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NEWS LETTERS INVESTMENTS KNOWHOW ANALYSIS

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Editor’s Comment 7 Broker best buy lists must be robust and impartial Easy Money 9 Lessons to learn from the rise and fall of Neil Woodford 10 Investment news: Markets in limbo amid political troubles 11 A month in the markets 12 Retirement news: Lifetime allowance breach challenged 13 Companies news: Beware high-yield ‘value trap’ shares 14 Savings news: Rates rising but loyal savers may miss out 16 Personal finance news: Dementia sufferers highly vulnerable to ‘financial abuse’ 17 New investor news: Investors should ignore shortterm market noise

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Ask Money 18 Readers’ financial questions and expert answers

Your Money 19 Your letters and comments on topical financial matters

Grow Money 32 Nifty Thrifty Time to throw in the towel 34 Purposeful portfolios Long-term growth Active investment path keeps growth on the rise 35 Tactical asset allocator

China powerhouse offers pocket of opportunity 37 Share Sleuth Not everything in the portfolio garden is rosy

38 Saltydog portfolio

Trend investing wins the day

Smart Money 39 Financial planning Take advantage of the power of giving while you are living 41 Pension clinic Pensioners, beware the £4,000 contribution trap

Analyse Money 57 Fund analysis

Strong returns from many of our 2019 award selections 59 Fund sector top performers 64 Open-ended fund returns over five timeframes 74 Trust analysis

Varied opportunities still up for grabs in Asia-Pacific

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76 Investment trust returns over five timeframes 80 Share watch Retailer Next steps up by embracing the competition 82 Share data

Total returns for main market and top 200 Aim shares 86 Buy, hold or sell?

Paul Mumford, manager of Cavendish Opportunities, reveals his recent trading activity 87 ETF analysis ETF demand booming in US, but Europe is playing catch-up 88 Exchange traded products Performance for leading ETPs

Funny Money 90 All hail Absconder the Great

ALLABOUTUS AND HOW TO GET IN TOUCH

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TOP-PERFORMING FUNDS YOU CAN RELY ON

JULY 2019 | £5.75 | www.moneyobserver.com

TAXBENEFITS OF GIVING WHILE YOU’RELIVING

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

I S S U E

4 6 8

J U L Y 2 0 1 9

ISAMILLIONAIRESECRETSREVEALED: winning strategies of Britain’s top Isa investors

SHARES,BONDS ANDBEYOND Alternative ideas for a stronger portfolio

BIGGER THAN BREXIT? 6

truly scary investment scenarios

PUBLISHED BY

33 PAGES OF FUND | TRUST | SHARE | ETF DATA

Mobs.0719.ISA.Millions.indd 1

14/06/2019 16:02

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, Fiona Hamilton, Jennifer Hill, Ceri Jones, Sylvia Morris, Iain Murray, David Prosser, Cherry Reynard, Steve Webb 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 Tel: 020 7680 3600 Email moneyobserver. ed@moneyobserver.com Web: moneyobserver.com Advertising trevor.leek@ moneyobserver.com Tel: 020 7680 3625 Retail distribution Seymour Distribution 2 East Poultry Avenue, London, EC1A 9PT Tel: 020 7429 4000 www.seymour.co.uk

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DISCLAIMER Money Observer publishes information and ideas which are of interest to investors. It does not provide advice in relation to investments or any other financial matters. Comments published in Money Observer must not be relied upon by readers when they make their investment decisions. Investors who require advice should consult a properly qualified independent adviser. No company within the group of companies of which Money Observer forms a part, and no employee of any such company, accepts any liability for any loss suffered by any reader or user of our websites.

The price of shares and investments and the income derived from them can go down as well as up, and investors may not get back the amount they invested. Changes in rates of currency exchange may have an adverse effect on the value, price or income of investments. Statements as to past performance of any investment are not a guide to future performance. The levels and bases of taxation can change, and if you are in doubt you should seek advice from a properly qualified independent adviser. In some cases it may be diffi cult for you to sell or realise your investment or to obtain reliable information about its value or the extent of the risks to which you are exposed.

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