Trustnet Magazine 64 July 2020 | Page 3

forecast the themes that will drive this sector over the coming decades. Meanwhile, Adam Lewis evaluates the best open- and closed-ended funds for accessing tech and tries to find out if this year’s surge in share prices means anyone investing now will be late to the party. In our regular columns, John Blowers rates the major platforms’ online retirement planners and Aberdeen Standard Investments’ Andrew Lister reveals why he thinks there is a buying opportunity in private equity trust 3i Group. Finally, Chawton Global Investors’ Michael Crawford likens three companies to a pro-am golf team focusing its efforts on getting the most out of its professional. Enjoy reading, Anthony Luzio Editor Fund, pension, trust LF Ruffer Gold, ASI Global Smaller Companies and Fidelity European Values find themselves under the spotlight this month P. 38-43 Double bubble? Despite lofty share prices, Adam Lewis says it is difficult to argue the tech giants are overvalued P. 44-51 Data hub The tech sector: Delusion or revolution? P. 52-53 A hole in one Chawton Global Investors’ Michael Crawford likens three companies to a pro-am golf team focusing its efforts on getting the most out of its professional P. 62-63 What I bought last 3i Group has yet to fully recover from the coronavirus crash, but Aberdeen Standard 54 Investments’ Andrew Lister says its underlying holdings are in good shape P. 64-65 44 Under review John Blowers rates the online pension planners available on the major investment platforms P. 54-61