Issue 47 / January 2019
FE Trustnet
magazine
How to teach your
children about
investing
SELFIE DEFENCE
Protecting your portfolio
against youth trends
BREXIT WOUNDS
How our departure
could hit your pension
RINGING THE CHANGES
The best investment
strategy for every decade
Fund, Pension, Trust / Sector Profile / Stockpicker / What I Bought Last
ISSUE 47
CREDITS
FE TRUSTNET MAGAZINE
(FORMERLY INVESTAZINE)
IS PUBLISHED BY THE TEAM
BEHIND FE TRUSTNET IN
SOHO, LONDON
Editor’s letter
J
ust like with “the
birds and the
bees”, talking to
your children about
investment and finance
may not be the easiest
conversation you ever
have, but leaving them
to their own devices
can have unintended
consequences that stay
with them for years.
Cherry Reynard finds
out how to approach
the subject in this
month’s cover story.
Learning shouldn’t be
a one-way street for
experienced investors,
however, and as Daniel
Lanyon discovers,
they can’t afford to
Photos supplied by iStock
Cover illustration: Javier Otero
What I bought last
P. 40-41
Brexit wounds
which fund he is using
to gain exposure to one
of the defining trends of
the 21st century.
Enjoy reading,
Anthony Luzio
Editor
Brewin Dolphin’s Rob
Burgeman says Schroder
Global Cities Real Estate
Securities offers exposure to
one of the defining trends of
the 21st century
With just 10 years to
P. 50-51
retirement age, John Blowers
can’t help worrying about the
impact of Brexit on his pension
Anthony Luzio
Editor
T: 0207 534 7652
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
Data hub
Crunching the biggest trends
down into figures
12
CONTACTS:
Editorial
Gary Jackson
Editor (FE Trustnet)
T: 0207 534 7680
Rob Langston
News editor
T: 0207 534 7696
underperformance has
made it cheap, John
Blowers worries about
the impact of Brexit
on his pension and
LGIM’s Gavin Launder
names three stocks
using digitalisation and
automation to add value.
Finally, Brewin Dolphin’s
Rob Burgeman reveals
Contents
WEBSITE: www.trustnet.com
EMAIL: editorial@financialex-
press.net
Javier Otero
Art direction & design
W: www.feedingcrows.co.uk
ignore how changing
consumption patterns
among the young are
disrupting established
businesses. Meanwhile,
I find out what has been
the best investment
strategy in every decade.
In our regular
columns, Adam Lewis
asks if Europe’s recent
“The talk”
Cherry Reynard finds out how
to teach your children about
investing – without turning
them off the subject for life
P. 4-11
A question of culture
Baillie Gifford US Growth
Trust’s Gary Robinson tells
Colin Donald why a strong
company culture is often a
competitive advantage
P. 12-15
Selfie defence
Daniel Lanyon finds out how to
protect your portfolio against
changing consumption
patterns driven by the young
P. 16-19
P. 42-47
Ringing the changes
Anthony Luzio looks at the most
effective investment strategy in
each of the past five decades The automation game
Fund, pension, trust P. 48-49
L&G Growth Trust’s Gavin
Launder names three stocks
using digitalisation to add
value
P. 20-27
Janus Henderson Multi-Asset
Absolute Return, Lindsell Train
IT and Royal London UK Equity
Income find themselves under
the spotlight this month
P. 28-33
Every cloud…
The factors that have
contributed to Europe’s recent
underperformance could soon
begin to work in its favour,
writes Adam Lewis
P. 34-39
20
48
34