FE Trustnet
Issue 49 / March 2019
120
magazine
NOT
OUT
AT YOUR OWN RISK
Who is responsible if
your SIPP is defrauded?
THE A-LIST: PART II
The funds tipped by
every platform
Planning
a 60-year
retirement
ACCIDENTAL HEROES
Is there an easy solution
to the pensions crisis?
Fund, Pension, Trust / Sector Profile / Stockpicker / What I Bought Last
ISSUE 49
CREDITS
FE TRUSTNET MAGAZINE
(FORMERLY INVESTAZINE)
IS PUBLISHED BY THE TEAM
BEHIND FE TRUSTNET IN
SOHO, LONDON
WEBSITE: www.trustnet.com
EMAIL: editorial@financialex-
press.net
Editor’s letter
W
hile the
thought of
living to
120 is unlikely to fill
anyone with a great
deal of enthusiasm
– unless they are 119
– medical advances
and healthier lifestyles
mean there is a
growing likelihood our
pensions will have
to last us for up to 60
years. In this month’s
cover feature, Cherry
Reynard finds out
how to plan for this
eventuality, while
I ask if the AIC’s
Dividend Heroes
offer a quick fix to the
problem. In the final
article on the theme
of pensions, Pádraig
Floyd determines how
much responsibility
60
Javier Otero
Art direction & design
W: www.feedingcrows.co.uk
Sales
Richard Fletcher
Head of publishing sales
T: 0207 534 7662
Richard Casemore
Account manager
T: 0207 534 7669
Constance Candler
Account manager
T: 0207 534 7668
Photos supplied by iStock
Cover illustration: Javier Otero
Fund, pension, trust Growing the distance
T. Rowe Price European
Smaller Companies Equity,
R&M UK Recovery and Alliance
Trust find themselves under
the spotlight this month
Anthony Luzio
Editor
T: 0207 534 7652
Editorial
Gary Jackson
Editor (FE Trustnet)
T: 0207 534 7680
Rob Langston
News editor
T: 0207 534 7696
Owen’s Adrian Lowcock
reveals which fund he is
using to access a market
that is “too cheap
to ignore” and John
Blowers completes his
round-up of the funds
on every platform’s buy-
list. Finally, we return to
the subject of working
around something that
seems to last forever, as
TB Amati UK Smaller
Companies’ David
Stevenson names three
UK stocks that are
well placed for growth
whatever happens with
Brexit.
Enjoy reading,
Anthony Luzio
Editor
Contents
CONTACTS:
Amanda Williams
Head of FE Trustnet
T: 0207 534 7650
your SIPP administrator
should bear in terms
of preventing you from
investing in high-risk or
fraudulent assets.
This month’s sector
focus sees Holly Black
ask if the pause in US
interest-rate hikes
makes it a good time to
invest in strategic bond
funds, while in our
regular columns, Willis
P. 34-39
Time to shine
120 not out
Cherry Reynard finds out how
to fund a retirement that lasts
until you are 120
P. 4-11
Japan’s return to
dividends
Baillie Gifford’s Karen See says
Japan’s poor dividend-paying
culture can be traced back to
World War Two – but things
are finally changing
P. 12-15
At your own risk
Pádraig Floyd asks how
much responsibility SIPP
administrators should carry
for poor investments made
by clients
P. 16-21
Getting under the skin
Henderson EuroTrust’s Jamie
Ross uses the example of Dutch
technology company ASML to
highlight the analysis applied to
every potential holding
P. 22-25
Accidental heroes
Anthony Luzio asks if the AIC’s
Dividend Heroes offer a quick
fix to the retirement crisis
P. 26-33
The return of volatility and the
desynchronisation of asset
classes could offer strategic
bond managers a chance to
demonstrate their skill, writes
Holly Black
16
TB Amati UK Smaller
Companies’ David Stevenson
names three UK stocks that
should be well placed for
growth whatever happens with
Brexit
P. 60-61
What I bought last
Willis Owen’s Adrian Lowcock
reveals which fund he is using
to access a market that is “too
cheap to ignore”
P. 62-63
P. 40-45
Data hub
Crunching the biggest trends
down into figures
P. 46-47
The A-list: Part II
In the second of a two-part
special, John Blowers finds out
which funds appear on every
investment platform’s buy-list
P. 48-59
40