Skip to main content
Read page text

Page Text

NEWS LETTERS INVESTMENTS KNOWHOW ANALYSIS

Sections

43

8

Editor’s Comment 7 Radical and more proactive approach needed for LPAs Easy Money 8 New fund structure designed to solve liquidity problem 10 Investment news: Active fund outflows climb sharply 11 A month in the markets 12 Retirement news: FCA acts over pension transfers 13 Companies news: Survival certain for ‘cockroach’ stocks 14 Savings news: Cash Isas back in savers’ sights 16 Personal finance news: Aim shares’ inheritance tax exemption under fire 17 New investor news: Long-term costs of failing to reinvest dividends

51

82

Your Money 18 Your letters and comments on topical financial matters

Ask Money 19 Readers’ financial questions and expert answers

Inside Money 41 FCA’s ‘light touch’ negligence has left investors in the lurch

Grow Money 43 Model portfolios review Portfolios are well-positioned for value to come back 46 Purposeful portfolios Higher income Income portfolio safely on target behind US Federal Reserve firewall

47 Tactical asset allocator

Bric growth has fallen to a five-year low 49 Share watch

Next and Churchill China may be good long-term plays 50 Share Sleuth Portmeirion gets reprieve

Smart Money 51 Retirement insurance Do your homework to put a financial safety net in place 53 Pension clinic Failure to take advice is key danger of pension freedom

Analyse Money 54 Fund analysis

Japanese economy provides unique innovation incentives

56 Full 2019 Rated Funds listing,

including top performers 58 Fund sector top performers 62 Open-ended fund returns over five timeframes 73 Structured product analysis

Potential for returns across range of market scenarios 75 ETF analysis ETFs can hedge currency risk 76 Exchange traded products Performance for leading ETPs 78 Share data

Total returns for main market and top 200 Aim shares

Funny Money 82 Behold the grand delusions of the not so gifted

ALLABOUTUS AND HOW TO GET IN TOUCH

T O

GAINS OVER SIX MONTHSFOROUR MODELPORTFOLIOS 19%UP

AUGUST 2019 | £5.75 | www.moneyobserver.com

BREXIT, CORBYN: WHERE NEXT FOR HOUSE PRICES?

40 PAGE INVESTMENT TRUSTSUPPLEMENT

40 PAGE INVESTMENT TRUSTSUPPLEMENT

40 PAGE INVESTMENT TRUSTSUPPLEMENT

40 PAGE INVESTMENT TRUSTSUPPLEMENT FRE E 40 PAGE INVESTMENT TRUSTSUPPLEMENT

40 PAGE INVESTMENT TRUSTSUPPLEMENT

40 PAGE INVESTMENT TRUSTSUPPLEMENT

40 PAGE INVESTMENT TRUSTSUPPLEMENT

M O N E Y

O B S E R V E R

I S S U E

4 6 9

A U G U S T 2 0 1 9

11 OVERSEAS SHARES THAT INVESTORS SHOULD LEARN TO LOVE

PUBLISHED BY

28 PAGES OF FUND | TRUST | SHARE | ETF DATA

Mobs.0819.Heroes.indd 1

12/07/2019 15:36

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, Alex Garrett, Jennifer Hill, Ceri Jones, Jim Levi, 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

SUBSCRIBERSERVICES Money Observer Subs, Trinity House, Sculpins Lane, Wethersfield, Braintree, CM7 4AY. Tel: 01371 853608 Email moneyobserver@ escosubs.co.uk SUBSCRIPTIONDETAILS UK Annual cheque £51.75; annual direct debit £44; quarterly direct debit £12. Europe airmail Annual cheque £85. Rest of the world airmail Annual cheque £110.

Member, Audit Bureau of Circulations Ltd. www.abc.org.uk

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.

www.moneyobserver.com | April 2017 5

www.moneyobserver.com | August 2019 5

Skip to main content