a diverse portfolio for investors.
There is a slight difference between unit trust funds and OEICs. Unit trust funds offer investors units, which are created when buying in, and cancelled when an investor wishes to leave the fund. Whereas an OEIC is run as a company so instead of issuing units it issues and cancels shares when consumers enter or leave the company. Both products are open-ended which means that the creation of units or issuing of shares is unlimited.
Expert analysis from a specialist in the field
Written by Patrick Ross, a leading analyst in the Finance sector, his extensive knowledge delivers in-depth commentary and analysis to highlight current trends and add expert context to the numbers.
Equity investing has become far more accessible over the last decade, but there are still many real and perceived barriers that hold people back. Simplicity is the key to extending the market, but a raft of regulation and remedies due in 2018 could hold progress back. Uncertainty over Brexit has discouraged investors from holding UK equities, but this means new opportunities for growth will emerge as confidence improves.
Senior Financial Services Analyst
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This market report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
Mintel provides a range of market information, frequently through the category level, including market size and forecasting, complete with market drivers that illustrate the forces that shape a category or market.
Mintel's proprietary consumer research provides our analysts with the attitudinal and behavioral data used to provide valuable insight to topical issues.
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* This is a sample representation of the report layout and does not reflect the research included in this report.
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