16 32
14
IN THIS ISSUE
16 32
14
SAFE HOUSE ? Despite the Tories ’ poll lead , Pádraig Floyd says you can ’ t afford to gamble on the election result P . 2-7 / UNDIVIDED DIVIDENDS Henderson ’ s Ben Lofthouse says investors who rely on the UK for income are playing a dangerous game P . 8-9 / ELECTORAL DYSFUNCTION Holly Black warns against drawing conclusions about how a victory for one of the two main parties will affect markets P . 10-12 / AMERICA STILL GREAT AGAIN Baillie Gifford ’ s Tom Slater discusses investment opportunities in the US P . 14-15 / HOLD TIGHT … Anthony Luzio finds out why fund managers recommend sticking with the UK despite the growing political uncertainty P . 16-18 / FUND , PENSION , TRUST JPM UK Equity Core , CFIC Crux UK and GCP Student Living find themselves under the spotlight this month P . 20-22 / DON ’ T JUDGE A BOOK BY ITS COVER Adam Lewis says investors should use the risk profiles of the IA Mixed Investment sectors as a guide rather than a guarantee P . 24-27 / ABSOLUTE BEGINNERS John Blowers offers advice to people who are thinking about investing for the first time but don ’ t know where to start P . 28-31 / CHANGE AIM Rathbones ’ Jo Rands and Alexandra Jackson name three AIM stocks undergoing a change that should lead to better earnings and cash-flow P . 32 / WHAT I BOUGHT LAST Nexus IFA ’ s Kerry Nelson reveals why she has bought the SVS Church House Tenax Absolute Return Strategies fund P . 33