IN THIS ISSUE
IN FOCUS
R&M World Recovery, Strategic Equity Capital and the
Woodford Patient Capital Trust find themselves under
the spotlight this month
P. 10-13
COLLECTING COINS
Pádraig Floyd asks whether it is possible, and more
importantly sensible, to make money from your
hobbies
P. 14-19
SCHRODER SMALL
CAP DISCOVERY FUND
UNCOVERED
Manager Matthew Dobbs reveals what gives him an
edge over his competitors when investing in Asian
small caps
P. 20-21
GETTING THE RUG PULLED
Many people who set a target date for their retirement
find the choice is not ultimately theirs to take, writes
John Blowers
P. 22-23
OPPOSITE ATTRACTION
GLG’s Henry Dixon has been looking for stocks that
represent the antithesis of bonds with a negative yield
P. 24
WHAT I BOUGHT LAST
4
PUTTING IT
ALL ON BLACK
Smith & Williamson’s James Burns explains why he
likes Schroder Asia Pacific’s focus on “growth at a
reasonable price”
P. 25
AUTO-TOPSY
Phil Scott dissects the government’s auto-enrolment
programme to see if it is achieving its aims
P. 2-3
PUTTING IT ALL ON BLACK
Anthony Luzio speaks to someone who has put his
entire pension in the JPM Natural Resources fund
P. 4-5
GOING FOR GROWTH
Adam Lewis asks if you should abandon all thoughts
of downside protection and go all-out for growth in the
early stages of your pension
P. 6-8
24
OPPOSITE
ATTRACTION