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NEWS LETTERS INVESTMENTS KNOWHOW ANALYSIS

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Editor’s Comment 7 How can we get women more engaged with investing?

Easy Money 9 Property wealth is being sacrificed to pay for care fees 10 Investment news: Record sums invested in ‘dog’ funds 11 A month in the markets 12 Retirement news: Expatriate pensions at risk from Brexit 13 Companies news: High UK profits hide economic cracks 14 Savings news: The great March Isa scramble is no more 16 Personal finance news: Tax has risen sharply for high earners over the past decade 17 New investor news: How to work out whether a fund is truly active or a ‘closet tracker’

Your Money 18 Your letters and comments on topical financial matters

Ask Money 19 Readers’ financial questions and expert answers

Grow Money 40 Multi-manager fund selections Our experts see value in emerging markets and the UK, but shun the eurozone 42 Purposeful portfolios Long-term growth The portfolio is down but has beaten the FTSE 100 index over the past four months 43 Tactical asset allocator

Trade war trepidation is holding back global markets

45 Share Sleuth Sleuth snaps up Judges Scientific and Avon Rubber

Smart Money 47 Tax tactics Ten ways to cut your tax bill before the April deadline 50 Steve Webb’s pension clinic Pension building for children makes sense all round

AnalyseMoney 51 Fund analysis

We reveal the Rated Funds that pass the test of time 52 Top performer fund statistics 56 Open-ended fund returns over five timeframes 67 Trust analysis Leading trust brokers divulge the firms they are backing

68 Investment trust returns over five timeframes 72 Share watch Hollywood Bowl may be establishing itself as a profitable business capable of steady growth 74 Share data

Total returns for main market and top 200 Aim shares 78 Exchange traded products ETF analysis, plus ETF and ETC performance 81 Buy, hold or sell?

Jerry Thomas, co-manager of the Sarasin Responsible Global Equity fund, reveals his recent trading activity

Funny Money 82 Wine bluff is clearly not to everyone’s taste

ALLABOUTUS AND HOW TO GET IN TOUCH

WAYS TO SLASH YOUR TAXBILL 10

FROM 3 RATED FUND PORTFOLIOS £10KINCOME

MARCH 2019 | £5.75 | www.moneyobserver.com

M O N E Y O B S E R V E R

I S S U E

4 6 4

M A R C H 2 0 1 9

HOW TO PREPARE FORTHE BEAR

HOW TO PREPARE FORTHE BEAR

HOW TO PREPARE FORTHE BEAR

HOW TO PREPARE FORTHE BEAR

HOW TO PREPARE FORTHE BEAR

HOW TO PREPARE FORTHE BEAR

HOW TO PREPARE FORTHE BEAR

HOW TO PREPARE FORTHE BEARProtectyourinvestments with ourguide to defensive tactics in volatile times Protect your investments with ourguide to defensive tactics in volatile times Protect your investments with ourguide to defensive tactics in volatile times Protect your investments with ourguide to defensive tactics in volatile times Protect your investments with ourguide to defensive tactics in volatile times Protect your investments with ourguide to defensive tactics in volatile times Protect your investments with ourguide to defensive tactics in volatile times

Protect your investments with ourguide to defensive tactics in volatile times

FEEL THE BUFFETT BENEFIT

FEEL THE BUFFETT BENEFIT

FEEL THE BUFFETT BENEFIT

FEEL THE BUFFETT BENEFIT

FEEL THE BUFFETT BENEFIT

FEEL THE BUFFETT BENEFIT

FEEL THE BUFFETT BENEFIT

FEEL THE BUFFETT BENEFITWITHTHESE9UKSHARESWITHTHESE9UKSHARESWITHTHESE9UKSHARESWITHTHESE9UKSHARESWITHTHESE9UKSHARESWITHTHESE9UKSHARESWITHTHESE9UKSHARES

WITH THESE 9 UK SHARES

WHAT’STHE IDEALISA FOR YOUR LIFE STAGE?

WHAT’STHE IDEALISA FOR YOUR LIFE STAGE?

WHAT’STHE IDEALISA FOR YOUR LIFE STAGE?

WHAT’STHE IDEALISA FOR YOUR LIFE STAGE?

WHAT’STHE IDEALISA FOR YOUR LIFE STAGE?

WHAT’STHE IDEALISA FOR YOUR LIFE STAGE?

WHAT’STHE IDEALISA FOR YOUR LIFE STAGE?

WHAT’STHE IDEALISA FOR YOUR LIFE STAGE?

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FREE2019 ISA FUNDCHOICESSUPPLEMENT

30 PAGES OF FUND | TRUST | SHARE | ETF DATA

Mobs.0319.Money.indd 1

15/02/2019 13:22

Editor Faith Glasgow Associate editor Andrew Pitts

Deputy editor Kyle Caldwell Staff writer Tom Bailey Web manager Nina Kelly Specialist contributors Sam Barrett, Richard Beddard, Holly Black, David Budworth, Marina Gerner, Fiona Hamilton, Ceri Jones, Sylvia Morris, Iain Murray, Helen Pridham, David Prosser, Cherry Reynard, Hannah Smith, Steve Webb, Lee Wild Art editor Chris Aldridge Production editor Gary McFarlane Freelance sub-editor

David Grove Advertising manager Trevor Leek Head of personal finance Moira O’Neill Moneywise Publishing Limited © 2019 Printer Walstead UK, Cornwall Published on the last Thursday of each month

GETINTOUCH Editorial Money Observer interactive investor, 8 Devonshire Square, London EC2M 4PL

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Information provided in Money Observer is only for your general information and is not intended to address your personal requirements. Independent professional financial advice should be obtained before making any investment decisions. The value and income from investments can go down as well as up. Past performance cannot be relied upon as a guide to future performance. Where information consists of pricing or performance data, the data has been obtained from sources believed to be reliable. Although verified by Money Observer, this data cannot be guaranteed by Money Observer.

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