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IN THIS ISSUE
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SUPER-SIZE ME ! Daniel Lanyon looks at two powerful techniques for pumping up your investment trust returns P . 2-7 / POUND FOR POUND The City of London Investment Trust ’ s Job Curtis says the fall in sterling has increased confidence in UK dividends P . 8-9 / ALL CHANGE Investors need to re-evaluate a trust ’ s position in their portfolio if it takes a new direction , writes Emily Perryman P . 10-12 / PAYING DIVIDENDS Providing a reliable income stream is a crucial part of any company ’ s investment potential , says SAINTS manager Dominic Neary P . 14-15 / IF YOU BUILD IT … The AIC Infrastructure sector ’ s popularity is nothing to do with the recent focus on fiscal stimulus , writes Anthony Luzio P . 16-18 / FUND , PENSION , TRUST Marlborough Multi Cap Income , Templeton Emerging Markets and Old Mutual UK Equity Income find themselves under the spotlight this month P . 20-23 / OPPORTUNITY KNOCKS With the discounts on UK small cap trusts doubling , is this the perfect time to buy in ? Adam Lewis finds out P . 24-27 / HANDS OFF ! You can take 25 per cent of your pension as a tax-free lump-sum at 55 , but John Blowers says you may be better off leaving it where it is P . 28-30 / ONE FOR THE ROADS AXA Framlington ’ s Nigel Thomas picks three stocks set to benefit from a renewed focus on infrastructure spending P . 32 / WHAT I BOUGHT LAST SG Wealth Management ’ s Neil Shillito invested in Alquity Asia after gaining first-hand experience of how its manager operates P . 33