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APRIL 2019

ContentsYour guide to wealth creation since 1979

COVER FEATURE

COMPLETE YOUR RETIREMENT

DREAM COMPLETE YOUR RETIREMENT

DREAM COMPLETE YOUR RETIREMENT

DREAM COMPLETE YOUR RETIREMENT

DREAM COMPLETE YOUR RETIREMENT

DREAM COMPLETE YOUR RETIREMENT

DREAM

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D E R E K B A C O N

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I O N

I L L U S T R A T

C O V E R

20 | CHINA TO SPRING BACK China’s return to a policy of monetary and fiscal stimulus should push up growth in the second half of the year

22 | SAINTSMATCHSINNERS The consensus that hard-nosed funds offer a better route to top returns than ethical alternatives is finally crumbling

26 | PRIVATE PROSPECTS Unlisted firms can deliver high returns but are difficult to acquire, which is where investment trusts come in

28 | MONEYMAKER Veteran Japan investor Michael Lindsell explains howhe finds exceptional firms, and why Abenomics has failed

30 | HOMEFRONTIER The internet is ushering in a world of connected devices to make our homes smarter. Here’s how investors can profit

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PASSIVE PERSPECTIVES

32 | DON’T FIXATE ONFEES Tracker choice should be about more than low charges

34 | PASSIVES NOPICNIC Passive investors can t take a back seat with their analysis

35 | PERFECT PAIRING Acore/satellite path to fund portfolio building is sensible

36 | SMARTBETABETTER? Are precision-weighted bespoke funds worth the cost?

39 | PASSIVE PITFALL ETF investors cannot afford to skimp on research

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RETIREMENT PLANNING 42 | 4YEARSOFFREEDOM We examine the successes of the new pension regime, and the failings that may lead to further regulation

44 | MONTHLY INCOME Sipp investors can combine trusts and funds in various ways so as to deliver a sustainable monthly payout

47 | CARECLARITY CLOSE A fresh approach to the funding of long-term care could be in the government’s pipeline, with a three-tiered plan

48 | READYTORETIRE? However you plan to fund your dream retirement, here are ideas to prepare your Sipp portfolio for the next step

50 | TRANSFERWINDOW Final salary pension transfers haveproved hugely popular, but regulators are tightening the rules www.moneyobserver.com | April 2019 3

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